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Portfolio (Quarterly) Guide ↗

Arkos Global Advisors

· CIK 0001769089
13F Portfolio $797M AUM 200 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 79 New 40 Added 40 Reduced 5 Exited
Page 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 1,080.0 $53K 0.01% NEW $49.07 -12.5%
62 IREN IREN LIMITED ORDINARY SHARES Financial Services 1,503.0 $52K 0.01% NEW $34.60 +73.3%
63 PULS PGIM ULTRA SHORT BOND ETF 1,021.0 $51K 0.01% NEW $49.95 -0.6%
64 FE FIRSTENERGY CORP COM Utilities 1,000.0 $51K 0.01% NEW $51.00 -8.9%
65 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 2,166.0 $42K 0.01% NEW $19.39 -3.3%
66 SCHX SCHWAB U.S. LARGE-CAP ETF 1,428.0 $37K 0.01% NEW $25.91 +13.8%
67 PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 1,909.0 $33K 0.00% NEW $17.29 -4.6%
68 F FORD MTR CO COM Consumer Cyclical 2,788.0 $32K 0.00% NEW $11.48 +22.5%
69 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 1,426.0 $32K 0.00% NEW $22.44 -5.8%
70 DSM BNY MELLON STRATEGIC MUN BD FD COM Financial Services 5,046.0 $30K 0.00% NEW $5.95 +3.1%
71 ABSI ABSCI CORPORATION COM Healthcare 10,000.0 $30K 0.00% NEW $3.00 +147.0%
72 BIOHAVEN LTD COM 3,500.0 $30K 0.00% NEW $8.57
73 CIM CHIMERA INVT CORP COM SHS Real Estate 2,341.0 $29K 0.00% NEW $12.39 +7.2%
74 PMM PUTNAM MANAGED MUN INCOME TR COM Financial Services 3,780.0 $23K 0.00% NEW $6.08 +4.5%
75 CAG CONAGRA BRANDS INC COM Consumer Defensive 1,471.0 $23K 0.00% NEW $15.64 -15.6%
76 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 1,191.0 $18K 0.00% NEW $15.11 +9.3%
77 GHRS GH RESEARCH PLC ORDINARY SHARES Healthcare 1,180.0 $17K 0.00% NEW $14.41 +54.4%
78 CMPS COMPASS PATHWAYS PLC SPONSORED ADS Healthcare 1,000.0 $6K 0.00% NEW $6.00 +108.8%
79 HCAT HEALTH CATALYST INC COM Healthcare 1,772.0 $2K NEW $1.13 +54.2%
Page 4 of 4  ·  79 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 79.7%
Technology 6.8%
Consumer Defensive 2.8%
Energy 2.8%
Communication Services 2.7%
Consumer Cyclical 2.4%
Utilities 1.3%
Healthcare 0.8%
Real Estate 0.2%
Basic Materials 0.2%