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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 51 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 SLB SLB LIMITED Energy 4,683.0 $218K 0.00% NEW $46.49 +16.2%
1002 STE STERIS PLC Healthcare 1,030.0 $217K 0.00% NEW $210.66 +12.9%
1003 GIB CGI INC Technology 3,347.0 $216K 0.00% NEW $64.58 +15.9%
1004 ANNALY CAPITAL MANAGEMENT IN 9,624.0 $215K 0.00% NEW $22.36
1005 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 11,401.0 $215K 0.00% NEW $18.87 +20.3%
1006 RKT ROCKET COS INC Financial Services 13,648.0 $215K 0.00% NEW $15.75 -10.5%
1007 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 397.0 $215K 0.00% NEW $541.32 -5.3%
1008 WSO WATSCO INC Industrials 515.0 $215K 0.00% NEW $416.89 -25.4%
1009 NFLX CALL NETFLIX INC. Communication Services 3,000.0 $214K 0.00% NEW $71.40 +12.1%
1010 AIPO TIDAL TRUST II 6,405.0 $214K 0.00% NEW $33.41 -14.9%
1011 FLEX FLEX LTD Technology 1,320.0 $214K 0.00% NEW $162.04 -34.2%
1012 RPRX ROYALTY PHARMA PLC Healthcare 3,784.0 $212K 0.00% NEW $56.07 +9.4%
1013 ROKU ROKU INC Communication Services 1,533.0 $212K 0.00% NEW $138.11 +14.5%
1014 RL RALPH LAUREN CORP Consumer Cyclical 526.0 $211K 0.00% NEW $401.45 -7.6%
1015 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 14,499.0 $211K 0.00% NEW $14.54 -1.6%
1016 QIAGEN NV 5,362.0 $210K 0.00% NEW $39.10
1017 CDW CDW CORP Technology 1,489.0 $209K 0.00% NEW $140.63 -5.8%
1018 OGE OGE ENERGY CORP Utilities 4,302.0 $209K 0.00% NEW $48.66 -5.5%
1019 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 2,685.0 $209K 0.00% NEW $77.85 -11.2%
1020 SAMT ADVISORS INNER CIRCLE FD III 4,379.0 $209K 0.00% NEW $47.74 -9.5%
Page 51 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%