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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 6 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PEP PEPSICO INC Consumer Defensive 1,810.0 $245K 0.09% -21.0 -1.1% $135.40 +4.3%
102 AAL AMERICAN AIRLINES GROUP INC Industrials 13,494.0 $244K 0.08% NEW $18.07 -27.2%
103 EMNT PIMCO ETF TR 2,449.0 $242K 0.08% +247.0 +11.2% $98.95 -0.2%
104 ICVT ISHARES TR 1,941.0 $236K 0.08% NEW $121.72 -7.8%
105 IBM INTERNATIONAL BUSINESS MACHS Technology 834.0 $235K 0.08% -7.0 -0.8% $281.28 -17.7%
106 BSV VANGUARD BD INDEX FDS 2,911.0 $227K 0.08% $77.91 -1.0%
107 PANW PALO ALTO NETWORKS INC Technology 657.0 $224K 0.08% NEW $341.02 -4.6%
108 NFLX NETFLIX INC. Communication Services 3,077.0 $220K 0.08% +478.0 +18.4% $71.40 +15.0%
109 ISCG ISHARES TR 3,298.0 $216K 0.07% NEW $65.53 -3.7%
110 DIS DISNEY WALT CO Communication Services 2,221.0 $214K 0.07% NEW $96.24 +12.9%
111 SYK STRYKER CORPORATION Healthcare 664.0 $209K 0.07% +4.0 +0.6% $314.86 +0.3%
112 DMLP DORCHESTER MINERALS L P Energy 8,093.0 $204K 0.07% -63.0 -0.8% $25.25 +16.0%
113 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,487.0 $202K 0.07% NEW $81.17 -9.8%
114 BAC BANK OF AMER CORP Financial Services 3,527.0 $201K 0.07% NEW $56.98 +9.6%
115 KVUE KENVUE INC Consumer Defensive 10,436.0 $199K 0.07% NEW $19.11 -0.3%
Page 6 of 6  ·  115 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%