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Portfolio (Quarterly) Guide ↗

BigSur Wealth Management LLC

· CIK 0001659171
13F Portfolio $415M AUM 170 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 25 New 33 Added 67 Reduced 16 Exited
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HONEYWELL INTL INC 13,555.0 $3.0M 0.73% NEW $223.90
2 HONEYWELL AEROSPACE INC 13,555.0 $3.0M 0.72% NEW $221.08
3 IWB ISHARES TR 7,100.0 $2.9M 0.70% NEW $409.50 +3.1%
4 XSOE WISDOMTREE TR 44,500.0 $2.2M 0.53% NEW $49.18 -2.7%
5 PJAN INNOVATOR ETFS TRUST 32,500.0 $1.6M 0.39% NEW $49.49 +2.2%
6 SAMT ADVISORS INNER CIRCLE FD III 22,560.0 $1.1M 0.26% NEW $47.73 -9.6%
7 SLV ISHARES SILVER TR Financial Services 12,000.0 $642K 0.15% NEW $53.47 +17.4%
8 ACWX ISHARES TR 7,500.0 $571K 0.14% NEW $76.11 +2.3%
9 IALT BLACKROCK ETF TRUST 17,800.0 $499K 0.12% NEW $28.05 +3.5%
10 PEJ INVESCO EXCHANGE TRADED FD T 7,470.0 $497K 0.12% NEW $66.57 +0.6%
11 PLTR PALANTIR TECHNOLOGIES INC Technology 3,500.0 $408K 0.10% NEW $116.67 +59.7%
12 SPACE EXPLORATION TECHN CORP 2,100.0 $359K 0.09% NEW $170.86
13 CAT CATERPILLAR INC Industrials 310.0 $330K 0.08% NEW $1064.90 -23.4%
14 NFLX NETFLIX INC. Communication Services 4,000.0 $286K 0.07% NEW $71.40 +12.1%
15 KLAC KLA CORP Technology 913.0 $275K 0.07% NEW $301.71 -39.4%
16 WCN WASTE CONNECTIONS INC Industrials 1,548.0 $258K 0.06% NEW $166.69 -0.4%
17 DBMF LITMAN GREGORY FDS TR 8,080.0 $247K 0.06% NEW $30.61 +2.1%
18 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,379.0 $239K 0.06% NEW $173.12 -5.9%
19 TXN TEXAS INSTRS INC Technology 768.0 $229K 0.06% NEW $298.07 -11.1%
20 MGNR AMERICAN BEACON SELECT FUNDS 4,650.0 $226K 0.05% NEW $48.55 +15.0%
Page 1 of 2  ·  25 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
Financial Services 40.4%
Technology 23.1%
Industrials 8.6%
Healthcare 7.8%
Communication Services 7.3%
Consumer Cyclical 5.0%
Utilities 3.8%
Basic Materials 1.6%
Energy 1.5%
Consumer Defensive 0.8%