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Portfolio (Quarterly) Guide ↗

Mine & Arao Wealth Creation & Management, LLC.

· CIK 0001802994
13F Portfolio $238M AUM 75 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 Added 23 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JPM JPMORGAN CHASE & CO Financial Services 25,307.0 $7.4M 3.12% +367.0 +1.5% $294.16 +1.4%
2 SDY SPDR SERIES TRUST 42,520.0 $6.2M 2.60% +1K +3.1% $145.94 +2.8%
3 V VISA INC Financial Services 15,235.0 $4.6M 1.93% +116.0 +0.8% $302.23 +7.2%
4 WM WASTE MGMT INC DEL Industrials 5,281.0 $1.2M 0.51% +252.0 +5.0% $229.81 -5.5%
5 NFLX NETFLIX INC. Communication Services 10,574.0 $1.0M 0.43% +714.0 +7.2% $96.15 -9.8%
6 BAC BANK AMERICA CORP Financial Services 12,174.0 $593K 0.25% +250.0 +2.1% $48.75 +4.6%
7 TSLA TESLA INC Consumer Cyclical 1,550.0 $576K 0.24% +96.0 +6.6% $371.75 +18.6%
8 VZ VERIZON COMMUNICATIONS INC Communication Services 8,369.0 $420K 0.18% +63.0 +0.8% $50.20 -3.8%
9 AMT AMERICAN TOWER CORP Real Estate 1,903.0 $328K 0.14% +10.0 +0.5% $172.59 +8.6%
10 PFE PFIZER INC Healthcare 8,939.0 $251K 0.10% +94.0 +1.1% $28.08 -6.7%

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 58.5%
Technology 20.8%
Communication Services 8.2%
Consumer Cyclical 7.1%
Industrials 2.6%
Consumer Defensive 1.4%
Healthcare 1.3%
Real Estate 0.2%