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Portfolio (Quarterly) Guide ↗

Brand Asset Management Group, Inc.

· CIK 0001748766
13F Portfolio $452M AUM 223 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 223 New
Page 7 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PSI INVESCO EXCHANGE TRADED FD T 2,925.0 $549K 0.12% NEW $187.83 -27.3%
122 FPEI FIRST TR EXCH TRADED FD III 26,958.0 $520K 0.12% NEW $19.29 -1.0%
123 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 693.0 $487K 0.11% NEW $703.34 -0.6%
124 META META PLATFORMS INC Communication Services 847.0 $477K 0.10% NEW $563.41 +2.8%
125 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 2,582.0 $468K 0.10% NEW $181.15 +14.5%
126 PG PROCTER & GAMBLE CO Consumer Defensive 3,185.0 $467K 0.10% NEW $146.63 -1.2%
127 IBM INTERNATIONAL BUSINESS MACHS Technology 1,636.0 $460K 0.10% NEW $281.23 -18.2%
128 AMAT APPLIED MATLS INC Technology 632.0 $457K 0.10% NEW $723.00 -33.9%
129 AEE AMEREN CORP Utilities 4,031.0 $456K 0.10% NEW $113.04 -4.8%
130 VIOV VANGUARD ADMIRAL FDS INC 3,883.0 $456K 0.10% NEW $117.33 +0.9%
131 RBC RBC BEARINGS INC Industrials 704.0 $453K 0.10% NEW $644.06 -20.4%
132 IVE ISHARES TR 1,983.0 $450K 0.10% NEW $227.08 +4.8%
133 TIGO MILLICOM INTL CELLULAR S A Communication Services 4,927.0 $447K 0.10% NEW $90.76 +4.8%
134 VTES VANGUARD WELLINGTON FD 4,344.0 $440K 0.10% NEW $101.31 -0.4%
135 DYNF BLACKROCK ETF TRUST 6,274.0 $427K 0.09% NEW $68.01 +1.7%
136 JBL JABIL INC Technology 1,104.0 $426K 0.09% NEW $385.48 -19.1%
137 ACWI ISHARES TR 2,704.0 $424K 0.09% NEW $156.98 +2.5%
138 NTRS NORTHERN TR CORP Financial Services 2,430.0 $422K 0.09% NEW $173.84 +7.8%
139 WMT WALMART INC Consumer Defensive 3,727.0 $422K 0.09% NEW $113.27 -7.6%
140 AXON AXON ENTERPRISE INC Industrials 749.0 $420K 0.09% NEW $560.61 +8.7%
Page 7 of 12  ·  223 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 45.5%
Financial Services 20.3%
Communication Services 6.5%
Healthcare 6.2%
Consumer Cyclical 5.7%
Industrials 5.7%
Consumer Defensive 4.9%
Utilities 2.4%
Energy 1.6%
Basic Materials 0.6%