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Portfolio (Quarterly) Guide ↗

Secure Asset Management, LLC

· CIK 0001800692
13F Portfolio $714M AUM 333 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 43 New 135 Added 121 Reduced 37 Exited
Page 4 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIS DISNEY WALT CO Communication Services 5,448.0 $524K 0.07% -878.0 -13.9% $96.24 +12.0%
62 SHOP SHOPIFY INC Technology 4,486.0 $512K 0.07% -238.0 -5.0% $114.17 +30.7%
63 DTE DTE ENERGY CO Utilities 3,262.0 $497K 0.07% -860.0 -20.9% $152.35 -11.2%
64 PFE PFIZER INC Healthcare 20,505.0 $494K 0.07% -2K -10.5% $24.08 +16.6%
65 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,353.0 $481K 0.07% -2K -16.4% $57.62 +16.3%
66 SNOW SNOWFLAKE INC Technology 1,874.0 $477K 0.07% -217.0 -10.4% $254.50 +30.8%
67 MO ALTRIA GROUP INC Consumer Defensive 6,375.0 $459K 0.06% -4K -38.4% $71.95 -8.1%
68 IWL ISHARES TR 2,456.0 $454K 0.06% -78.0 -3.1% $184.92 +2.4%
69 SYK STRYKER CORPORATION Healthcare 1,383.0 $435K 0.06% -451.0 -24.6% $314.82 +4.6%
70 DUK DUKE ENERGY CORP NEW Utilities 3,414.0 $432K 0.06% -424.0 -11.1% $126.59 -5.3%
71 SCHD SCHWAB STRATEGIC TR 13,033.0 $413K 0.06% -1K -10.1% $31.71 +10.7%
72 VTV VANGUARD INDEX FDS 1,865.0 $406K 0.06% -76.0 -3.9% $217.96 +3.9%
73 IMCG ISHARES TR 4,052.0 $398K 0.06% -269.0 -6.2% $98.30 -0.2%
74 IEFA ISHARES TR 4,018.0 $388K 0.05% -116.0 -2.8% $96.57 +4.4%
75 MA MASTERCARD INCORPORATED Financial Services 754.0 $387K 0.05% -52.0 -6.5% $513.92 +13.0%
76 DTM DT MIDSTREAM INC Energy 2,606.0 $382K 0.05% -418.0 -13.8% $146.72 -13.6%
77 LINC LINCOLN EDL SVCS CORP Consumer Defensive 7,612.0 $380K 0.05% -1K -16.4% $49.90 -48.5%
78 CVSB MORGAN STANLEY ETF TRUST 7,292.0 $369K 0.05% -115.0 -1.6% $50.64 +0.2%
79 CSCO CISCO SYS INC Technology 3,085.0 $362K 0.05% -3K -52.4% $117.46 -5.5%
80 IJH ISHARES TR 4,680.0 $361K 0.05% -3K -40.9% $77.11 -0.4%
Page 4 of 7  ·  121 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 34.6%
Financial Services 21.4%
Healthcare 8.6%
Industrials 8.5%
Consumer Cyclical 7.8%
Consumer Defensive 6.4%
Communication Services 4.6%
Energy 3.5%
Utilities 3.0%
Real Estate 0.8%