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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 35 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 SLYG SPDR SERIES TRUST 4,257.0 $507K 0.01% NEW $119.13 -2.9%
682 AME AMETEK INC Industrials 2,092.0 $506K 0.01% NEW $241.96 -0.1%
683 XLC SELECT SECTOR SPDR TR 4,716.0 $505K 0.01% NEW $107.14 +5.6%
684 PXF INVESCO EXCH TRADED FD TR II 6,652.0 $503K 0.01% NEW $75.65 +5.8%
685 TSCO TRACTOR SUPPLY CO Consumer Cyclical 15,828.0 $500K 0.01% NEW $31.61 +11.9%
686 CRCL CIRCLE INTERNET GROUP INC Financial Services 7,891.0 $494K 0.01% NEW $62.63 +46.9%
687 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 35,683.0 $493K 0.01% NEW $13.83 +5.1%
688 NYT NEW YORK TIMES CO MTN BE Communication Services 7,038.0 $493K 0.01% NEW $69.98 -2.0%
689 CAMT CAMTEK LTD Technology 3,003.0 $490K 0.01% NEW $163.12 -10.1%
690 PINNACLE FINL PARTNERS INC 4,827.0 $487K 0.01% NEW $100.88
691 PODD INSULET CORP Healthcare 3,197.0 $487K 0.01% NEW $152.22 -6.0%
692 TM TOYOTA MOTOR CORP Consumer Cyclical 2,878.0 $485K 0.01% NEW $168.41 +14.6%
693 BNDX VANGUARD CHARLOTTE FDS 9,965.0 $483K 0.01% NEW $48.43 -1.1%
694 XAR SPDR SERIES TRUST 1,698.0 $482K 0.01% NEW $283.79 -6.7%
695 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,514.0 $481K 0.01% NEW $317.48 -7.9%
696 FDVV FIDELITY COVINGTON TRUST 7,960.0 $480K 0.01% NEW $60.29 +5.0%
697 MORGAN STANLEY BITCOIN TR 28,287.0 $477K 0.01% NEW $16.85
698 NUE NUCOR CORP Basic Materials 2,109.0 $470K 0.01% NEW $222.72 +11.1%
699 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,431.0 $470K 0.01% NEW $193.19 +5.2%
700 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,180.0 $469K 0.01% NEW $112.32 +45.8%
Page 35 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%