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Portfolio (Quarterly) Guide ↗

Requisite Capital Management, LLC

· CIK 0001730573
13F Portfolio $527M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New
Page 5 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSLA TESLA INC Consumer Cyclical 805.0 $362K 0.07% NEW $449.72 -3.6%
82 SCHF SCHWAB STRATEGIC TR 14,931.0 $359K 0.07% NEW $24.04 +15.6%
83 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,185.0 $354K 0.07% NEW $161.96 -7.0%
84 KO COCA COLA CO Consumer Defensive 5,034.0 $352K 0.07% NEW $69.91 +15.1%
85 MBS ANGEL OAK FUNDS TRUST 39,150.0 $344K 0.07% NEW $8.79 -1.9%
86 ACN ACCENTURE PLC IRELAND Technology 1,263.0 $339K 0.06% NEW $268.30 -34.0%
87 BX BLACKSTONE INC Financial Services 2,162.0 $333K 0.06% NEW $154.15 -23.4%
88 BAC BANK AMERICA CORP Financial Services 5,745.0 $316K 0.06% NEW $55.00 -5.1%
89 SOUTHSTATE BK CORP 3,295.0 $310K 0.06% NEW $94.11
90 BLK BLACKROCK INC Financial Services 288.0 $308K 0.06% NEW $1070.64 +0.6%
91 AMGN AMGEN INC Healthcare 931.0 $305K 0.06% NEW $327.31 +2.6%
92 COF CAPITAL ONE FINL CORP Financial Services 1,252.0 $303K 0.06% NEW $242.36 -23.1%
93 MCD MCDONALDS CORP Consumer Cyclical 982.0 $300K 0.06% NEW $305.76 -8.7%
94 JNJ JOHNSON & JOHNSON Healthcare 1,399.0 $290K 0.06% NEW $206.99 +11.2%
95 RNST RENASANT CORP Financial Services 8,001.0 $284K 0.05% NEW $35.45 +16.8%
96 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 9,865.0 $268K 0.05% NEW $27.15 -29.3%
97 TRGP TARGA RES CORP Energy 1,397.0 $258K 0.05% NEW $184.50 +46.3%
98 PAA PLAINS ALL AMERN PIPELINE L Energy 14,267.0 $256K 0.05% NEW $17.96 +31.2%
99 LLY ELI LILLY & CO Healthcare 238.0 $256K 0.05% NEW $1074.07 -0.9%
100 LMT LOCKHEED MARTIN CORP Industrials 519.0 $251K 0.05% NEW $483.59 +10.2%
Page 5 of 7  ·  123 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
Energy 36.8%
Financial Services 29.0%
Technology 13.8%
Communication Services 5.5%
Consumer Cyclical 5.0%
Healthcare 4.1%
Industrials 2.3%
Consumer Defensive 1.6%
Real Estate 1.0%
Utilities 0.6%