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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 7 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FXR FIRST TR EXCHANGE TRADED FD 2,910.0 $232K 0.04% NEW $79.87 +5.5%
122 RTX RTX CORPORATION Industrials 1,262.0 $231K 0.04% NEW $183.42 -6.7%
123 ORCL ORACLE CORP Technology 1,185.0 $231K 0.04% NEW $194.92 -1.0%
124 WMB WILLIAMS COS INC Energy 3,807.0 $229K 0.04% NEW $60.12 +29.3%
125 NFLX NETFLIX INC Communication Services 1,666.0 $224K 0.04% NEW $134.64 -35.4%
126 IBDU ISHARES TR 9,080.0 $213K 0.04% NEW $23.40 -1.3%
127 IBDS ISHARES TR 8,633.0 $210K 0.04% NEW $24.28 -0.4%
128 IAK ISHARES TR 1,539.0 $210K 0.04% NEW $136.15 -1.0%
129 VB VANGUARD INDEX FDS 811.0 $209K 0.04% NEW $257.95 +9.1%
130 TQQQ PROSHARES TR 3,960.0 $209K 0.04% NEW $52.72 +40.9%
131 IBDR ISHARES TR 8,590.0 $208K 0.04% NEW $24.23 -0.1%
132 MPLX MPLX LP Energy 3,865.0 $206K 0.04% NEW $53.37 +2.6%
133 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,039.0 $201K 0.04% NEW $49.65 -12.3%
134 PLUG PLUG POWER INC Industrials 55,613.0 $110K 0.02% NEW $1.97 +91.9%
135 FCEL FUELCELL ENERGY INC Industrials 10,013.0 $73K 0.01% NEW $7.31 +192.2%
136 OCCI OFS CREDIT COMPANY INC Financial Services 11,635.0 $56K 0.01% NEW $4.84 -29.8%
Page 7 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%