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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 8 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LIN LINDE PLC Basic Materials 546.0 $283K 0.07% -215.0 -28.2% $518.94 -6.7%
142 KLAC KLA CORP Technology 913.0 $275K 0.07% NEW $301.71 -39.2%
143 FEZ SPDR INDEX SHS FDS 4,000.0 $275K 0.07% $68.68 +3.7%
144 WCN WASTE CONNECTIONS INC Industrials 1,548.0 $258K 0.06% NEW $166.69 -0.9%
145 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,000.0 $256K 0.06% $64.01 +13.4%
146 AXP AMERICAN EXPRESS CO Financial Services 744.0 $252K 0.06% -1K -65.4% $338.25 -1.6%
147 UNP UNION PAC CORP Industrials 917.0 $249K 0.06% -2K -73.0% $272.00 +13.3%
148 DBMF LITMAN GREGORY FDS TR 8,080.0 $247K 0.06% NEW $30.61 +1.9%
149 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,379.0 $239K 0.06% NEW $173.12 -5.6%
150 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,627.0 $233K 0.06% -3K -49.0% $88.60 -36.3%
151 EMXC ISHARES INC 2,240.0 $229K 0.06% $102.30 -3.1%
152 TXN TEXAS INSTRS INC Technology 768.0 $229K 0.06% NEW $298.07 -10.6%
153 DHI D R HORTON INC Consumer Cyclical 1,400.0 $228K 0.06% -400.0 -22.2% $162.88 -10.4%
154 MGNR AMERICAN BEACON SELECT FUNDS 4,650.0 $226K 0.05% NEW $48.55 +14.6%
155 AMAT APPLIED MATLS INC Technology 303.0 $219K 0.05% NEW $723.00 -34.1%
156 APH AMPHENOL CORP Technology 1,236.0 $218K 0.05% NEW $176.57 -8.6%
157 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 6,566.0 $202K 0.05% NEW $30.71 +23.4%
158 VT VANGUARD INTL EQUITY INDEX F 1,240.0 $195K 0.05% $156.95 +3.0%
159 PNOV INNOVATOR ETFS TRUST 4,060.0 $180K 0.04% -94.0 -2.3% $44.35 +2.5%
160 DIGITALBRIDGE GROUP INC 10,000.0 $158K 0.04% NEW $15.79
Page 8 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%