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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 9 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PH PARKER-HANNIFIN CORP Industrials 668.0 $653K 0.09% +7.0 +1.1% $977.52 +2.5%
162 BLD TOPBUILD COR Industrials 1,814.0 $643K 0.09% +57.0 +3.2% $354.53 +0.0%
163 DFAT DIMENSIONAL ETF TRUST 9,100.0 $636K 0.09% $69.90 +2.5%
164 ISRG INTUITIVE SURGICAL INC Healthcare 1,575.0 $626K 0.09% -209.0 -11.7% $397.68 -4.7%
165 NFLX NETFLIX INC. Communication Services 8,700.0 $621K 0.09% +1K +13.9% $71.40 +11.5%
166 F FORD MTR CO Consumer Cyclical 44,355.0 $617K 0.09% -20K -30.9% $13.90 +3.7%
167 CSX CSX CORP Industrials 12,873.0 $612K 0.09% $47.53 +8.5%
168 COWZ PACER FDS TR 9,820.0 $611K 0.09% +1K +15.0% $62.20 +15.8%
169 VFLO VICTORY PORTFOLIOS II 13,344.0 $610K 0.09% $45.75 +21.2%
170 XLK SELECT SECTOR SPDR TR 3,198.0 $609K 0.09% NEW $190.52 -3.8%
171 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 628.0 $606K 0.09% -47.0 -7.0% $965.01 -11.9%
172 AXP AMERICAN EXPRESS CO Financial Services 1,774.0 $600K 0.08% +101.0 +6.0% $338.17 -0.6%
173 IWY ISHARES TR 2,018.0 $587K 0.08% -2K -45.1% $290.64 -1.7%
174 IOO ISHARES TR 4,278.0 $584K 0.08% -140.0 -3.2% $136.59 +5.3%
175 SHYG ISHARES TR 13,346.0 $566K 0.08% +167.0 +1.3% $42.41 -0.4%
176 MRK MERCK & CO INC Healthcare 4,350.0 $559K 0.08% -22K -83.5% $128.50 +18.7%
177 DAPP VANECK ETF TRUST 28,211.0 $547K 0.08% -242.0 -0.8% $19.38 +0.5%
178 MS MORGAN STANLEY Financial Services 2,609.0 $545K 0.08% +329.0 +14.4% $209.06 +2.5%
179 ASML ASML HLDG NV Technology 273.0 $543K 0.08% -206.0 -43.0% $1990.32 -11.4%
180 IVW ISHARES TR 3,941.0 $542K 0.08% +148.0 +3.9% $137.54 +0.9%
Page 9 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%