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Portfolio (Quarterly) Guide ↗

Bonfire Financial

· CIK 0001762539
13F Portfolio $156M AUM 60 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 6 New 26 Added 15 Reduced 4 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 1,202.0 $394K 0.25% +336.0 +38.8% $327.42 +9.2%
22 IWF ISHARES TR 3,156.0 $392K 0.25% +2K +300.0% $124.18 -1.1%
23 WMT WALMART INC Consumer Defensive 3,335.0 $378K 0.24% +116.0 +3.6% $113.25 -9.0%
24 VBR VANGUARD INDEX FDS 1,517.0 $369K 0.24% +124.0 +8.9% $243.06 +1.5%
25 AVGO BROADCOM INC Technology 814.0 $308K 0.20% +21.0 +2.6% $377.86 -2.4%
26 JNJ JOHNSON & JOHNSON Healthcare 1,038.0 $264K 0.17% +12.0 +1.2% $253.88 +5.6%
Page 2 of 2  ·  26 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 42.0%
Financial Services 28.2%
Consumer Defensive 12.4%
Healthcare 8.1%
Consumer Cyclical 7.4%
Energy 2.0%