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Portfolio (Quarterly) Guide ↗

Mine & Arao Wealth Creation & Management, LLC.

· CIK 0001802994
13F Portfolio $276M AUM 78 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 20 Added 11 Reduced 2 Exited
Page 2 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 4,925.0 $1.8M 0.67% +119.0 +2.5% $373.01 +34.0%
22 CAT CATERPILLAR INC Industrials 1,658.0 $1.8M 0.64% $1064.67 -23.6%
23 BERKSHIRE HATHAWAY INC DEL 3,473.0 $1.7M 0.63% $500.39
24 WM WASTE MGMT INC DEL Industrials 5,723.0 $1.3M 0.46% +442.0 +8.4% $222.90 -1.8%
25 MA MASTERCARD INCORPORATED Financial Services 2,464.0 $1.3M 0.46% $513.66 +12.8%
26 MRK MERCK & CO INC Healthcare 8,854.0 $1.1M 0.41% $128.49 +17.0%
27 KO COCA COLA CO Consumer Defensive 13,788.0 $1.1M 0.41% +330.0 +2.5% $81.27 +8.4%
28 IYG ISHARES TR 12,073.0 $1.1M 0.40% $90.47 +8.3%
29 MU MICRON TECHNOLOGY INC Technology 925.0 $1.1M 0.39% -75.0 -7.5% $1154.29 -11.9%
30 PG PROCTER & GAMBLE CO Consumer Defensive 6,729.0 $987K 0.36% -66.0 -1.0% $146.64 -0.1%
31 META META PLATFORMS INC Communication Services 1,709.0 $963K 0.35% $563.39 +9.5%
32 SPYV SPDR SERIES TRUST 15,255.0 $927K 0.34% $60.79 +4.4%
33 NOC NORTHROP GRUMMAN CORP Industrials 1,800.0 $917K 0.33% $509.31 +1.1%
34 PAVE GLOBAL X FDS 15,317.0 $903K 0.33% $58.92 -6.4%
35 EFA ISHARES TR 8,027.0 $834K 0.30% +116.0 +1.5% $103.88 +4.3%
36 NSC NORFOLK SOUTHN CORP Industrials 2,469.0 $777K 0.28% $314.54 +4.7%
37 NFLX NETFLIX INC. Communication Services 10,496.0 $749K 0.27% -78.0 -0.7% $71.40 +9.6%
38 XLK SELECT SECTOR SPDR TR 3,903.0 $744K 0.27% $190.52 -1.7%
39 ORCL ORACLE CORP Technology 5,011.0 $734K 0.27% -196.0 -3.8% $146.54 +8.4%
40 IJK ISHARES TR 6,138.0 $721K 0.26% $117.50 -3.4%
Page 2 of 4  ·  78 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 62.1%
Technology 22.1%
Consumer Cyclical 7.4%
Communication Services 2.9%
Industrials 2.7%
Consumer Defensive 1.4%
Healthcare 1.2%
Real Estate 0.1%