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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 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COIN COINBASE GLOBAL INC Financial Services 1,700.0 $249K 0.04% +13.0 +0.8% $146.19 +27.6%
102 BAC BANK OF AMER CORP Financial Services 4,349.0 $248K 0.04% $56.98 +8.3%
103 GE GE AEROSPACE Industrials 641.0 $240K 0.04% NEW $373.73 -6.8%
104 OKTA OKTA INC Technology 1,713.0 $234K 0.04% NEW $136.45 -1.0%
105 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,725.0 $230K 0.04% $61.76 -9.0%
106 FCX FREEPORT MCMORAN INC Basic Materials 3,582.0 $225K 0.04% NEW $62.89 +21.9%
107 MO ALTRIA GROUP INC Consumer Defensive 3,049.0 $223K 0.04% -324.0 -9.6% $73.01 -9.5%
108 BWA BORGWARNER INC Consumer Cyclical 3,333.0 $221K 0.04% NEW $66.40 +2.1%
109 CALL INTEL CORP 4,700.0 $221K 0.04% NEW $46.95
110 ABBV ABBVIE INC Healthcare 876.0 $220K 0.04% NEW $251.64 +5.3%
111 ATR APTARGROUP INC Healthcare 1,735.0 $217K 0.04% $125.20 +7.7%
112 CBRE CBRE GROUP INC Real Estate 1,575.0 $212K 0.04% NEW $134.69 +12.9%
113 C CITIGROUP INC Financial Services 1,504.0 $210K 0.04% NEW $139.96 -5.9%
114 JEPQ J P MORGAN EXCHANGE TRADED F 3,424.0 $210K 0.04% NEW $61.46 -2.6%
115 LMT LOCKHEED MARTIN CORP Industrials 404.0 $206K 0.03% -120.0 -22.9% $509.35 +10.6%
116 MPLX MPLX LP Energy 3,642.0 $205K 0.03% $56.33 +3.7%
117 BSX BOSTON SCIENTIFIC CORP Healthcare 4,800.0 $205K 0.03% -32.0 -0.7% $42.68 +18.0%
118 ARKK ARK ETF TR 2,512.0 $203K 0.03% NEW $80.82 +6.7%
119 NFLX NETFLIX INC. Communication Services 2,841.0 $203K 0.03% NEW $71.40 +11.5%
120 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,169.0 $203K 0.03% NEW $64.01 +16.9%
Page 6 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%