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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 34 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 INCY INCYTE CORP Healthcare 4,772.0 $541K 0.01% NEW $113.36 +14.4%
662 ILMN ILLUMINA INC Healthcare 3,068.0 $539K 0.01% NEW $175.80 +28.0%
663 BIL SPDR SERIES TRUST 5,853.0 $536K 0.01% NEW $91.64 -0.0%
664 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,808.0 $535K 0.01% NEW $296.15 +18.2%
665 XLY SELECT SECTOR SPDR TR 4,564.0 $535K 0.01% NEW $117.27 +0.6%
666 LNG CHENIERE ENERGY INC Energy 2,239.0 $535K 0.01% NEW $238.96 +16.7%
667 YUM YUM BRANDS INC Consumer Cyclical 3,328.0 $532K 0.01% NEW $159.87 -2.3%
668 MAA MID-AMER APT CMNTYS INC Real Estate 3,819.0 $531K 0.01% NEW $138.95 -5.0%
669 TEX TEREX CORP NEW Industrials 7,281.0 $527K 0.01% NEW $72.39 -9.9%
670 RBRK RUBRIK INC. Technology 6,564.0 $527K 0.01% NEW $80.28 +15.4%
671 DUPONT DE NEMOURS INC 3,874.0 $525K 0.01% NEW $135.64
672 SCHR SCHWAB STRATEGIC TR 21,272.0 $525K 0.01% NEW $24.66 -0.6%
673 TEL TE CONNECTIVITY PLC Technology 2,593.0 $523K 0.01% NEW $201.66 -0.1%
674 F FORD MTR CO Consumer Cyclical 37,571.0 $522K 0.01% NEW $13.90 +0.4%
675 RVTY REVVITY INC Healthcare 4,672.0 $520K 0.01% NEW $111.25 +12.2%
676 BIIB BIOGEN INC Healthcare 2,387.0 $516K 0.01% NEW $216.08 +2.2%
677 NET PUT CLOUDFLARE INC Technology 2,100.0 $515K 0.01% NEW $245.28 +13.2%
678 EOG EOG RES INC Energy 3,932.0 $510K 0.01% NEW $129.73 +13.2%
679 HII HUNTINGTON INGALLS INDS INC Industrials 1,819.0 $509K 0.01% NEW $279.88 +4.0%
680 SATS ECHOSTAR CORP Technology 5,008.0 $508K 0.01% NEW $101.52 -16.0%
Page 34 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%