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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 7 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HTGC HERCULES CAPITAL INC Financial Services 77,837.0 $1.2M 0.17% +12K +18.8% $15.77 +8.6%
122 INCM FRANKLIN TEMPLETON ETF TR 41,563.0 $1.2M 0.17% +8K +22.3% $28.86 +2.5%
123 PHO INVESCO EXCHANGE TRADED FD T 16,542.0 $1.1M 0.16% $69.08 +4.5%
124 SGOV ISHARES TR 11,275.0 $1.1M 0.16% -67.0 -0.6% $100.67 -0.0%
125 ITA ISHARES TR 4,656.0 $1.1M 0.16% -74.0 -1.6% $242.44 -2.1%
126 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 9,500.0 $1.1M 0.15% +9K +4650.0% $116.67 +54.2%
127 JNJ JOHNSON & JOHNSON Healthcare 4,348.0 $1.1M 0.15% +616.0 +16.5% $253.95 +6.4%
128 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 79,697.0 $1.1M 0.15% +827.0 +1.1% $13.83 +5.6%
129 RTX RTX CORPORATION Industrials 5,463.0 $1.0M 0.14% +140.0 +2.6% $189.72 +10.6%
130 CAH CARDINAL HEALTH INC Healthcare 4,354.0 $1.0M 0.14% +37.0 +0.9% $237.53 -3.4%
131 VXF VANGUARD INDEX FDS 4,096.0 $1.0M 0.14% -165.0 -3.9% $246.20 -0.3%
132 IBM INTERNATIONAL BUSINESS MACHS Technology 3,476.0 $977K 0.14% -405.0 -10.4% $281.19 -16.2%
133 CBOE CBOE GLOBAL MKTS INC Financial Services 3,914.0 $950K 0.13% NEW $242.67 +23.9%
134 GDX VANECK ETF TRUST 12,526.0 $945K 0.13% -1K -7.8% $75.45 +36.3%
135 AEP AMERICAN ELEC PWR CO INC Utilities 6,597.0 $903K 0.13% -221.0 -3.2% $136.81 -11.6%
136 BGH BARINGS GLOBAL SHORT DURATIO Financial Services 63,488.0 $895K 0.12% -23K -26.4% $14.10 -0.4%
137 APH AMPHENOL CORP Technology 5,049.0 $890K 0.12% +307.0 +6.5% $176.31 -10.9%
138 BA BOEING CO Industrials 4,063.0 $879K 0.12% -714.0 -14.9% $216.45 -1.0%
139 INTC INTEL CORP Technology 6,193.0 $865K 0.12% +430.0 +7.5% $139.62 -35.5%
140 TRGP TARGA RES CORP Energy 3,218.0 $863K 0.12% -19.0 -0.6% $268.11 +11.6%
Page 7 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%