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Portfolio (Quarterly) Guide ↗

Brookstone Capital Management

· CIK 0001599584
13F Portfolio $10.0B AUM 1,308 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 180 New 606 Added 449 Reduced 76 Exited
Page 65 of 66  ·  1,308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 12,189.0 $114K 0.00% -3K -21.6% $9.39 +26.5%
1282 PHK PIMCO HIGH INCOME FD Financial Services 23,999.0 $112K 0.00% $4.66 -2.4%
1283 SOXS DIREXION SHARES ETF TRUST 32,936.0 $107K 0.00% NEW $3.24 +1262.6%
1284 FSK FS KKR CAP CORP Financial Services 10,129.0 $106K 0.00% -3K -22.0% $10.50 +13.4%
1285 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 22,607.0 $94K 0.00% $4.16 +69.0%
1286 PUTNAM ETF TRUST 10,500.0 $83K 0.00% NEW $7.93
1287 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 16,210.0 $81K 0.00% -4K -19.6% $4.99 +3.2%
1288 BTG B2GOLD CORP Basic Materials 20,891.0 $78K 0.00% +7K +45.7% $3.74 +33.2%
1289 QQQ CALL INVESCO QQQ TR Financial Services 100.0 $74K 0.00% NEW $736.40 -2.6%
1290 XRPI VOLATILITY SHS TR 12,380.0 $71K 0.00% +1K +11.1% $5.74 -4.7%
1291 ACHR ARCHER AVIATION INC Industrials 14,807.0 $70K 0.00% NEW $4.73 +33.6%
1292 DC DAKOTA GOLD CORP Basic Materials 15,950.0 $68K 0.00% $4.26 +37.1%
1293 NIOCORP DEVS LTD 12,563.0 $61K 0.00% -85.0 -0.7% $4.82
1294 VVR INVESCO SR INCOME TR Financial Services 17,984.0 $54K 0.00% +2K +9.4% $3.00 -2.3%
1295 NEWP NEW PAC METALS CORP Basic Materials 13,040.0 $52K 0.00% -5K -29.3% $4.02 +62.9%
1296 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 26,285.0 $50K 0.00% +2K +7.7% $1.92 -18.2%
1297 UROY URANIUM RTY CORP Energy 16,200.0 $45K NEW $2.78 +45.3%
1298 IAUX I-80 GOLD CORP Basic Materials 30,800.0 $44K $1.44 +9.7%
1299 TMC TMC THE METALS COMPANY INC Basic Materials 10,010.0 $44K -522.0 -5.0% $4.43 -11.5%
1300 DATAVAULT AI INC 114,805.0 $40K NEW $0.35
Page 65 of 66  ·  1,308 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Financial Services 25.4%
Healthcare 8.3%
Consumer Cyclical 7.7%
Industrials 7.4%
Communication Services 6.4%
Utilities 4.1%
Consumer Defensive 3.9%
Energy 3.4%
Real Estate 1.4%