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Portfolio (Quarterly) Guide ↗

J. L. Bainbridge & Co., Inc.

· CIK 0001742315
13F Portfolio $1.3B AUM 117 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 115 New
Page 6 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SLF SUN LIFE FINANCIAL INC. COM Financial Services 3,148.0 $247K 0.02% NEW $78.42 +0.7%
102 IJR ISHARES CORE S&P SMALL CAP ETF 1,647.0 $244K 0.02% NEW $148.31 -0.7%
103 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 4,653.0 $244K 0.02% NEW $52.41 -0.6%
104 V VISA INC COM CL A Financial Services 703.0 $241K 0.02% NEW $343.23 +8.1%
105 JPC NUVEEN PFD & INCOME OPPORTUNIT COM Financial Services 30,571.0 $241K 0.02% NEW $7.88 -4.7%
106 FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 13,105.0 $234K 0.02% NEW $17.88 -1.2%
107 FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 11,997.0 $231K 0.02% NEW $19.29 -1.3%
108 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 1,938.0 $226K 0.02% NEW $116.67 +54.2%
109 BIIB BIOGEN INC COM Healthcare 1,000.0 $216K 0.02% NEW $216.06 +0.3%
110 TIP ISHARES TIPS BOND ETF 1,960.0 $214K 0.02% NEW $109.43 -2.1%
111 IWN ISHARES RUSSELL 2000 VALUE ETF 905.0 $200K 0.02% NEW $221.20 +1.6%
112 EMPIRE ST RLTY OP L P UNIT LTD PRTNSP 24,206.0 $134K 0.01% NEW $5.55
113 NAN NUVEEN NY DIVI ADV COM Financial Services 10,782.0 $126K 0.01% NEW $11.73 -6.1%
114 FRMI FERMI INC COM Utilities 12,664.0 $116K 0.01% NEW $9.16 -35.4%
115 PLUG PLUG PWR INC COM NEW Industrials 21,195.0 $57K 0.01% NEW $2.71 -16.2%
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 34.0%
Financial Services 17.5%
Communication Services 15.6%
Consumer Cyclical 11.5%
Healthcare 10.0%
Industrials 10.0%
Utilities 1.0%
Consumer Defensive 0.4%
Energy 0.1%
Basic Materials 0.0%