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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 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NVO NOVO-NORDISK A S Healthcare 7,909.0 $379K 0.07% -5K -37.2% $47.94 -2.1%
62 Q QNITY ELECTRONICS INC Technology 2,314.0 $378K 0.07% -955.0 -29.2% $163.31 -22.7%
63 XLG INVESCO EXCHANGE TRADED FD T 6,069.0 $372K 0.07% -14K -70.4% $61.23 +1.0%
64 PINS PINTEREST INC Communication Services 17,239.0 $363K 0.07% -10K -36.9% $21.03 +11.6%
65 EBAY EBAY INC. Consumer Cyclical 3,205.0 $358K 0.07% -33.0 -1.0% $111.75 -4.2%
66 EPD ENTERPRISE PRODS PARTNERS L 9,146.0 $336K 0.07% -308.0 -3.3% $36.76
67 IAU ISHARES GOLD TR Financial Services 4,276.0 $323K 0.06% -71.0 -1.6% $75.51 +15.8%
68 SHY ISHARES TR 3,742.0 $307K 0.06% -381.0 -9.2% $82.11 -0.1%
69 QGRW WISDOMTREE TR 4,617.0 $305K 0.06% -292.0 -6.0% $66.03 +0.7%
70 PZA INVESCO EXCH TRADED FD TR II 12,812.0 $301K 0.06% -166.0 -1.3% $23.52 -3.3%
71 CHTR CHARTER COMMUNICATIONS INC Communication Services 2,100.0 $299K 0.06% -1K -34.4% $142.21 +5.7%
72 NKE NIKE INC Consumer Cyclical 7,226.0 $297K 0.06% -460.0 -6.0% $41.05 -0.7%
73 CGSM CAPITAL GRP FIXED INCM ETF T 10,851.0 $286K 0.06% -405.0 -3.6% $26.38 -0.2%
74 FNDC SCHWAB STRATEGIC TR 5,740.0 $279K 0.06% -167.0 -2.8% $48.56 +5.0%
75 JD JD.COM INC Consumer Cyclical 10,844.0 $276K 0.05% -20K -65.0% $25.48 +14.6%
76 DIVO AMPLIFY ETF TR 5,970.0 $273K 0.05% -217.0 -3.5% $45.70 +6.5%
77 NANR SPDR INDEX SHS FDS 3,527.0 $266K 0.05% -337.0 -8.7% $75.50 +20.3%
78 FDN FIRST TR EXCHANGE-TRADED FD 949.0 $251K 0.05% -55.0 -5.5% $264.72 +8.2%
79 IAGG ISHARES TR 4,939.0 $250K 0.05% -6K -53.2% $50.60 -1.6%
80 ADBE ADOBE INC Technology 1,207.0 $247K 0.05% -1K -45.9% $205.02 +34.8%
Page 4 of 5  ·  92 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%