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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 6 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SO SOUTHERN CO Utilities 2,860.0 $274K 0.04% -2K -36.5% $95.70 -7.1%
102 CDNS CADENCE DESIGN SYSTEM INC Technology 716.0 $269K 0.04% -126.0 -15.0% $375.32 -15.0%
103 NOW SERVICENOW INC Technology 2,492.0 $247K 0.04% -333.0 -11.8% $99.28 +29.4%
104 BIL SPDR SERIES TRUST 2,692.0 $247K 0.04% -76.0 -2.8% $91.64 -0.0%
105 CATH GLOBAL X FDS 2,771.0 $245K 0.03% -200.0 -6.7% $88.50 +2.9%
106 SCHB SCHWAB STRATEGIC TR 8,357.0 $242K 0.03% -288.0 -3.3% $28.96 +2.2%
107 QVOY ULTIMUS MANAGERS TR 7,746.0 $240K 0.03% -87K -91.8% $30.93 -3.5%
108 XPO XPO INC Industrials 1,160.0 $238K 0.03% -168.0 -12.7% $205.29 -3.7%
109 MSI MOTOROLA SOLUTIONS INC Technology 569.0 $236K 0.03% -16.0 -2.7% $415.39 +15.7%
110 PSX PHILLIPS 66 Energy 1,384.0 $234K 0.03% -23.0 -1.6% $169.11 +43.6%
111 DAL DELTA AIR LINES INC Industrials 2,481.0 $232K 0.03% -1K -30.6% $93.65 -12.0%
112 SPH SUBURBAN PROPANE PARTNERS L Utilities 13,427.0 $230K 0.03% -868.0 -6.1% $17.10 +3.2%
113 IAU ISHARES GOLD TR Financial Services 3,032.0 $229K 0.03% -1K -29.4% $75.51 +14.9%
114 TOST TOAST INC Technology 8,054.0 $224K 0.03% -577.0 -6.7% $27.82 +31.7%
115 MPC MARATHON PETE CORP Energy 869.0 $222K 0.03% -1K -61.9% $255.72 +41.1%
116 FLRT PACER FDS TR 4,752.0 $222K 0.03% -83.0 -1.7% $46.63 +0.6%
117 SCHG SCHWAB STRATEGIC TR 6,462.0 $219K 0.03% -205K -96.9% $33.84 +4.4%
118 VTR VENTAS INC Real Estate 2,448.0 $217K 0.03% -463.0 -15.9% $88.80 +4.8%
119 DFIS DIMENSIONAL ETF TRUST 5,861.0 $205K 0.03% -1K -19.9% $35.03 +7.2%
120 SMH PUT VANECK ETF TRUST 100.0 $66K 0.01% -100.0 -50.0% $655.89 -14.6%
Page 6 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%