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Portfolio (Quarterly) Guide ↗

Vigilare Wealth Management

· CIK 0001730889
13F Portfolio $326M AUM 123 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 39 Added 40 Reduced 7 Exited
Page 4 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 14,077.0 $638K 0.20% -3K -15.7% $45.34 -6.1%
62 INTC INTEL CORP COM Technology 4,500.0 $628K 0.19% NEW $139.63 -36.3%
63 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 6,224.0 $627K 0.19% -641.0 -9.3% $100.82 -0.4%
64 DELL DELL TECHNOLOGIES INC CL C Technology 1,436.0 $620K 0.19% NEW $431.46 -1.6%
65 VTI VANGUARD TOTAL STK MKT 1,653.0 $612K 0.19% +171.0 +11.5% $370.10 +1.4%
66 PWR QUANTA SVCS INC COM Industrials 832.0 $599K 0.18% -30.0 -3.5% $720.04 -15.1%
67 SH PROSHARES TR SHORT S&P 500 PROSHARES 18,042.0 $596K 0.18% -24K -56.8% $33.02 -1.0%
68 AEP AMERICAN ELEC PWR CO INC COM Utilities 4,229.0 $579K 0.18% $136.81 -10.1%
69 KO COCA COLA CO COM Consumer Defensive 7,112.0 $578K 0.18% $81.27 +8.3%
70 AMGN AMGEN INC Healthcare 1,521.0 $551K 0.17% +11.0 +0.7% $362.04 +21.0%
71 PANW PALO ALTO NETWORKS INC COM Technology 1,603.0 $547K 0.17% -63.0 -3.8% $341.05 +6.2%
72 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,081.0 $541K 0.17% +51.0 +5.0% $500.39
73 DAL DELTA AIR LINES INC DEL CMN Industrials 5,746.0 $538K 0.17% NEW $93.66 -18.4%
74 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,534.0 $528K 0.16% $344.32 -4.2%
75 NUE NUCOR CORP COM Basic Materials 2,352.0 $524K 0.16% -134.0 -5.4% $222.75 +13.1%
76 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 5,392.0 $518K 0.16% +2K +46.5% $96.12 -53.2%
77 SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X ETF 1,866.0 $498K 0.15% NEW $266.70 -60.3%
78 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 5,302.0 $481K 0.15% $90.79 +1.6%
79 OKE ONEOK INC NEW COM Energy 5,442.0 $473K 0.14% +1K +37.8% $86.94 +10.1%
80 DRLL STRIVE U.S. ENERGY ETF 13,470.0 $451K 0.14% $33.50 +25.1%
Page 4 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
Financial Services 23.0%
Technology 22.7%
Consumer Cyclical 14.0%
Industrials 8.6%
Consumer Defensive 8.3%
Communication Services 8.0%
Healthcare 6.3%
Utilities 5.8%
Energy 1.9%
Basic Materials 1.5%