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Portfolio (Quarterly) Guide ↗

Towerpoint Wealth, LLC

· CIK 0001731445
13F Portfolio $289M AUM 115 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 37 Added 30 Reduced 2 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DIS DISNEY WALT CO Communication Services 2,221.0 $214K 0.07% NEW $96.24 +11.4%
22 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,487.0 $202K 0.07% NEW $81.17 -9.1%
23 BAC BANK OF AMER CORP Financial Services 3,527.0 $201K 0.07% NEW $56.98 +10.6%
24 KVUE KENVUE INC Consumer Defensive 10,436.0 $199K 0.07% NEW $19.11 -0.8%
Page 2 of 2  ·  24 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
Technology 35.8%
Financial Services 23.0%
Healthcare 16.6%
Consumer Defensive 7.9%
Communication Services 5.6%
Industrials 4.3%
Consumer Cyclical 3.7%
Energy 1.6%
Utilities 0.8%
Basic Materials 0.5%