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Portfolio (Quarterly) Guide ↗

MinichMacGregor Wealth Management, LLC

· CIK 0001744318
13F Portfolio $552M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 136 New
Page 4 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VRSK VERISK ANALYTICS INC Industrials 3,271.0 $732K 0.13% NEW $223.74 -27.3%
62 FXU FIRST TR EXCHANGE TRADED FD 16,241.0 $731K 0.13% NEW $45.01 +6.0%
63 GIB CGI INC Technology 7,834.0 $723K 0.13% NEW $92.30 -31.6%
64 FXO FIRST TR EXCHANGE TRADED FD 11,884.0 $717K 0.13% NEW $60.35 -2.0%
65 T AT&T INC Communication Services 24,931.0 $619K 0.11% NEW $24.84 -3.3%
66 VTI VANGUARD INDEX FDS 1,819.0 $610K 0.11% NEW $335.32 +8.1%
67 WFC WELLS FARGO CO NEW Financial Services 6,358.0 $593K 0.11% NEW $93.20 -21.2%
68 RSP INVESCO EXCHANGE TRADED FD T 3,065.0 $587K 0.11% NEW $191.59 +5.9%
69 AXP AMERICAN EXPRESS CO Financial Services 1,561.0 $578K 0.10% NEW $370.16 -15.6%
70 WMT WALMART INC Consumer Defensive 5,103.0 $572K 0.10% NEW $112.00 +17.4%
71 LLY ELI LILLY & CO Healthcare 521.0 $560K 0.10% NEW $1075.73 -6.4%
72 CCJ CAMECO CORP Energy 6,067.0 $555K 0.10% NEW $91.49 +14.9%
73 FCX FREEPORT-MCMORAN INC Basic Materials 10,000.0 $508K 0.09% NEW $50.79 +24.1%
74 BSX BOSTON SCIENTIFIC CORP Healthcare 5,311.0 $506K 0.09% NEW $95.35 -41.4%
75 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 15,548.0 $506K 0.09% NEW $32.54 -23.9%
76 LEU CENTRUS ENERGY CORP Energy 2,056.0 $499K 0.09% NEW $242.76 -24.8%
77 GOOG ALPHABET INC Communication Services 1,499.0 $470K 0.09% NEW $313.80 +25.3%
78 GS GOLDMAN SACHS GROUP INC Financial Services 524.0 $461K 0.08% NEW $879.09 +7.9%
79 VUG VANGUARD INDEX FDS 916.0 $447K 0.08% NEW $487.86 -82.2%
80 ABBV ABBVIE INC Healthcare 1,838.0 $420K 0.08% NEW $228.56 -8.4%
Page 4 of 7  ·  136 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 36.5%
Technology 26.6%
Industrials 15.3%
Consumer Cyclical 9.4%
Communication Services 6.3%
Basic Materials 2.8%
Energy 1.1%
Utilities 0.8%
Healthcare 0.8%
Consumer Defensive 0.3%