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Portfolio (Quarterly) Guide ↗

Q3 Asset Management

· CIK 0001732543
13F Portfolio $437M AUM 62 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 32 New 16 Added 13 Reduced 25 Exited
Page 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Q3 ALL SEASON TACTICAL ADVANTAGE ETF 519,895.0 $13.1M 3.01% NEW $25.26
2 OIH VANECK VECTORS OIL SERVICES ETF 35,924.0 $10.2M 2.34% NEW $284.77 +35.4%
3 DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 Financial Services 20,924.0 $10.1M 2.30% NEW $480.55 +7.3%
4 Fidelity MSCI Health Care Index ETF 84,880.0 $6.3M 1.44% NEW $74.27
5 XBI SPDR S&P Biotech ETF USD Class 47,249.0 $5.8M 1.32% NEW $121.93 +15.4%
6 INTC INTEL CORP Technology 118,579.0 $4.4M 1.00% NEW $36.96 +262.5%
7 IBB ISHARES BIOTECHNOLOGY ETF 23,686.0 $4.0M 0.92% NEW $168.83 +2.8%
8 XLV SELECT SECTOR SPDR FD HEALTH CARE 24,602.0 $3.8M 0.87% NEW $154.78 -3.5%
9 KRBN KRANESHARES GLOBAL CARBON STRATEGY ETF 107,196.0 $3.8M 0.87% NEW $35.39 -5.7%
10 FSLR FIRST SOLAR, INC. - COMMON STOCK Energy 13,388.0 $3.5M 0.80% NEW $260.98 -1.3%
11 PPLT ABRDN PHYSICAL PLATINUM SHARES ETF Financial Services 17,609.0 $3.3M 0.75% NEW $186.38 -91.8%
12 SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 128,601.0 $2.9M 0.66% NEW $22.41 -0.5%
13 IWS ISHARES TR RUSSELL MID-CAP VALUE 20,145.0 $2.8M 0.65% NEW $141.03 +15.5%
14 TLT ISHARES TR BARCLAYS 20 YR TREAS BD ETF 32,460.0 $2.8M 0.65% NEW $87.15 -0.5%
15 PBE INVESCO BIOTECHNOLOGY AND GENOME ETF 17,429.0 $1.4M 0.33% NEW $82.10 +2.9%
16 TAN INVESCO SOLAR ETF 29,040.0 $1.4M 0.33% NEW $49.10 +23.4%
17 BATT AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF 101,079.0 $1.4M 0.32% NEW $13.79 +20.1%
18 PBW INVESCO WILDERHILL CLEAN ENERGY ETF 45,484.0 $1.4M 0.32% NEW $30.54 +36.0%
19 SPXL DIREXION SHS ETF TR DAILY S&P 500 BULL 3X SHS 4,817.0 $1.1M 0.24% NEW $220.47 +23.7%
20 AMD ADVANCED MICRO DEVICES INC Technology 4,384.0 $939K 0.21% NEW $214.19 +150.9%
Page 1 of 2  ·  32 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 59.2%
Technology 11.9%
Industrials 7.8%
Basic Materials 6.5%
Energy 5.8%
Consumer Defensive 5.5%
Communication Services 1.5%
Healthcare 1.4%
Consumer Cyclical 0.4%