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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 7 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SONY SONY GROUP CORP Technology 25,925.0 $520K 0.12% $20.06 +19.6%
122 SHEL SHELL PLC Energy 6,586.0 $511K 0.12% $77.54 +17.1%
123 IALT BLACKROCK ETF TRUST 17,800.0 $499K 0.12% NEW $28.05 +3.5%
124 PEJ INVESCO EXCHANGE TRADED FD T 7,470.0 $497K 0.12% NEW $66.57 +0.6%
125 QDPL PACER FDS TR 10,670.0 $484K 0.12% -330.0 -3.0% $45.32 +2.8%
126 ABBV ABBVIE INC Healthcare 1,911.0 $481K 0.12% -1K -42.9% $251.64 +2.7%
127 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 5,590.0 $480K 0.12% -14K -72.0% $85.81 -15.9%
128 DBEU DBX ETF TR 8,545.0 $461K 0.11% $53.96 +1.6%
129 HTGC HERCULES CAPITAL INC Financial Services 26,500.0 $418K 0.10% -3K -10.2% $15.77 +11.1%
130 TSLA TESLA INC Consumer Cyclical 991.0 $417K 0.10% $420.60 -15.7%
131 PLTR PALANTIR TECHNOLOGIES INC Technology 3,500.0 $408K 0.10% NEW $116.67 +59.7%
132 SPACE EXPLORATION TECHN CORP 2,100.0 $359K 0.09% NEW $170.86
133 PAUG INNOVATOR ETFS TRUST 7,752.0 $354K 0.09% +3K +67.2% $45.64 +2.5%
134 FDX FEDEX CORP Industrials 1,120.0 $352K 0.09% $314.35 +5.8%
135 CVX CHEVRON CORPORATION Energy 2,053.0 $340K 0.08% -2K -48.0% $165.76 +20.6%
136 CAT CATERPILLAR INC Industrials 310.0 $330K 0.08% NEW $1064.90 -23.4%
137 NOC NORTHROP GRUMMAN CORP Industrials 600.0 $306K 0.07% $509.31 +7.0%
138 NFLX NETFLIX INC. Communication Services 4,000.0 $286K 0.07% NEW $71.40 +12.1%
139 ASML ASML HLDG NV Technology 143.0 $284K 0.07% -52.0 -26.7% $1989.44 -13.2%
140 MDT MEDTRONIC PLC Healthcare 3,600.0 $284K 0.07% $78.95 +14.5%
Page 7 of 9  ·  169 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%