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Portfolio (Quarterly) Guide ↗

MBE Wealth Management, LLC

· CIK 0001775850
13F Portfolio $284M AUM 170 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 52 Added 47 Reduced 3 Exited
Page 7 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CVX CHEVRON CORPORATION Energy 1,876.0 $311K 0.11% +138.0 +7.9% $165.72 +27.5%
122 MPLX MPLX LP Energy 5,466.0 $308K 0.11% +40.0 +0.7% $56.33 +5.3%
123 TMO THERMO FISHER SCIENTIFIC INC Healthcare 612.0 $307K 0.11% +6.0 +1.0% $501.38 +23.3%
124 XLP SELECT SECTOR SPDR TR 3,682.0 $306K 0.11% $83.07 +2.6%
125 APH AMPHENOL CORP Technology 1,704.0 $301K 0.11% $176.35 -53.5%
126 BUFZ FIRST TR EXCHNG TRADED FD VI 10,593.0 $296K 0.10% NEW $27.93 +2.2%
127 PANW PALO ALTO NETWORKS INC Technology 857.0 $292K 0.10% NEW $341.02 -2.7%
128 HD HOME DEPOT INC Consumer Cyclical 817.0 $288K 0.10% +41.0 +5.3% $352.47 -9.8%
129 INTC INTEL CORP Technology 2,015.0 $281K 0.10% NEW $139.63 -34.3%
130 CSCO CISCO SYS INC Technology 2,377.0 $279K 0.10% NEW $117.45 -7.5%
131 XLV SELECT SECTOR SPDR TR 1,749.0 $277K 0.10% -809.0 -31.6% $158.62 +9.2%
132 EPD ENTERPRISE PRODS PARTNERS L 7,329.0 $269K 0.10% -294.0 -3.9% $36.76
133 VTI VANGUARD INDEX FDS 728.0 $269K 0.10% NEW $370.04 +2.9%
134 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 279.0 $269K 0.10% NEW $965.00 -17.2%
135 AMT AMERICAN TOWER CORP Real Estate 1,637.0 $268K 0.09% -31.0 -1.9% $163.57 +8.7%
136 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 284.0 $266K 0.09% -6.0 -2.1% $937.11 -1.2%
137 T AT&T INC Communication Services 12,299.0 $255K 0.09% -218.0 -1.7% $20.70 +26.5%
138 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 530.0 $253K 0.09% NEW $477.57 -12.7%
139 FNDA SCHWAB STRATEGIC TR 6,445.0 $245K 0.09% $38.06 -2.7%
140 UNP UNION PAC CORP Industrials 901.0 $245K 0.09% -22.0 -2.4% $272.13 +6.3%
Page 7 of 9  ·  170 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 53.5%
Technology 19.9%
Healthcare 6.1%
Industrials 4.1%
Consumer Defensive 4.0%
Utilities 3.3%
Consumer Cyclical 2.9%
Energy 2.4%
Communication Services 1.8%
Basic Materials 1.7%