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Portfolio (Quarterly) Guide ↗

360 Financial, Inc.

· CIK 0001802324
13F Portfolio $394M AUM 85 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 18 New 21 Added 30 Reduced 10 Exited
Page 2 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTSM FIRST TR EXCHANGE-TRADED FD 32,890.0 $2.0M 0.50% +364.0 +1.1% $59.73 +0.3%
22 MSFT MICROSOFT CORP Technology 5,037.0 $1.9M 0.48% -296.0 -5.5% $373.05 +35.4%
23 RSP INVESCO EXCHANGE TRADED FD T 7,552.0 $1.6M 0.41% -270.0 -3.5% $212.76 +4.1%
24 PWR QUANTA SVCS INC Industrials 2,202.0 $1.6M 0.40% -99.0 -4.3% $719.90 -13.6%
25 FAST FASTENAL CO Industrials 32,952.0 $1.6M 0.40% -2K -4.8% $48.03 +6.5%
26 VUG VANGUARD INDEX FDS 18,174.0 $1.6M 0.40% +15K +429.2% $86.14 +3.2%
27 BERKSHIRE HATHAWAY INC DEL 2,940.0 $1.5M 0.37% NEW $500.39
28 CSCO CISCO SYS INC Technology 12,090.0 $1.4M 0.36% -68.0 -0.6% $117.46 -4.5%
29 GOOG ALPHABET INC 3,817.0 $1.3M 0.34% $353.33
30 EMLP FIRST TR EXCHANGE-TRADED FD 26,987.0 $1.2M 0.30% +8K +40.6% $43.50 +1.6%
31 CAT CATERPILLAR INC Industrials 1,095.0 $1.2M 0.30% $1064.90 -23.3%
32 SPYM SPDR SERIES TRUST 12,347.0 $1.1M 0.28% -5K -26.8% $87.88 +3.3%
33 POWW OUTDOOR HOLDING CO Industrials 444,000.0 $1.0M 0.26% $2.28 -3.9%
34 AMZN AMAZON COM INC Consumer Cyclical 4,048.0 $965K 0.24% -50.0 -1.2% $238.34 +7.5%
35 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,199.0 $940K 0.24% $223.95 +27.1%
36 QQEW FIRST TR EXCHANGE-TRADED FD 5,849.0 $934K 0.24% $159.61 +4.3%
37 JNJ JOHNSON & JOHNSON Healthcare 3,667.0 $931K 0.24% +29.0 +0.8% $253.98 +4.6%
38 AMD ADVANCED MICRO DEVICES INC Technology 1,590.0 $924K 0.23% $580.91 -17.9%
39 SOXL DIREXION SHARES ETF TRUST 3,397.0 $906K 0.23% NEW $266.71 -53.9%
40 IWF ISHARES TR 6,212.0 $771K 0.20% +5K +320.3% $124.17 -0.2%
Page 2 of 5  ·  85 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 39.3%
Technology 27.8%
Industrials 13.6%
Consumer Defensive 7.4%
Healthcare 5.7%
Communication Services 2.1%
Consumer Cyclical 1.8%
Energy 1.7%
Utilities 0.7%