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Portfolio (Quarterly) Guide ↗

Secure Asset Management, LLC

· CIK 0001800692
13F Portfolio $632M AUM 327 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 130 Added 120 Reduced 61 Exited
Page 6 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MA MASTERCARD INCORPORATED Financial Services 806.0 $403K 0.06% +83.0 +11.5% $499.55 -2.0%
102 LNG CHENIERE ENERGY INC Energy 1,398.0 $397K 0.06% +171.0 +13.9% $283.76 -20.0%
103 ZTS ZOETIS INC Healthcare 3,264.0 $386K 0.06% +177.0 +5.7% $118.21 -33.4%
104 VTV VANGUARD INDEX FDS 1,941.0 $381K 0.06% +667.0 +52.4% $196.21 +10.3%
105 MS MORGAN STANLEY Financial Services 2,280.0 $375K 0.06% +462.0 +25.4% $164.56 +35.6%
106 VUG VANGUARD INDEX FDS 826.0 $361K 0.06% +20.0 +2.5% $436.92 -80.1%
107 FDUS FIDUS INVT CORP Financial Services 20,564.0 $358K 0.06% +5K +33.4% $17.42 +5.3%
108 AMAT APPLIED MATLS INC Technology 1,004.0 $343K 0.05% +76.0 +8.2% $341.93 +80.5%
109 TSLR GRANITESHARES ETF TR 16,432.0 $340K 0.05% +3K +26.7% $20.67 +8.5%
110 MPLX MPLX LP Energy 5,729.0 $327K 0.05% +45.0 +0.8% $57.07 -0.4%
111 QCOM QUALCOMM INC Technology 2,536.0 $327K 0.05% +35.0 +1.4% $128.79 +75.6%
112 JEPQ J P MORGAN EXCHANGE TRADED F 5,873.0 $326K 0.05% +673.0 +12.9% $55.52 +10.5%
113 SNOW SNOWFLAKE INC Technology 2,091.0 $315K 0.05% +123.0 +6.2% $150.82 +54.0%
114 BX BLACKSTONE INC Financial Services 2,704.0 $311K 0.05% +300.0 +12.5% $114.99 +7.6%
115 ADBE ADOBE INC Technology 1,197.0 $291K 0.05% +226.0 +23.3% $243.08 -19.7%
116 RKLB ROCKET LAB CORP Industrials 4,417.0 $284K 0.04% +103.0 +2.4% $64.22 +67.0%
117 SPH SUBURBAN PROPANE PARTNERS L Utilities 14,295.0 $281K 0.04% +235.0 +1.7% $19.69 -15.9%
118 CVS CVS HEALTH CORP Healthcare 3,833.0 $275K 0.04% +826.0 +27.5% $71.81 +36.9%
119 UTES ETFIS SER TR I 3,384.0 $270K 0.04% +449.0 +15.3% $79.90 +2.9%
120 HON HONEYWELL INTL INC Industrials 1,147.0 $259K 0.04% +96.0 +9.1% $225.94 +1.4%
Page 6 of 7  ·  130 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
Technology 31.5%
Financial Services 21.2%
Healthcare 9.1%
Consumer Cyclical 7.8%
Consumer Defensive 7.7%
Industrials 7.7%
Communication Services 5.1%
Energy 4.9%
Utilities 3.2%
Basic Materials 1.1%