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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 7 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 INTC INTEL CORP Technology 7,747.0 $1.1M 0.21% -1K -11.9% $139.63 -37.4%
122 SCHC SCHWAB STRATEGIC TR 22,193.0 $1.1M 0.21% +2K +9.8% $48.12 +7.6%
123 BERKSHIRE HATHAWAY INC DEL 2,109.0 $1.1M 0.21% +30.0 +1.4% $500.39
124 CVX CHEVRON CORPORATION Energy 6,112.0 $1.0M 0.20% +2K +66.9% $165.76 +20.6%
125 EFV ISHARES TR 13,119.0 $1.0M 0.20% -18K -57.3% $76.55 +7.9%
126 SNA SNAP ON INC Industrials 2,485.0 $1.0M 0.20% +55.0 +2.3% $402.44 -2.0%
127 QQQM INVESCO EXCH TRADED FD TR II 3,277.0 $993K 0.19% +209.0 +6.8% $302.97 -3.4%
128 DLR DIGITAL RLTY TR INC Real Estate 5,504.0 $988K 0.19% NEW $179.57 +7.1%
129 EBND SPDR SERIES TRUST 46,576.0 $974K 0.19% +2K +4.2% $20.92 +1.9%
130 SCHE SCHWAB STRATEGIC TR 26,685.0 $968K 0.19% +2K +9.7% $36.26 +2.3%
131 MRK MERCK & CO INC Healthcare 7,491.0 $963K 0.19% +618.0 +9.0% $128.50 +21.7%
132 HOOD ROBINHOOD MKTS INC Financial Services 9,586.0 $961K 0.19% +1K +15.4% $100.28 +11.8%
133 QUAL ISHARES TR 4,360.0 $957K 0.19% -5K -51.3% $219.41 +2.1%
134 CGCP CAPITAL GRP FIXED INCM ETF T 42,893.0 $956K 0.19% +4K +9.8% $22.29 -0.7%
135 IUS INVESCO EXCH TRD SLF IDX FD 14,530.0 $953K 0.19% NEW $65.58 +6.6%
136 BXSL BLACKSTONE SECD LENDING FD Financial Services 39,005.0 $925K 0.18% +14K +55.5% $23.71 +4.7%
137 BMY BRISTOL-MYERS SQUIBB CO Healthcare 15,761.0 $908K 0.18% +1K +8.6% $57.62 +17.9%
138 LQD ISHARES TR 8,167.0 $891K 0.17% +239.0 +3.0% $109.07 -2.0%
139 BINC BLACKROCK ETF TRUST II 16,845.0 $882K 0.17% -6K -26.2% $52.34 -0.4%
140 CGMM CAPITAL GROUP EQUITY ETF TR 26,553.0 $875K 0.17% +453.0 +1.7% $32.97 +0.4%
Page 7 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%