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Portfolio (Quarterly) Guide ↗

Firestone Capital Management

· CIK 0001799964
13F Portfolio $537M AUM 168 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 168 New
Page 2 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 8,893.0 $6.3M 1.17% NEW $703.33 -1.3%
22 IXUS ISHARES TR 59,271.0 $5.7M 1.05% NEW $95.44 +2.2%
23 PWB INVESCO EXCHANGE TRADED FD T 33,487.0 $5.6M 1.05% NEW $168.46 -8.1%
24 VTES VANGUARD WELLINGTON FD 51,071.0 $5.2M 0.96% NEW $101.31 -0.4%
25 AAPL APPLE INC Technology 17,367.0 $5.0M 0.94% NEW $289.36 +7.5%
26 HELO J P MORGAN EXCHANGE TRADED F 71,837.0 $4.9M 0.90% NEW $67.58 +2.6%
27 IWM ISHARES TR 16,087.0 $4.8M 0.90% NEW $300.46 -0.8%
28 SDY SPDR SERIES TRUST 31,596.0 $4.8M 0.90% NEW $152.18 +4.5%
29 IAU ISHARES GOLD TR Financial Services 53,117.0 $4.0M 0.75% NEW $75.51 +15.4%
30 META META PLATFORMS INC Communication Services 6,795.0 $3.8M 0.71% NEW $563.32 -0.5%
31 VEA VANGUARD TAX-MANAGED FDS 52,288.0 $3.7M 0.69% NEW $71.25 +2.7%
32 IVV ISHARES TR 4,508.0 $3.4M 0.63% NEW $748.83 +2.6%
33 MSFT MICROSOFT CORP Technology 9,020.0 $3.4M 0.63% NEW $373.03 +30.7%
34 SCHA SCHWAB STRATEGIC TR 89,893.0 $3.2M 0.60% NEW $36.13 -4.5%
35 NEE NEXTERA ENERGY INC Utilities 33,789.0 $3.0M 0.55% NEW $87.77 -4.3%
36 COWZ PACER FDS TR 46,798.0 $2.9M 0.54% NEW $62.20 +15.8%
37 PWV INVESCO EXCHANGE TRADED FD T 37,363.0 $2.8M 0.53% NEW $75.77 +8.8%
38 BERKSHIRE HATHAWAY INC DEL 5,483.0 $2.7M 0.51% NEW $500.39
39 GLD SPDR GOLD TR Financial Services 7,427.0 $2.7M 0.51% NEW $368.38 +15.4%
40 JMST J P MORGAN EXCHANGE TRADED F 51,798.0 $2.6M 0.49% NEW $51.00 -0.1%
Page 2 of 9  ·  168 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 58.8%
Technology 12.4%
Communication Services 7.0%
Industrials 5.7%
Consumer Cyclical 4.4%
Energy 4.2%
Utilities 3.7%
Consumer Defensive 2.3%
Healthcare 1.5%