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Portfolio (Quarterly) Guide ↗

AMJ Financial Wealth Management

· CIK 0001801585
13F Portfolio $424M AUM 86 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 25 Added 29 Reduced 15 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSCO CISCO SYS INC Technology 11,097.0 $861K 0.20% -435.0 -3.8% $77.59 +55.4%
22 JPM JPMORGAN CHASE & CO COM Financial Services 2,850.0 $838K 0.20% -38.0 -1.3% $294.16 +13.6%
23 VOO VANGUARD S&P 500 ETF 1,155.0 $690K 0.16% -162.0 -12.3% $597.74 +13.5%
24 XOM EXXON MOBIL CORP COM Energy 3,523.0 $598K 0.14% -23.0 -0.7% $169.66 -17.6%
25 EZU ISHARES MSCI EUROZONE ETF 9,007.0 $564K 0.13% -197.0 -2.1% $62.64 +8.9%
26 MSFT PUT MICROSOFT Technology 1,300.0 $481K 0.11% -10K -88.5% $370.17 +0.9%
27 ACN ACCENTURE LTD BERMUDA CL A Technology 1,602.0 $318K 0.07% -80.0 -4.8% $198.29 -36.4%
28 V VISA INC Financial Services 836.0 $253K 0.06% -5K -86.3% $302.24 +9.3%
29 QQQM INVESCO NASDAQ 100 ETF 1,040.0 $247K 0.06% -232.0 -18.2% $237.62 +24.3%
Page 2 of 2  ·  29 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 36.1%
Industrials 20.2%
Communication Services 10.5%
Financial Services 10.0%
Consumer Cyclical 9.2%
Basic Materials 4.7%
Consumer Defensive 4.3%
Energy 4.3%
Healthcare 0.7%