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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 5 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AXP AMERICAN EXPRESS CO COM Financial Services 1,291.0 $437K 0.13% $338.25 -4.2%
82 VOOG VANGUARD S&P 500 GROWTH ETF 5,236.0 $433K 0.13% +5K +649.1% $82.62 +0.6%
83 META META PLATFORMS INC CL A Communication Services 765.0 $431K 0.13% -204.0 -21.1% $563.31 +2.7%
84 CCJ CAMECO CORP COM Energy 4,203.0 $428K 0.13% -7K -61.4% $101.86 -5.5%
85 JCI JOHNSON CTLS INTL PLC SHS Industrials 2,870.0 $419K 0.13% +28.0 +1.0% $146.11 -4.7%
86 TJX TJX COS INC NEW COM Consumer Cyclical 2,743.0 $416K 0.13% +35.0 +1.3% $151.50 -12.0%
87 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 1,418.0 $412K 0.13% -1K -48.1% $290.59 -9.3%
88 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 4,192.0 $368K 0.11% -625.0 -13.0% $87.88 +2.0%
89 MCD MCDONALDS CORP COM Consumer Cyclical 1,292.0 $349K 0.11% +11.0 +0.9% $270.21 -3.4%
90 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 11,003.0 $335K 0.10% +3K +33.0% $30.49 -1.3%
91 DIA SPDR DOW JONES INDUSTRIAL ETF Financial Services 634.0 $331K 0.10% $522.75 +1.0%
92 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 5,910.0 $323K 0.10% $54.63 +1.5%
93 SCHB SCHWAB U.S. BROAD MARKET ETF 11,130.0 $322K 0.10% +414.0 +3.9% $28.96 +1.5%
94 ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 3,668.0 $314K 0.10% $85.66 -7.9%
95 WM WASTE MGMT INC DEL COM Industrials 1,398.0 $312K 0.10% +13.0 +0.9% $222.89 -1.4%
96 MA MASTERCARD INC Financial Services 600.0 $308K 0.09% -20.0 -3.2% $513.60 +13.1%
97 NEE NEXTERA ENERGY INC COM Utilities 3,429.0 $301K 0.09% +32.0 +0.9% $87.77 -5.5%
98 BK BANK OF NY MELLON CORP COM Financial Services 2,013.0 $291K 0.09% $144.61 -0.6%
99 PM PHILIP MORRIS INTL INC Consumer Defensive 1,588.0 $287K 0.09% -396.0 -20.0% $180.91 +3.4%
100 VMI VALMONT INDS INC COM Industrials 474.0 $274K 0.08% NEW $577.60 -19.0%
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
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%