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Portfolio (Quarterly) Guide ↗

Malaga Cove Capital, LLC

· CIK 0001603001
13F Portfolio $314M AUM 185 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 185 New
Page 6 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COF CAPITAL ONE FINL CORP Financial Services 3,608.0 $724K 0.23% NEW $200.62 +5.3%
102 NKE NIKE INC Consumer Cyclical 17,585.0 $722K 0.23% NEW $41.05 -7.1%
103 PSTG EVERPURE INC 8,759.0 $690K 0.22% NEW $78.79
104 MDT MEDTRONIC PLC Healthcare 8,730.0 $683K 0.22% NEW $78.23 +17.7%
105 APH AMPHENOL CORP Technology 3,866.0 $682K 0.22% NEW $176.32 -7.5%
106 CVX CHEVRON CORPORATION Energy 4,086.0 $677K 0.22% NEW $165.76 +27.3%
107 CDNS CADENCE DESIGN SYSTEM INC Technology 1,782.0 $669K 0.21% NEW $375.32 -16.6%
108 HD HOME DEPOT INC Consumer Cyclical 1,847.0 $651K 0.21% NEW $352.68 -9.3%
109 ICLR ICON PUB LTD CO Healthcare 3,692.0 $641K 0.20% NEW $173.71 -7.1%
110 EOG EOG RES INC Energy 4,907.0 $637K 0.20% NEW $129.73 +14.4%
111 LIN LINDE PLC Basic Materials 1,222.0 $634K 0.20% NEW $518.94 -6.2%
112 MPC MARATHON PETE CORP Energy 2,457.0 $628K 0.20% NEW $255.67 +49.8%
113 UNH UNITEDHEALTH GROUP INC Healthcare 1,478.0 $614K 0.20% NEW $415.63 -4.7%
114 GNTX GENTEX CORP Consumer Cyclical 24,296.0 $614K 0.20% NEW $25.27 -12.4%
115 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 13,385.0 $609K 0.19% NEW $45.52 +31.3%
116 CGNX COGNEX CORP Technology 7,849.0 $568K 0.18% NEW $72.42 -17.0%
117 ABT ABBOTT LABORATORIES Healthcare 6,217.0 $564K 0.18% NEW $90.74 +20.1%
118 NUE NUCOR CORP Basic Materials 2,491.0 $555K 0.18% NEW $222.75 +13.1%
119 GTLB GITLAB INC Technology 17,995.0 $549K 0.17% NEW $30.53 +47.7%
120 CHWY CHEWY INC Consumer Cyclical 26,713.0 $525K 0.17% NEW $19.65 +20.7%
Page 6 of 10  ·  185 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 31.2%
Industrials 23.6%
Consumer Cyclical 12.6%
Healthcare 8.9%
Financial Services 8.9%
Communication Services 6.2%
Basic Materials 2.8%
Energy 2.4%
Consumer Defensive 1.9%
Real Estate 1.5%