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Portfolio (Quarterly) Guide ↗

Requisite Capital Management, LLC

· CIK 0001730573
13F Portfolio $537M AUM 114 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 20 Added 34 Reduced 17 Exited
Page 4 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMT AMERICAN TOWER CORP Real Estate 2,932.0 $506K 0.09% $172.60 +7.1%
62 ACWX ISHARES TR 7,322.0 $501K 0.09% $68.47 +11.5%
63 GEV GE VERNOVA INC Utilities 568.0 $496K 0.09% NEW $873.46 +22.7%
64 AVGO BROADCOM INC Technology 1,601.0 $496K 0.09% -121.0 -7.0% $309.51 +36.2%
65 ABT ABBOTT LABORATORIES Healthcare 4,670.0 $479K 0.09% $102.67 -15.5%
66 GS GOLDMAN SACHS GROUP INC Financial Services 554.0 $469K 0.09% $846.36 +16.8%
67 EL PASO ENERGY CAP TR I 9,000.0 $457K 0.09% $50.75
68 SYK STRYKER CORPORATION Healthcare 1,165.0 $384K 0.07% $329.47 -5.0%
69 KO COCA COLA CO Consumer Defensive 5,012.0 $384K 0.07% $76.58 +5.1%
70 HD HOME DEPOT INC Consumer Cyclical 1,165.0 $383K 0.07% -102.0 -8.1% $328.77 -5.8%
71 SCHF SCHWAB STRATEGIC TR 14,931.0 $370K 0.07% $24.75 +11.9%
72 ADBE ADOBE INC Technology 1,439.0 $350K 0.07% -54.0 -3.6% $243.08 -0.4%
73 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,174.0 $342K 0.06% -11.0 -0.5% $157.28 -4.0%
74 TRGP TARGA RES CORP Energy 1,361.0 $341K 0.06% -36.0 -2.6% $250.73 +8.6%
75 JNJ JOHNSON & JOHNSON Healthcare 1,394.0 $341K 0.06% $244.49 -5.4%
76 AMGN AMGEN INC Healthcare 920.0 $324K 0.06% -11.0 -1.2% $351.85 -4.2%
77 MBS ANGEL OAK FUNDS TRUST 37,098.0 $323K 0.06% -2K -5.2% $8.71 -1.0%
78 PAA PLAINS ALL AMERN PIPELINE L Energy 14,267.0 $319K 0.06% $22.33 +6.0%
79 LMT LOCKHEED MARTIN CORP Industrials 524.0 $317K 0.06% +5.0 +1.0% $604.29 -11.9%
80 SOUTHSTATE BK CORP 3,296.0 $305K 0.06% $92.52
Page 4 of 6  ·  114 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 43.9%
Financial Services 26.1%
Technology 11.1%
Consumer Cyclical 5.3%
Communication Services 4.6%
Healthcare 3.1%
Industrials 2.6%
Consumer Defensive 1.9%
Utilities 1.0%
Real Estate 0.5%