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Portfolio (Quarterly) Guide ↗

Per Stirling Capital Management, LLC.

· CIK 0001689933
13F Portfolio $905M AUM 310 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 146 Added 82 Reduced 23 Exited
Page 9 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DTCR GLOBAL X FDS 29,681.0 $711K 0.08% NEW $23.96 +32.5%
162 AR ANTERO RESOURCES CORP Energy 16,738.0 $710K 0.08% -327.0 -1.9% $42.44 -14.6%
163 TAN INVESCO EXCH TRADED FD TR II 12,742.0 $710K 0.08% NEW $55.71 +28.5%
164 PAPR INNOVATOR ETFS TRUST 17,787.0 $708K 0.08% +1K +9.1% $39.80 +5.8%
165 ETN EATON CORP PLC Industrials 1,979.0 $708K 0.08% +575.0 +41.0% $357.63 +13.1%
166 FLMB FRANKLIN TEMPLETON ETF TR 29,755.0 $703K 0.08% +360.0 +1.2% $23.62 +0.9%
167 DIA STATE STR SPDR DOW JONES IND Financial Services 1,506.0 $698K 0.08% +102.0 +7.3% $463.18 +9.5%
168 FCX FREEPORT MCMORAN INC Basic Materials 11,755.0 $691K 0.08% -1K -8.3% $58.78 +10.9%
169 SCHY SCHWAB STRATEGIC TR 21,628.0 $685K 0.08% -808.0 -3.6% $31.66 +2.3%
170 PJUL INNOVATOR ETFS TRUST 14,854.0 $683K 0.07% -214.0 -1.4% $45.97 +5.6%
171 NUMI NUSHARES ETF TR 27,350.0 $682K 0.07% +305.0 +1.1% $24.95 +1.0%
172 PJAN INNOVATOR ETFS TRUST 14,427.0 $666K 0.07% -78.0 -0.5% $46.13 +7.3%
173 SHYM BLACKROCK ETF TRUST II 29,970.0 $660K 0.07% +10K +50.3% $22.02 +1.1%
174 SDVY FIRST TR EXCHANGE TRADED FD 16,587.0 $654K 0.07% $39.43 +5.3%
175 POCT INNOVATOR ETFS TRUST 15,015.0 $647K 0.07% -208.0 -1.4% $43.11 +7.2%
176 EZM WISDOMTREE TR 9,610.0 $646K 0.07% $67.22 +9.6%
177 TEMA ETF TRUST 18,792.0 $643K 0.07% NEW $34.24
178 VUG VANGUARD INDEX FDS 1,473.0 $643K 0.07% +235.0 +19.0% $436.78 -79.6%
179 NULV NUSHARES ETF TR 13,808.0 $628K 0.07% +316.0 +2.3% $45.50 +11.9%
180 VUSB VANGUARD BD INDEX FDS 12,572.0 $626K 0.07% -303.0 -2.4% $49.79 +0.0%
Page 9 of 16  ·  310 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 25.0%
Technology 24.8%
Energy 20.2%
Industrials 7.3%
Consumer Cyclical 6.1%
Healthcare 5.0%
Communication Services 4.7%
Consumer Defensive 4.2%
Utilities 1.5%
Basic Materials 0.6%