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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 12 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MA MASTERCARD INCORPORATED Financial Services 754.0 $387K 0.05% -52.0 -6.5% $513.92 +13.0%
222 LNG CHENIERE ENERGY INC Energy 1,612.0 $385K 0.05% +214.0 +15.3% $239.02 +16.1%
223 SIXO AIM ETF PRODUCTS TRUST 10,702.0 $384K 0.05% $35.87 +1.3%
224 DTM DT MIDSTREAM INC Energy 2,606.0 $382K 0.05% -418.0 -13.8% $146.72 -13.6%
225 LINC LINCOLN EDL SVCS CORP Consumer Defensive 7,612.0 $380K 0.05% -1K -16.4% $49.90 -48.5%
226 TGT TARGET CORP Consumer Defensive 2,895.0 $378K 0.05% +128.0 +4.6% $130.62 +26.7%
227 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 500.0 $373K 0.05% $746.77 +2.5%
228 CVSB MORGAN STANLEY ETF TRUST 7,292.0 $369K 0.05% -115.0 -1.6% $50.64 +0.2%
229 SIXZ AIM ETF PRODUCTS TRUST 11,700.0 $369K 0.05% $31.53 +1.9%
230 JEPQ J P MORGAN EXCHANGE TRADED F 5,997.0 $369K 0.05% +124.0 +2.1% $61.46 -2.6%
231 QQQ PUT INVESCO QQQ TR Financial Services 500.0 $368K 0.05% $736.40 -3.1%
232 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,353.0 $368K 0.05% NEW $271.95 -15.2%
233 ANET ARISTA NETWORKS INC Technology 2,160.0 $367K 0.05% +462.0 +27.2% $169.90 +11.0%
234 LMT LOCKHEED MARTIN CORP Industrials 719.0 $366K 0.05% +237.0 +49.2% $509.62 +10.6%
235 CSCO CISCO SYS INC Technology 3,085.0 $362K 0.05% -3K -52.4% $117.46 -5.5%
236 IJH ISHARES TR 4,680.0 $361K 0.05% -3K -40.9% $77.11 -0.4%
237 ZETA ZETA GLOBAL HOLDINGS CORP Technology 17,773.0 $350K 0.05% -72K -80.3% $19.68 +47.7%
238 PAYX PAYCHEX INC Industrials 3,553.0 $349K 0.05% $98.33 +26.6%
239 AMGN AMGEN INC Healthcare 950.0 $344K 0.05% -1K -54.5% $362.21 +21.3%
240 VEA VANGUARD TAX-MANAGED FDS 4,796.0 $342K 0.05% +70.0 +1.5% $71.26 +3.0%
Page 12 of 17  ·  333 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%