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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 22 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 MSI MOTOROLA SOLUTIONS INC Technology 2,954.0 $1.2M 0.01% NEW $415.27 +17.3%
422 J JACOBS SOLUTIONS INC Industrials 9,719.0 $1.2M 0.01% NEW $126.00 +20.2%
423 AZN ASTRAZENECA PLC Healthcare 6,410.0 $1.2M 0.01% NEW $189.63 -12.3%
424 CAH CARDINAL HEALTH INC Healthcare 5,110.0 $1.2M 0.01% NEW $237.58 +0.4%
425 USCI UNITED STS COMMODITY INDEX F Financial Services 13,054.0 $1.2M 0.01% NEW $92.64 +12.3%
426 XLV SELECT SECTOR SPDR TR 7,611.0 $1.2M 0.01% NEW $158.67 +9.4%
427 NVDA CALL NVIDIA CORPORATION Technology 6,000.0 $1.2M 0.01% NEW $200.09 +4.9%
428 NDAQ NASDAQ INC Financial Services 15,075.0 $1.2M 0.01% NEW $78.82 +26.2%
429 MTD METTLER TOLEDO INTERNATIONAL Healthcare 929.0 $1.2M 0.01% NEW $1277.37 +9.5%
430 FCX FREEPORT MCMORAN INC Basic Materials 18,815.0 $1.2M 0.01% NEW $62.89 +25.6%
431 BSMT INVESCO EXCH TRD SLF IDX FD 51,344.0 $1.2M 0.01% NEW $23.03 -0.4%
432 DFLV DIMENSIONAL ETF TRUST 29,805.0 $1.2M 0.01% NEW $39.54 +6.3%
433 IOT SAMSARA INC Technology 36,338.0 $1.2M 0.01% NEW $32.43 +22.8%
434 IWR ISHARES TR 10,682.0 $1.2M 0.01% NEW $110.32 +2.7%
435 GM GENERAL MTRS CO Consumer Cyclical 15,245.0 $1.2M 0.01% NEW $77.08 +12.0%
436 IHDG WISDOMTREE TR 22,189.0 $1.2M 0.01% NEW $52.38 +2.1%
437 VLO VALERO ENERGY CORP Energy 4,456.0 $1.2M 0.01% NEW $260.45 +33.6%
438 IMTM ISHARES TR 21,757.0 $1.2M 0.01% NEW $53.33 +0.9%
439 XEL XCEL ENERGY INC Utilities 14,290.0 $1.1M 0.01% NEW $80.30 -3.2%
440 PGR PROGRESSIVE CORP Financial Services 5,237.0 $1.1M 0.01% NEW $218.46 +1.8%
Page 22 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%