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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 9 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BMY BRISTOL-MYERS SQUIBB CO Healthcare 9,996.0 $606K 0.10% -188.0 -1.9% $60.65 -11.0%
162 DTE DTE ENERGY CO Utilities 4,122.0 $603K 0.10% -707.0 -14.6% $146.22 +0.9%
163 SYK STRYKER CORPORATION Healthcare 1,834.0 $603K 0.10% +21.0 +1.2% $328.53 -6.3%
164 APH AMPHENOL CORP Technology 4,742.0 $599K 0.10% NEW $126.36 +29.8%
165 PH PARKER-HANNIFIN CORP Industrials 661.0 $592K 0.09% +121.0 +22.4% $895.77 +6.4%
166 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,808.0 $591K 0.09% -163.0 -8.3% $327.12 +21.1%
167 RL RALPH LAUREN CORP Consumer Cyclical 1,698.0 $584K 0.09% NEW $343.99 +20.1%
168 VRT VERTIV HOLDINGS CO Industrials 2,290.0 $574K 0.09% +154.0 +7.2% $250.57 +32.9%
169 DFAT DIMENSIONAL ETF TRUST 9,100.0 $568K 0.09% $62.45 +9.7%
170 SHOP SHOPIFY INC Technology 4,724.0 $560K 0.09% $118.61 -8.2%
171 MRVL MARVELL TECHNOLOGY INC Technology 5,654.0 $560K 0.09% -133.0 -2.3% $99.04 +213.6%
172 SHYG ISHARES TR 13,179.0 $558K 0.09% +142.0 +1.1% $42.31 +0.3%
173 MPC MARATHON PETE CORP Energy 2,283.0 $558K 0.09% $244.20 -0.5%
174 UNH UNITEDHEALTH GROUP INC Healthcare 2,001.0 $541K 0.09% -39.0 -1.9% $270.59 +48.2%
175 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 9,123.0 $539K 0.09% -2K -15.8% $59.03 -7.2%
176 IJH ISHARES TR 7,918.0 $535K 0.09% -5K -38.0% $67.53 +12.2%
177 IOO ISHARES TR 4,418.0 $534K 0.09% +247.0 +5.9% $120.97 +15.0%
178 COWZ PACER FDS TR 8,541.0 $534K 0.09% +4K +86.3% $62.56 -1.2%
179 NDAQ NASDAQ INC Financial Services 6,225.0 $528K 0.08% NEW $84.89 -3.1%
180 CSX CSX CORP Industrials 12,837.0 $527K 0.08% -72.0 -0.6% $41.05 +11.2%
Page 9 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%