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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 32 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 RBC RBC BEARINGS INC Industrials 931.0 $600K 0.01% NEW $644.06 -23.0%
622 CM CANADIAN IMPERIAL BANK OF CO Financial Services 5,210.0 $599K 0.01% NEW $115.00 +2.9%
623 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,062.0 $599K 0.01% NEW $290.55 -9.8%
624 REET ISHARES TR 21,684.0 $599K 0.01% NEW $27.62 +2.2%
625 MOH MOLINA HEALTHCARE INC Healthcare 2,604.0 $596K 0.01% NEW $228.71 -12.7%
626 PPA INVESCO EXCHANGE TRADED FD T 3,364.0 $594K 0.01% NEW $176.65 -3.4%
627 ISHARES TR 26,773.0 $593K 0.01% NEW $22.14
628 BKH BLACK HILLS CORP Utilities 7,929.0 $590K 0.01% NEW $74.40 -1.9%
629 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,358.0 $589K 0.01% NEW $249.94 -6.8%
630 IRM IRON MTN INC DEL Real Estate 4,657.0 $588K 0.01% NEW $126.32 -4.3%
631 GEV CALL GE VERNOVA INC Utilities 500.0 $587K 0.01% NEW $1174.86 -21.1%
632 SCHH SCHWAB STRATEGIC TR 24,523.0 $581K 0.01% NEW $23.68 +2.2%
633 DXJ WISDOMTREE TR 3,341.0 $580K 0.01% NEW $173.52 +2.9%
634 RPM RPM INTL INC Basic Materials 5,212.0 $579K 0.01% NEW $111.16 -3.9%
635 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,481.0 $578K 0.01% NEW $233.06 +0.6%
636 ATO ATMOS ENERGY CORP Utilities 3,353.0 $578K 0.01% NEW $172.30 -2.7%
637 MU CALL MICRON TECHNOLOGY INC Technology 500.0 $577K 0.01% NEW $1154.29 -19.2%
638 UFO PROCURE ETF TRUST II 11,370.0 $576K 0.01% NEW $50.67 -12.0%
639 WRB BERKLEY W R CORP Financial Services 8,161.0 $576K 0.01% NEW $70.52 -2.9%
640 NNN NNN REIT INC Real Estate 12,366.0 $575K 0.01% NEW $46.53 -0.9%
Page 32 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%