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Portfolio (Quarterly) Guide ↗

Del-Sette Capital Management, LLC

· CIK 0001610580
13F Portfolio $171M AUM 50 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 17 Added 19 Reduced 2 Exited
Page 1 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IDOG ALPS ETF TR 450,638.0 $18.6M 10.84% +3K +0.6% $41.18 +7.6%
2 EDOG ALPS ETF TR 588,236.0 $14.0M 8.16% +7K +1.2% $23.74 +6.0%
3 FDL FIRST TR EXCHANGE-TRADED FD 245,466.0 $11.9M 6.97% -41K -14.2% $48.66 +9.2%
4 EEM ISHARES TR 171,175.0 $11.7M 6.84% -30K -14.8% $68.41 -1.9%
5 DES WISDOMTREE TR 210,229.0 $8.6M 4.99% -2K -0.9% $40.68 -0.6%
6 RPG INVESCO EXCHANGE TRADED FD T 130,149.0 $8.3M 4.85% +97K +291.7% $63.85 -10.6%
7 SPG SIMON PPTY GROUP INC NEW Real Estate 33,467.0 $7.5M 4.37% +13K +65.5% $223.65 -4.1%
8 SDOG ALPS ETF TR 108,553.0 $7.4M 4.32% -173K -61.4% $68.22 +7.8%
9 BEN FRANKLIN RESOURCES INC Financial Services 212,289.0 $7.1M 4.12% NEW $33.27 +4.1%
10 IVZ INVESCO LTD Financial Services 251,878.0 $6.6M 3.88% +105K +71.8% $26.39 +24.5%
11 F FORD MTR CO Consumer Cyclical 455,257.0 $6.3M 3.69% +226K +98.5% $13.90 -0.2%
12 KIM KIMCO REALTY CORP Real Estate 234,283.0 $5.9M 3.47% NEW $25.35 -6.2%
13 BOND PIMCO ETF TR 51,160.0 $4.7M 2.75% +5K +11.1% $92.21 -1.8%
14 NVDA NVIDIA CORPORATION Technology 17,324.0 $3.5M 2.02% -2K -12.2% $200.09 +8.7%
15 DFIV DIMENSIONAL ETF TRUST 61,605.0 $3.3M 1.94% -34K -35.6% $54.02 +7.3%
16 AAPL APPLE INC Technology 10,082.0 $2.9M 1.70% +5K +93.1% $289.35 +10.5%
17 CSD INVESCO EXCHANGE TRADED FD T 17,416.0 $2.6M 1.52% +11K +151.9% $149.75 -12.1%
18 GOOG ALPHABET INC 7,290.0 $2.6M 1.50% +4K +100.0% $353.35
19 BERKSHIRE HATHAWAY INC DEL 5,132.0 $2.6M 1.50% NEW $500.39
20 XLG INVESCO EXCHANGE TRADED FD T 37,302.0 $2.3M 1.33% +22K +146.6% $61.23 +2.3%
Page 1 of 3  ·  50 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
Financial Services 30.1%
Real Estate 28.3%
Technology 20.2%
Consumer Cyclical 15.9%
Energy 2.9%
Communication Services 1.8%
Consumer Defensive 0.9%