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Portfolio (Quarterly) Guide ↗

Tempus Wealth Planning, LLC

· CIK 0001806428
13F Portfolio $511M AUM 282 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 38 New 125 Added 92 Reduced 31 Exited
Page 4 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 4,468.0 $1.6M 0.31% +998.0 +28.8% $352.67 -4.2%
62 XTEN BONDBLOXX ETF TRUST 32,998.0 $1.5M 0.29% +7K +25.9% $45.58 -1.8%
63 SPLV INVESCO EXCH TRADED FD TR II 18,477.0 $1.4M 0.27% +204.0 +1.1% $74.90 +1.0%
64 O REALTY INCOME CORP Real Estate 21,682.0 $1.3M 0.26% +15K +223.2% $61.96 +1.4%
65 SPYV SPDR SERIES TRUST 21,611.0 $1.3M 0.26% +364.0 +1.7% $60.79 +4.6%
66 THRO BLACKROCK ETF TRUST 29,687.0 $1.3M 0.25% +6K +24.0% $43.11 +1.0%
67 SCHO SCHWAB STRATEGIC TR 52,725.0 $1.3M 0.25% +9K +19.6% $24.14 -0.1%
68 PLTR PALANTIR TECHNOLOGIES INC Technology 10,262.0 $1.2M 0.23% +1K +13.4% $116.67 +48.0%
69 HSY HERSHEY CO Consumer Defensive 6,755.0 $1.2M 0.23% +75.0 +1.1% $175.45 +6.7%
70 PFE PFIZER INC Healthcare 48,325.0 $1.2M 0.23% +26K +116.8% $24.08 +18.6%
71 SHLD GLOBAL X FDS 19,462.0 $1.2M 0.23% +15K +356.0% $59.71 +9.9%
72 PEP PEPSICO INC Consumer Defensive 8,313.0 $1.1M 0.22% +753.0 +10.0% $135.40 +5.1%
73 ABBV ABBVIE INC Healthcare 4,457.0 $1.1M 0.22% +57.0 +1.3% $251.63 +5.6%
74 SPDR SERIES TRUST 35,340.0 $1.1M 0.21% +1K +3.5% $31.18
75 SCHC SCHWAB STRATEGIC TR 22,193.0 $1.1M 0.21% +2K +9.8% $48.12 +7.6%
76 BERKSHIRE HATHAWAY INC DEL 2,109.0 $1.1M 0.21% +30.0 +1.4% $500.39
77 CVX CHEVRON CORPORATION Energy 6,112.0 $1.0M 0.20% +2K +66.9% $165.76 +20.6%
78 SNA SNAP ON INC Industrials 2,485.0 $1.0M 0.20% +55.0 +2.3% $402.44 -2.0%
79 QQQM INVESCO EXCH TRADED FD TR II 3,277.0 $993K 0.19% +209.0 +6.8% $302.97 -3.4%
80 EBND SPDR SERIES TRUST 46,576.0 $974K 0.19% +2K +4.2% $20.92 +1.9%
Page 4 of 7  ·  125 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
Industrials 22.0%
Technology 21.7%
Financial Services 16.7%
Utilities 11.6%
Consumer Cyclical 8.9%
Healthcare 7.9%
Communication Services 4.8%
Consumer Defensive 4.2%
Energy 1.2%
Real Estate 1.1%