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Portfolio (Quarterly) Guide ↗

CMC Financial Group

· CIK 0001770940
13F Portfolio $52M AUM 45 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 6 Added 10 Reduced 19 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TCAL T ROWE PRICE EXCHANGE-TRADED 353,791.0 $7.9M 15.22% -32K -8.4% $22.20 +4.3%
2 COWZ PACER FDS TR 80,585.0 $5.0M 9.71% -5K -6.0% $62.20 +15.8%
3 GDX VANECK ETF TRUST 46,000.0 $3.5M 6.73% -1K -2.5% $75.45 +36.3%
4 CGIC CAPITAL GROUP INTERNATIONAL 49,881.0 $1.8M 3.52% -3K -5.6% $36.39 +2.1%
5 AAPL APPLE INC Technology 5,772.0 $1.7M 3.24% -2K -24.7% $289.36 +6.9%
6 CALF PACER FDS TR 21,831.0 $1.1M 2.14% -1K -4.6% $50.61 +14.2%
7 TCAF T ROWE PRICE EXCHANGE-TRADED 16,569.0 $681K 1.32% -5K -21.6% $41.10 +3.3%
8 NUKZ EXCHANGE TRADED CONCEPTS TRU 9,371.0 $639K 1.24% -483.0 -4.9% $68.16 -3.3%
9 CGVV CAPITAL GROUP EQUITY ETF TR 17,688.0 $547K 1.06% -13K -41.8% $30.90 +4.2%
10 NVDA NVIDIA CORPORATION Technology 1,190.0 $238K 0.46% -2K -62.7% $200.15 +7.3%

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 65.0%
Industrials 6.9%
Basic Materials 6.0%
Financial Services 3.3%
Healthcare 3.1%
Real Estate 3.0%
Utilities 3.0%
Consumer Defensive 2.6%
Energy 2.5%
Consumer Cyclical 2.4%