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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 5 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHE SCHWAB STRATEGIC TR 26,685.0 $968K 0.19% +2K +9.7% $36.26 +2.1%
82 MRK MERCK & CO INC Healthcare 7,491.0 $963K 0.19% +618.0 +9.0% $128.50 +21.1%
83 HOOD ROBINHOOD MKTS INC Financial Services 9,586.0 $961K 0.19% +1K +15.4% $100.28 +10.7%
84 CGCP CAPITAL GRP FIXED INCM ETF T 42,893.0 $956K 0.19% +4K +9.8% $22.29 -0.8%
85 BXSL BLACKSTONE SECD LENDING FD Financial Services 39,005.0 $925K 0.18% +14K +55.5% $23.71 +5.0%
86 BMY BRISTOL-MYERS SQUIBB CO Healthcare 15,761.0 $908K 0.18% +1K +8.6% $57.62 +17.6%
87 LQD ISHARES TR 8,167.0 $891K 0.17% +239.0 +3.0% $109.07 -2.2%
88 CGMM CAPITAL GROUP EQUITY ETF TR 26,553.0 $875K 0.17% +453.0 +1.7% $32.97 +0.2%
89 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 100,000.0 $856K 0.17% +50K +100.0% $8.56 -3.3%
90 PULS PGIM ETF TR 16,653.0 $825K 0.16% +12K +238.5% $49.55 +0.3%
91 CGCB CAPITAL GRP FIXED INCM ETF T 30,771.0 $806K 0.16% +4K +15.2% $26.18 -0.8%
92 FNDA SCHWAB STRATEGIC TR 20,717.0 $788K 0.15% +2K +8.5% $38.06 -1.6%
93 CGIB CAPITAL GRP FIXED INCM ETF T 29,525.0 $754K 0.15% +2K +6.0% $25.53 -0.5%
94 ARCC ARES CAPITAL CORP Financial Services 38,642.0 $716K 0.14% +5K +14.9% $18.53 +7.6%
95 FNDE SCHWAB STRATEGIC TR 16,594.0 $658K 0.13% +1K +7.0% $39.68 +5.6%
96 ULTA ULTA BEAUTY INC Consumer Cyclical 1,457.0 $657K 0.13% +24.0 +1.7% $450.98 +17.5%
97 LMT LOCKHEED MARTIN CORP Industrials 1,135.0 $578K 0.11% +68.0 +6.4% $509.47 +9.6%
98 VGT VANGUARD WORLD FD 4,819.0 $576K 0.11% +4K +697.9% $119.52 -2.0%
99 SUSC ISHARES TR 24,695.0 $572K 0.11% +2K +7.2% $23.15 -1.6%
100 CGMS CAPITAL GRP FIXED INCM ETF T 20,728.0 $566K 0.11% +2K +11.7% $27.33 -0.4%
Page 5 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%