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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 6 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MS MORGAN STANLEY Financial Services 1,607.0 $285K 0.05% NEW $177.53 +8.5%
102 AXON AXON ENTERPRISE INC Industrials 500.0 $284K 0.05% NEW $567.93 -30.9%
103 JNJ JOHNSON & JOHNSON Healthcare 1,369.0 $283K 0.05% NEW $207.07 +10.6%
104 IVZ INVESCO LTD Financial Services 10,659.0 $280K 0.05% NEW $26.27 +4.3%
105 AADR ADVISORSHARES TR 3,244.0 $280K 0.05% NEW $86.25 -2.4%
106 IGOV ISHARES TR 6,643.0 $278K 0.05% NEW $41.81 -1.9%
107 XLG INVESCO EXCHANGE TRADED FD T 4,665.0 $277K 0.05% NEW $59.28 +6.3%
108 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,347.0 $275K 0.05% NEW $82.02 -25.0%
109 EMR EMERSON ELEC CO Industrials 2,042.0 $271K 0.05% NEW $132.72 -0.4%
110 IBM INTERNATIONAL BUSINESS MACHS Technology 912.0 $270K 0.05% NEW $296.24 -24.8%
111 APA APA CORPORATION Energy 10,793.0 $264K 0.05% NEW $24.46 +64.1%
112 QTEC FIRST TR EXCHANGE-TRADED FD 1,141.0 $263K 0.05% NEW $230.21 +25.3%
113 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 945.0 $260K 0.05% NEW $275.39 +169.0%
114 IBDW ISHARES TR 12,206.0 $258K 0.05% NEW $21.15 -2.3%
115 RIG TRANSOCEAN LTD Energy 60,000.0 $248K 0.04% NEW $4.13 +83.5%
116 VOO VANGUARD INDEX FDS 389.0 $244K 0.04% NEW $628.48 +7.3%
117 CAT CATERPILLAR INC Industrials 425.0 $244K 0.04% NEW $573.81 +49.9%
118 AES AES CORP Utilities 16,772.0 $241K 0.04% NEW $14.34 +1.6%
119 QYLD GLOBAL X FDS 13,318.0 $235K 0.04% NEW $17.67 -0.1%
120 MO ALTRIA GROUP INC Consumer Defensive 4,076.0 $235K 0.04% NEW $57.66 +27.9%
Page 6 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%