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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 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBB ISHARES TR 5,800.0 $1.1M 0.27% -2K -29.7% $190.19 +13.0%
42 CSCO CISCO SYS INC Technology 8,373.0 $983K 0.24% -88.0 -1.0% $117.46 -4.9%
43 NEM NEWMONT CORP Basic Materials 10,000.0 $934K 0.23% -1K -12.3% $93.40 +41.8%
44 XLB SELECT SECTOR SPDR TR 18,200.0 $925K 0.22% -3K -12.6% $50.83 +4.9%
45 BMY BRISTOL-MYERS SQUIBB CO Healthcare 15,200.0 $876K 0.21% -1K -6.2% $57.62 +16.3%
46 MCD MCDONALDS CORP Consumer Cyclical 2,994.0 $809K 0.20% -2K -43.9% $270.31 -3.7%
47 QQQ INVESCO QQQ TR Financial Services 1,084.0 $799K 0.19% -2K -58.4% $736.63 -2.3%
48 PPA INVESCO EXCHANGE TRADED FD T 4,500.0 $795K 0.19% -4K -45.0% $176.65 -2.9%
49 XBI SPDR SERIES TRUST 5,000.0 $791K 0.19% -2K -23.1% $158.25 +6.5%
50 BA BOEING CO Industrials 3,180.0 $688K 0.17% -2K -32.0% $216.47 -3.1%
51 CALF PACER FDS TR 13,100.0 $663K 0.16% -1K -9.3% $50.61 +14.1%
52 CRM SALESFORCE INC Technology 3,617.0 $570K 0.14% -7K -67.1% $157.47 +61.3%
53 WFC WELLS FARGO & CO Financial Services 6,800.0 $562K 0.14% -750.0 -9.9% $82.64 +2.7%
54 QDPL PACER FDS TR 10,670.0 $484K 0.12% -330.0 -3.0% $45.32 +2.8%
55 ABBV ABBVIE INC Healthcare 1,911.0 $481K 0.12% -1K -42.9% $251.64 +2.7%
56 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 5,590.0 $480K 0.12% -14K -72.0% $85.81 -15.9%
57 HTGC HERCULES CAPITAL INC Financial Services 26,500.0 $418K 0.10% -3K -10.2% $15.77 +11.1%
58 CVX CHEVRON CORPORATION Energy 2,053.0 $340K 0.08% -2K -48.0% $165.76 +20.6%
59 ASML ASML HLDG NV Technology 143.0 $284K 0.07% -52.0 -26.7% $1989.44 -13.2%
60 LIN LINDE PLC Basic Materials 546.0 $283K 0.07% -215.0 -28.2% $518.94 -6.4%
Page 3 of 4  ·  67 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%