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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 12 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CMI CUMMINS INC Industrials 454.0 $324K 0.06% NEW $713.21 -19.7%
222 IAU ISHARES GOLD TR Financial Services 4,276.0 $323K 0.06% -71.0 -1.6% $75.51 +16.2%
223 SCHP SCHWAB STRATEGIC TR 12,076.0 $320K 0.06% +2K +14.8% $26.50 -1.5%
224 NFLX NETFLIX INC. Communication Services 4,466.0 $319K 0.06% +529.0 +13.4% $71.40 +15.2%
225 AGG ISHARES TR 3,212.0 $318K 0.06% +52.0 +1.6% $98.98 -1.0%
226 CRWD CROWDSTRIKE HLDGS INC Technology 416.0 $317K 0.06% NEW $190.78 -2.8%
227 COP CONOCOPHILLIPS Energy 3,046.0 $317K 0.06% $103.96 +26.8%
228 MDLZ MONDELEZ INTL INC Consumer Defensive 5,460.0 $316K 0.06% $57.84 +8.9%
229 IGV ISHARES TR 3,466.0 $314K 0.06% +442.0 +14.6% $90.60 +12.4%
230 SHY ISHARES TR 3,742.0 $307K 0.06% -381.0 -9.2% $82.11 -0.0%
231 VOO VANGUARD INDEX FDS 444.0 $305K 0.06% +29.0 +7.0% $687.49 +2.4%
232 QGRW WISDOMTREE TR 4,617.0 $305K 0.06% -292.0 -6.0% $66.03 +1.3%
233 PZA INVESCO EXCH TRADED FD TR II 12,812.0 $301K 0.06% -166.0 -1.3% $23.52 -3.1%
234 CHTR CHARTER COMMUNICATIONS INC Communication Services 2,100.0 $299K 0.06% -1K -34.4% $142.21 +9.1%
235 NKE NIKE INC Consumer Cyclical 7,226.0 $297K 0.06% -460.0 -6.0% $41.05 -3.8%
236 CGSM CAPITAL GRP FIXED INCM ETF T 10,851.0 $286K 0.06% -405.0 -3.6% $26.38 -0.2%
237 GRID FIRST TR EXCHANGE-TRADED FD 1,486.0 $285K 0.06% NEW $191.75 -6.4%
238 FNDC SCHWAB STRATEGIC TR 5,740.0 $279K 0.06% -167.0 -2.8% $48.56 +6.1%
239 JD JD.COM INC Consumer Cyclical 10,844.0 $276K 0.05% -20K -65.0% $25.48 +15.2%
240 DIVO AMPLIFY ETF TR 5,970.0 $273K 0.05% -217.0 -3.5% $45.70 +6.8%
Page 12 of 15  ·  282 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%