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Portfolio (Quarterly) Guide ↗

Requisite Capital Management, LLC

· CIK 0001730573
13F Portfolio $605M AUM 127 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 17 Added 37 Reduced 13 Exited
Page 2 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CQP CHENIERE ENERGY PARTNERS L P Energy 34,068.0 $2.1M 0.34% $60.95 +12.2%
22 NVDA NVIDIA CORPORATION Technology 10,370.0 $2.1M 0.34% -2K -13.3% $200.08 +7.3%
23 V VISA INC Financial Services 5,638.0 $1.9M 0.32% $343.11 +8.1%
24 ETHA ISHARES ETHEREUM TR Financial Services 145,114.0 $1.7M 0.28% +5K +3.7% $11.89 +53.4%
25 QDPL PACER FDS TR 36,468.0 $1.7M 0.27% -3K -8.0% $45.32 +2.3%
26 WES WESTERN MIDSTREAM PARTNERS L Energy 36,046.0 $1.6M 0.26% $43.76 +10.5%
27 BERKSHIRE HATHAWAY INC DEL 3,143.0 $1.6M 0.26% -58.0 -1.8% $500.39
28 JPM JPMORGAN CHASE & CO Financial Services 4,734.0 $1.5M 0.26% -1K -21.6% $327.33 +7.4%
29 UNH UNITEDHEALTH GROUP INC Healthcare 3,338.0 $1.4M 0.23% $415.61 -6.1%
30 INFL LISTED FDS TR 27,587.0 $1.4M 0.23% NEW $49.88 +11.5%
31 CVX CHEVRON CORPORATION Energy 8,038.0 $1.3M 0.22% -189.0 -2.3% $165.77 +23.8%
32 KMI KINDER MORGAN INC DEL Energy 41,263.0 $1.3M 0.22% -3K -6.3% $31.97 -3.1%
33 AMZN AMAZON COM INC Consumer Cyclical 5,001.0 $1.2M 0.20% -437.0 -8.0% $238.33 +8.5%
34 VNOM VIPER ENERGY INC Energy 27,958.0 $1.2M 0.20% -200.0 -0.7% $42.40 +6.8%
35 TSLA TESLA INC Consumer Cyclical 2,528.0 $1.1M 0.18% +726.0 +40.3% $420.60 -13.7%
36 EPD ENTERPRISE PRODS PARTNERS L 28,644.0 $1.1M 0.17% -3K -8.3% $36.76
37 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,185.0 $1.0M 0.17% -990.0 -31.2% $478.51 -12.4%
38 CAT CATERPILLAR INC Industrials 972.0 $1.0M 0.17% +86.0 +9.7% $1065.35 -22.3%
39 AME AMETEK INC Industrials 4,164.0 $1.0M 0.17% $241.94 -1.0%
40 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,286.0 $963K 0.16% $748.46 +2.3%
Page 2 of 7  ·  127 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 35.5%
Financial Services 33.2%
Technology 14.1%
Healthcare 3.8%
Communication Services 3.6%
Industrials 3.5%
Consumer Cyclical 2.5%
Consumer Defensive 1.7%
Real Estate 1.1%
Utilities 0.9%