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Portfolio (Quarterly) Guide ↗

Gainplan LLC

· CIK 0001697857
13F Portfolio $254M AUM 61 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 35 Added 9 Reduced 10 Exited
Page 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QXO QXO INC Industrials 102,420.0 $1.8M 0.70% -150K -59.5% $17.28 -22.7%
22 NVDA NVIDIA CORPORATION Technology 8,306.0 $1.7M 0.66% +1K +20.1% $200.09 +15.1%
23 XLE SELECT SECTOR SPDR TR 27,098.0 $1.4M 0.57% +3K +14.4% $53.11 +20.6%
24 SCHX SCHWAB STRATEGIC TR 47,748.0 $1.4M 0.55% +28K +142.1% $29.43 +3.2%
25 BITWISE FUNDS TRUST 54,625.0 $1.3M 0.53% +10K +21.6% $24.50
26 TSLA TESLA INC Consumer Cyclical 2,986.0 $1.3M 0.49% -365.0 -10.9% $420.54 -15.8%
27 XOP SPDR SERIES TRUST 8,011.0 $1.2M 0.49% +562.0 +7.5% $154.26 +23.6%
28 IDEV ISHARES TR 12,461.0 $1.1M 0.44% +739.0 +6.3% $89.01 +4.9%
29 BERKSHIRE HATHAWAY INC DEL 2,139.0 $1.1M 0.42% $500.28
30 MRVL MARVELL TECHNOLOGY INC Technology 3,566.0 $1.1M 0.42% NEW $297.90 -25.0%
31 NKTR NEKTAR THERAPEUTICS Healthcare 14,962.0 $1.0M 0.41% +10K +199.2% $69.81 +6.3%
32 DAPP VANECK ETF TRUST 38,951.0 $755K 0.30% +1K +3.3% $19.38 +5.6%
33 GDX VANECK ETF TRUST 8,372.0 $632K 0.25% +1K +15.4% $75.45 +31.6%
34 NOW SERVICENOW INC Technology 5,383.0 $534K 0.21% NEW $99.28 +42.3%
35 ETH GRAYSCALE ETHEREUM STAKING Financial Services 34,862.0 $524K 0.21% +299.0 +0.9% $15.03 +55.9%
36 VO VANGUARD INDEX FDS 6,496.0 $523K 0.21% +5K +295.4% $80.57 +2.1%
37 QQQ INVESCO QQQ TR Financial Services 668.0 $492K 0.19% +318.0 +90.9% $736.40 -2.4%
38 GLD SPDR GOLD TR Financial Services 1,298.0 $478K 0.19% -714.0 -35.5% $368.38 +10.4%
39 AAL AMERICAN AIRLINES GROUP INC Industrials 25,084.0 $453K 0.18% NEW $18.07 -27.3%
40 SCHB SCHWAB STRATEGIC TR 14,226.0 $412K 0.16% +81.0 +0.6% $28.96 +2.7%
Page 2 of 4  ·  61 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 88.6%
Technology 6.9%
Industrials 2.4%
Consumer Cyclical 1.1%
Healthcare 0.9%