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Portfolio (Quarterly) Guide ↗

Bienville Capital Management, LLC

· CIK 0001605070
13F Portfolio $550.0B AUM 74 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 20 Added 21 Reduced 17 Exited
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VIG VANGUARD SPECIALIZED FUNDS 7,646.0 $1.6M 0.30% $215.06 +6.7%
42 SLV ISHARES SILVER TR Financial Services 18,362.0 $1.3M 0.23% $68.14 +1.3%
43 NOBL PROSHARES TR 9,821.0 $1.0M 0.19% -6K -37.5% $106.02 -0.4%
44 ABBV ABBVIE INC Healthcare 4,503.0 $979K 0.18% +400.0 +9.8% $217.49 -3.3%
45 UBER UBER TECHNOLOGIES INC Technology 13,424.0 $966K 0.18% +550.0 +4.3% $71.93 +3.8%
46 SHOP SHOPIFY INC Technology 8,000.0 $949K 0.17% $118.62 -17.9%
47 QQQ INVESCO QQQ TR Financial Services 1,630.0 $941K 0.17% -2K -53.8% $577.50 +22.8%
48 GOOG ALPHABET INC Communication Services 3,239.0 $929K 0.17% -320.0 -9.0% $286.89 +38.4%
49 RTX RTX CORPORATION Industrials 4,669.0 $901K 0.16% $192.90 -8.9%
50 META META PLATFORMS INC Communication Services 1,269.0 $726K 0.13% $572.48 +8.0%
51 VTI VANGUARD INDEX FDS 2,245.0 $720K 0.13% -218.0 -8.8% $320.81 +13.1%
52 CNTN CANTON STRATEGIC HOLDINGS IN Healthcare 216,802.0 $709K 0.13% NEW $3.27 +10.7%
53 RSP INVESCO EXCHANGE TRADED FD T 3,481.0 $668K 0.12% +194.0 +5.9% $191.94 +5.0%
54 IWM ISHARES TR 2,505.0 $621K 0.11% -31.0 -1.2% $248.08 +11.9%
55 SO SOUTHERN CO Utilities 6,314.0 $609K 0.11% +789.0 +14.3% $96.53 -3.0%
56 CRM SALESFORCE INC Technology 2,924.0 $546K 0.10% $186.67 -10.2%
57 AVGO BROADCOM INC Technology 1,616.0 $500K 0.09% -554.0 -25.5% $309.51 +37.4%
58 CSM PROSHARES TR 6,600.0 $494K 0.09% $74.82 +12.8%
59 MCD MCDONALDS CORP Consumer Cyclical 1,500.0 $466K 0.09% $310.79 -11.5%
60 FDX FEDEX CORP Industrials 1,225.0 $438K 0.08% +225.0 +22.5% $357.63 +6.2%
Page 3 of 4  ·  74 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 52.8%
Consumer Cyclical 18.3%
Financial Services 13.2%
Communication Services 10.2%
Healthcare 3.3%
Energy 1.5%
Industrials 0.4%
Utilities 0.2%
Consumer Defensive 0.1%