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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 16 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CMCSA COMCAST CORP NEW Communication Services 7,542.0 $217K 0.03% -2K -19.9% $28.71 -21.9%
302 IDHQ INVESCO EXCH TRADED FD TR II 6,099.0 $216K 0.03% -549.0 -8.3% $35.37 +24.2%
303 OXY OCCIDENTAL PETE CORP Energy 3,277.0 $213K 0.03% NEW $65.00 -20.3%
304 FDX FEDEX CORP Industrials 597.0 $213K 0.03% NEW $356.41 -8.5%
305 WDC WESTERN DIGITAL CORP Technology 783.0 $212K 0.03% NEW $270.38 +176.0%
306 LIN LINDE PLC Basic Materials 421.0 $209K 0.03% NEW $496.21 +3.2%
307 ANET ARISTA NETWORKS INC Technology 1,698.0 $209K 0.03% -3K -63.2% $122.79 +38.2%
308 FISV FISERV INC Technology 3,713.0 $207K 0.03% -678.0 -15.4% $55.80 -14.2%
309 ARCC ARES CAPITAL CORP Financial Services 10,415.0 $188K 0.03% -1K -9.0% $18.02 +0.1%
310 SCO PROSHARES TR II Financial Services 20,000.0 $166K 0.03% NEW $8.32 +282.7%
311 CRF CORNERSTONE TOTAL RETURN FD Financial Services 21,851.0 $152K 0.02% NEW $6.95 +2.7%
312 BITX VOLATILITY SHS TR 10,150.0 $150K 0.02% +1K +14.8% $14.74 -18.9%
313 LUMN LUMEN TECHNOLOGIES INC Communication Services 19,621.0 $136K 0.02% +1K +6.7% $6.95 +18.0%
314 TWO HARBORS INVENTMENT CORPO 10,334.0 $118K 0.02% NEW $11.42
315 CLM CORNERSTONE STRATEGIC INVEST Financial Services 12,530.0 $91K 0.01% NEW $7.28 +2.7%
316 CGEN COMPUGEN LTD Healthcare 40,000.0 $85K 0.01% $2.13 -5.6%
317 GOOGL CALL ALPHABET INC Communication Services 1,000.0 $62K 0.01% NEW $62.29 +490.8%
318 DELL CALL DELL TECHNOLOGIES INC Technology 1,400.0 $52K 0.01% $37.29 +998.2%
319 FIGR CALL FIGURE TECHNOLOGY SOLUTIO Financial Services 3,300.0 $48K 0.01% -300.0 -8.3% $14.69 +94.4%
320 FSP FRANKLIN STR PPTYS CORP Real Estate 35,000.0 $23K 0.00% +25K +250.0% $0.66 -12.5%
Page 16 of 17  ·  327 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%