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Portfolio (Quarterly) Guide ↗

Mattern Wealth Management LLC

· CIK 0001802376
13F Portfolio $519M AUM 156 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 156 New
Page 6 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AXON AXON ENTERPRISE INC Industrials 750.0 $426K 0.08% NEW $567.93 -25.4%
102 COP CONOCOPHILLIPS Energy 4,543.0 $425K 0.08% NEW $93.61 +15.1%
103 TSLA TESLA INC Consumer Cyclical 902.0 $406K 0.08% NEW $449.72 -10.9%
104 CSCO CISCO SYS INC Technology 5,207.0 $401K 0.08% NEW $77.03 +55.2%
105 RTX RTX CORPORATION Industrials 2,179.0 $400K 0.08% NEW $183.40 +1.2%
106 XLY SELECT SECTOR SPDR TR 3,316.0 $396K 0.08% NEW $119.41 -1.9%
107 FMHI FIRST TR EXCH TRADED FD III 8,000.0 $383K 0.07% NEW $47.93 +1.1%
108 IYM ISHARES TR 2,445.0 $376K 0.07% NEW $153.94 +20.4%
109 XLF SELECT SECTOR SPDR TR 6,726.0 $368K 0.07% NEW $54.77 -2.2%
110 STCE SCHWAB STRATEGIC TR 6,123.0 $367K 0.07% NEW $59.96 +31.7%
111 ENB ENBRIDGE INC Energy 7,513.0 $359K 0.07% NEW $47.83 +14.0%
112 HD HOME DEPOT INC Consumer Cyclical 1,041.0 $358K 0.07% NEW $344.10 -2.9%
113 ITW ILLINOIS TOOL WKS INC Industrials 1,410.0 $347K 0.07% NEW $246.26 +7.2%
114 USHY ISHARES TR 9,141.0 $342K 0.07% NEW $37.40 -1.0%
115 BX BLACKSTONE INC Financial Services 2,213.0 $341K 0.07% NEW $154.11 -19.7%
116 SPGI S&P GLOBAL INC Financial Services 649.0 $339K 0.07% NEW $522.91 -21.4%
117 VLO VALERO ENERGY CORP Energy 2,083.0 $339K 0.07% NEW $162.79 +45.2%
118 BA BOEING CO Industrials 1,561.0 $339K 0.07% NEW $217.12 +2.6%
119 PANW PALO ALTO NETWORKS INC Technology 1,817.0 $335K 0.06% NEW $184.20 +56.2%
120 VGT VANGUARD WORLD FD 436.0 $329K 0.06% NEW $753.78 -84.1%
Page 6 of 8  ·  156 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 32.5%
Financial Services 21.9%
Industrials 9.4%
Consumer Defensive 7.9%
Healthcare 6.8%
Consumer Cyclical 6.5%
Communication Services 5.8%
Energy 5.7%
Basic Materials 1.6%
Utilities 1.4%