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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 8 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 REGL PROSHARES TR 9,470.0 $867K 0.17% -2K -15.3% $91.57 +2.6%
142 TGT TARGET CORP Consumer Defensive 6,574.0 $859K 0.17% -1K -15.1% $130.62 +25.1%
143 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 100,000.0 $856K 0.17% +50K +100.0% $8.56 -3.0%
144 HONEYWELL INTL INC 3,796.0 $850K 0.17% NEW $223.90
145 SPYG SPDR SERIES TRUST 7,097.0 $844K 0.17% -604.0 -7.8% $118.99 +1.0%
146 HONEYWELL AEROSPACE INC 3,796.0 $839K 0.16% NEW $221.08
147 PULS PGIM ETF TR 16,653.0 $825K 0.16% +12K +238.5% $49.55 +0.3%
148 PPA INVESCO EXCHANGE TRADED FD T 4,615.0 $815K 0.16% -16K -77.3% $176.66 -3.4%
149 CGCB CAPITAL GRP FIXED INCM ETF T 30,771.0 $806K 0.16% +4K +15.2% $26.18 -0.6%
150 FNDA SCHWAB STRATEGIC TR 20,717.0 $788K 0.15% +2K +8.5% $38.06 -1.4%
151 AMLP ALPS ETF TR 15,111.0 $784K 0.15% -15K -49.8% $51.85 +5.3%
152 DIS DISNEY WALT CO Communication Services 8,091.0 $779K 0.15% -2K -22.7% $96.25 +15.6%
153 CGIB CAPITAL GRP FIXED INCM ETF T 29,525.0 $754K 0.15% +2K +6.0% $25.53 -0.3%
154 AMD ADVANCED MICRO DEVICES INC Technology 1,295.0 $752K 0.15% -40.0 -3.0% $580.91 -17.5%
155 VZ VERIZON COMMUNICATIONS INC Communication Services 17,739.0 $751K 0.15% -2K -9.0% $42.34 +18.6%
156 SMH VANECK ETF TRUST 1,123.0 $737K 0.14% -19.0 -1.7% $655.94 -15.3%
157 BLACKROCK ETF TRUST 9,020.0 $723K 0.14% -425.0 -4.5% $80.16
158 ARCC ARES CAPITAL CORP Financial Services 38,642.0 $716K 0.14% +5K +14.9% $18.53 +7.6%
159 GMO ETF TRUST 18,220.0 $683K 0.13% NEW $37.48
160 XLF SELECT SECTOR SPDR TR 12,314.0 $660K 0.13% $53.61 +8.8%
Page 8 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%