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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 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GDXJ VANECK ETF TRUST 6,290.0 $716K 0.22% +135.0 +2.2% $113.77 -1.9%
42 IWF ISHARES TR 1,478.0 $700K 0.21% $473.30 -73.6%
43 PEP PEPSICO INC Consumer Defensive 4,659.0 $669K 0.20% -24.0 -0.5% $143.52 +4.9%
44 AMGN AMGEN INC Healthcare 2,016.0 $660K 0.20% +12.0 +0.6% $327.25 +3.7%
45 CAT CATERPILLAR INC Industrials 1,095.0 $627K 0.19% $572.87 +53.6%
46 MOAT VANECK ETF TRUST 5,763.0 $597K 0.18% -81.0 -1.4% $103.57 -1.3%
47 KO COCA COLA CO Consumer Defensive 8,465.0 $592K 0.18% +81.0 +1.0% $69.91 +16.6%
48 MRK MERCK & CO INC Healthcare 4,775.0 $503K 0.15% +36.0 +0.8% $105.25 +16.3%
49 VGT VANGUARD WORLD FD 660.0 $497K 0.15% +38.0 +6.1% $753.78 -84.6%
50 QCOM QUALCOMM INC Technology 2,799.0 $479K 0.14% $171.05 +39.2%
51 DGRO ISHARES TR 6,546.0 $454K 0.14% -6K -48.3% $69.42 +7.8%
52 IGV ISHARES TR 4,097.0 $433K 0.13% -2K -27.7% $105.68 -11.0%
53 PG PROCTER AND GAMBLE CO Consumer Defensive 2,874.0 $412K 0.12% $143.29 +0.8%
54 CVX CHEVRON CORP NEW Energy 2,658.0 $405K 0.12% $152.41 +25.6%
55 VHT VANGUARD WORLD FD 1,367.0 $393K 0.12% $287.75 -2.9%
56 HON HONEYWELL INTL INC Industrials 1,885.0 $368K 0.11% $195.09 +16.8%
57 BSX BOSTON SCIENTIFIC CORP Healthcare 3,824.0 $365K 0.11% $95.35 -39.4%
58 GOOGL ALPHABET INC Communication Services 1,151.0 $360K 0.11% +11.0 +1.0% $313.00 +22.4%
59 AMD ADVANCED MICRO DEVICES INC Technology 1,590.0 $341K 0.10% +51.0 +3.3% $214.16 +118.3%
60 XLK SELECT SECTOR SPDR TR 2,341.0 $337K 0.10% +1K +105.2% $143.94 +25.3%
Page 3 of 4  ·  77 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%