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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 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWM ISHARES TR 1,135.0 $341K 0.09% NEW $300.45 -0.2%
62 XLK SELECT SECTOR SPDR TR 1,777.0 $339K 0.09% -564.0 -24.1% $190.52 -1.0%
63 LLY ELI LILLY & CO Healthcare 266.0 $319K 0.08% -19.0 -6.7% $1197.38 -1.8%
64 UNH UNITEDHEALTH GROUP INC Healthcare 736.0 $306K 0.08% -145.0 -16.5% $415.63 -5.0%
65 CRWD CROWDSTRIKE HLDGS INC Technology 387.0 $295K 0.07% NEW $190.78 +19.5%
66 XOM EXXON MOBIL CORP Energy 2,073.0 $283K 0.07% $136.72 +14.4%
67 AVUV AMERICAN CENTY ETF TR 2,147.0 $268K 0.07% NEW $124.74 +1.0%
68 IGV ISHARES TR 2,815.0 $255K 0.07% -1K -31.3% $90.59 +21.8%
69 GTLS CHART INDS INC Industrials 1,200.0 $251K 0.06% $208.94 +0.5%
70 SLV ISHARES SILVER TR Financial Services 4,554.0 $244K 0.06% +139.0 +3.1% $53.47 +17.4%
71 FV FIRST TR EXCHANGE TRADED FD 3,167.0 $240K 0.06% -322.0 -9.2% $75.88 -1.8%
72 IVV ISHARES TR 315.0 $236K 0.06% NEW $748.89 +3.5%
73 BWXT BWX TECHNOLOGIES INC Industrials 1,203.0 $234K 0.06% NEW $194.72 -20.0%
74 OPK OPKO HEALTH INC Healthcare 150,300.0 $225K 0.06% +63K +72.2% $1.50 +0.0%
75 LEU CENTRUS ENERGY CORP Energy 1,300.0 $218K 0.06% NEW $167.87 +16.0%
76 JHMM JOHN HANCOCK EXCHANGE TRADED 2,908.0 $218K 0.06% -316.0 -9.8% $74.96 +1.2%
77 GLD SPDR GOLD TR Financial Services 589.0 $217K 0.06% +8.0 +1.4% $368.38 +14.7%
78 HONEYWELL AEROSPACE INC 942.0 $208K 0.05% NEW $221.08
79 MMM 3M CO Industrials 1,285.0 $208K 0.05% $161.91 +10.5%
80 RWL INVESCO EXCH TRADED FD TR II 1,622.0 $207K 0.05% NEW $127.76 +4.8%
Page 4 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%