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Portfolio (Quarterly) Guide ↗

360 Financial, Inc.

· CIK 0001802324
13F Portfolio $331M AUM 77 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 27 Added 20 Reduced 17 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 1,151.0 $360K 0.11% +11.0 +1.0% $313.00 +22.4%
22 AMD ADVANCED MICRO DEVICES INC Technology 1,590.0 $341K 0.10% +51.0 +3.3% $214.16 +118.3%
23 XLK SELECT SECTOR SPDR TR 2,341.0 $337K 0.10% +1K +105.2% $143.94 +25.3%
24 LLY ELI LILLY & CO Healthcare 285.0 $306K 0.09% +6.0 +2.1% $1074.53 -0.9%
25 TQQQ PROSHARES TR 5,562.0 $293K 0.09% +3K +100.0% $52.72 +47.6%
26 XOM EXXON MOBIL CORP Energy 2,073.0 $249K 0.07% +16.0 +0.8% $120.34 +28.7%
27 PLD PROLOGIS INC. Real Estate 1,765.0 $225K 0.07% +12.0 +0.7% $127.67 +14.3%
Page 2 of 2  ·  27 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
Financial Services 40.1%
Technology 26.7%
Industrials 11.3%
Consumer Defensive 7.8%
Healthcare 5.8%
Communication Services 4.8%
Consumer Cyclical 1.8%
Energy 1.3%
Real Estate 0.4%