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Portfolio (Quarterly) Guide ↗

MinichMacGregor Wealth Management, LLC

· CIK 0001744318
13F Portfolio $566.7B AUM 136 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 37 Added 50 Reduced 26 Exited
Page 5 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 16,863.0 $369K 0.07% +1K +8.5% $21.89 +13.1%
82 PBD INVESCO EXCH TRADED FD TR II 20,567.0 $369K 0.07% -1K -6.4% $17.93 +17.1%
83 JNJ JOHNSON & JOHNSON Healthcare 1,492.0 $365K 0.06% +123.0 +9.0% $244.45 -7.3%
84 MU MICRON TECHNOLOGY INC Technology 1,070.0 $362K 0.06% -225.0 -17.4% $337.86 +114.5%
85 BK BANK NEW YORK MELLON CORP Financial Services 3,012.0 $357K 0.06% -22.0 -0.7% $118.63 +15.1%
86 LEU CENTRUS ENERGY CORP Energy 2,056.0 $357K 0.06% $173.59 +5.2%
87 PPA INVESCO EXCHANGE TRADED FD T 2,142.0 $355K 0.06% -222.0 -9.4% $165.70 +0.5%
88 KNCT INVESCO EXCHANGE TRADED FD T 2,540.0 $352K 0.06% -174.0 -6.4% $138.56 +34.0%
89 C CITIGROUP INC Financial Services 3,090.0 $350K 0.06% $113.41 +7.9%
90 PRFD PIMCO ETF TR 6,574.0 $333K 0.06% +889.0 +15.6% $50.67 +0.3%
91 APA APA CORPORATION Energy 7,783.0 $330K 0.06% -3K -27.9% $42.44 -5.4%
92 BSX BOSTON SCIENTIFIC CORP Healthcare 5,245.0 $329K 0.06% -66.0 -1.2% $62.75 -10.9%
93 PKB INVESCO EXCHANGE TRADED FD T 3,305.0 $322K 0.06% NEW $97.57 +3.2%
94 PJP INVESCO EXCHANGE TRADED FD T 3,083.0 $320K 0.06% NEW $103.76 +1.2%
95 ABBV ABBVIE INC Healthcare 1,455.0 $317K 0.06% -383.0 -20.8% $217.58 -3.8%
96 CCI CROWN CASTLE INC Real Estate 3,825.0 $311K 0.06% NEW $81.31 +10.6%
97 CSCO CISCO SYS INC Technology 4,006.0 $311K 0.06% $77.60 +52.3%
98 IYF ISHARES TR 2,632.0 $310K 0.06% -127K -98.0% $117.68 +4.5%
99 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 762.0 $299K 0.05% -183.0 -19.4% $391.76 +103.1%
100 GM GENERAL MTRS CO Consumer Cyclical 3,975.0 $296K 0.05% +144.0 +3.8% $74.50 +0.5%
Page 5 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 29.6%
Technology 20.8%
Industrials 16.8%
Consumer Cyclical 11.6%
Energy 8.7%
Communication Services 6.3%
Basic Materials 3.7%
Utilities 1.2%
Healthcare 1.0%
Consumer Defensive 0.4%