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Portfolio (Quarterly) Guide ↗

MISSION WEALTH MANAGEMENT, LP

· CIK 0001645382
13F Portfolio $8.2B AUM 1,069 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1069 New
Page 29 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 IXN ISHARES TR 5,129.0 $741K 0.01% NEW $144.49 -4.6%
562 SAP SAP SE Technology 4,800.0 $740K 0.01% NEW $154.11 +35.3%
563 XLI SELECT SECTOR SPDR TR 3,971.0 $736K 0.01% NEW $185.23 -3.7%
564 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,485.0 $729K 0.01% NEW $293.23 +3.6%
565 BSCU INVESCO EXCH TRD SLF IDX FD 43,665.0 $727K 0.01% NEW $16.64 -0.7%
566 FERG FERGUSON ENTERPRISES INC Industrials 3,046.0 $723K 0.01% NEW $237.38 -2.0%
567 TRMB TRIMBLE INC Technology 14,099.0 $722K 0.01% NEW $51.18 +15.0%
568 LLY PUT ELI LILLY & CO Healthcare 600.0 $720K 0.01% NEW $1199.43 +3.0%
569 IREN IREN LIMITED Financial Services 15,729.0 $719K 0.01% NEW $45.73 -9.8%
570 MA PUT MASTERCARD INCORPORATED Financial Services 1,400.0 $719K 0.01% NEW $513.60 +16.7%
571 DG DOLLAR GEN CORP Consumer Defensive 6,244.0 $719K 0.01% NEW $115.11 +5.9%
572 CI THE CIGNA GROUP Healthcare 2,583.0 $712K 0.01% NEW $275.67 +1.3%
573 IUSV ISHARES TR 6,449.0 $710K 0.01% NEW $110.16 +4.1%
574 NUBD NUSHARES ETF TR 32,062.0 $710K 0.01% NEW $22.14 -1.2%
575 PAYX PAYCHEX INC Industrials 7,185.0 $706K 0.01% NEW $98.33 +27.1%
576 WCN WASTE CONNECTIONS INC Industrials 4,236.0 $706K 0.01% NEW $166.69 -0.3%
577 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 18,061.0 $704K 0.01% NEW $38.96 +8.3%
578 BTI BRITISH AMERN TOB PLC Consumer Defensive 11,386.0 $703K 0.01% NEW $61.76 -8.6%
579 YETI YETI HLDGS INC Consumer Cyclical 14,092.0 $698K 0.01% NEW $49.56 -14.1%
580 VOX VANGUARD WORLD FD 3,754.0 $691K 0.01% NEW $183.94 +3.4%
Page 29 of 54  ·  1,069 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 51.3%
Financial Services 11.2%
Consumer Cyclical 9.7%
Industrials 7.7%
Healthcare 6.6%
Communication Services 5.5%
Consumer Defensive 3.7%
Utilities 1.6%
Energy 1.5%
Basic Materials 0.8%