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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 8 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ARCC ARES CAPITAL CORP Financial Services 14,850.0 $275K 0.05% NEW $18.53 +8.2%
142 MAGS LISTED FDS TR 4,182.0 $269K 0.05% NEW $64.30 +4.5%
143 PJUN INNOVATOR ETFS TRUST 6,005.0 $260K 0.05% NEW $43.23 +1.6%
144 HODL VANECK BITCOIN ETF 15,469.0 $257K 0.05% NEW $16.61 +34.1%
145 IFRA ISHARES TR 4,064.0 $256K 0.05% NEW $63.04 -5.3%
146 JMUB J P MORGAN EXCHANGE TRADED F 5,038.0 $255K 0.05% NEW $50.65 -2.0%
147 CSCO CISCO SYS INC Technology 2,141.0 $251K 0.05% NEW $117.46 -6.2%
148 DVY ISHARES TR 1,601.0 $250K 0.05% NEW $156.30 +5.3%
149 IWR ISHARES TR 2,224.0 $245K 0.05% NEW $110.32 +2.4%
150 ABBV ABBVIE INC Healthcare 973.0 $245K 0.05% NEW $251.64 +5.1%
151 AVGO BROADCOM INC Technology 633.0 $239K 0.04% NEW $377.76 -5.0%
152 PDEC INNOVATOR ETFS TRUST 5,164.0 $237K 0.04% NEW $45.89 +1.9%
153 RTX RTX CORPORATION Industrials 1,236.0 $235K 0.04% NEW $189.73 +10.3%
154 BA BOEING CO Industrials 1,075.0 $233K 0.04% NEW $216.47 -2.8%
155 VONG VANGUARD SCOTTSDALE FDS 1,777.0 $227K 0.04% NEW $127.82 -2.5%
156 GEV GE VERNOVA INC Utilities 191.0 $224K 0.04% NEW $1174.86 -19.8%
157 PEP PEPSICO INC Consumer Defensive 1,634.0 $221K 0.04% NEW $135.40 +6.8%
158 ABNB AIRBNB INC Consumer Cyclical 1,537.0 $220K 0.04% NEW $143.10 +32.9%
159 DIS DISNEY WALT CO Communication Services 2,244.0 $216K 0.04% NEW $96.23 +14.9%
160 DSI ISHARES TR 1,506.0 $214K 0.04% NEW $142.39 +2.5%
Page 8 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%