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Portfolio (Quarterly) Guide ↗

Royal Fund Management, LLC

· CIK 0001810099
13F Portfolio $1.2B AUM 291 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 55 New 123 Added 89 Reduced 61 Exited
Page 5 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDT MEDTRONIC PLC Healthcare 29,927.0 $2.3M 0.20% +4K +15.9% $78.23 +19.3%
82 KMI KINDER MORGAN INC DEL Energy 64,738.0 $2.1M 0.17% +2K +2.4% $31.97 -3.1%
83 PM PHILIP MORRIS INTL INC Consumer Defensive 10,945.0 $2.0M 0.17% +141.0 +1.3% $180.91 +4.0%
84 DOW DOW HLDGS INC Basic Materials 72,243.0 $2.0M 0.17% +11K +18.5% $27.36 +18.2%
85 IEI ISHARES TR 16,768.0 $2.0M 0.16% +1K +7.7% $117.45 -0.9%
86 XEL XCEL ENERGY INC Utilities 24,368.0 $2.0M 0.16% +588.0 +2.5% $80.30 -5.0%
87 OHI OMEGA HEALTHCARE INVS INC Real Estate 40,532.0 $1.9M 0.16% +1K +2.6% $47.68 -2.2%
88 AMT AMERICAN TOWER CORP Real Estate 11,766.0 $1.9M 0.16% +2K +24.6% $163.57 +7.5%
89 CAG CONAGRA BRANDS INC Consumer Defensive 142,500.0 $1.9M 0.16% +104K +274.0% $13.46 +22.1%
90 IGIB ISHARES TR 35,704.0 $1.9M 0.16% +3K +7.6% $53.17 -1.9%
91 GSK GSK PLC Healthcare 36,119.0 $1.9M 0.16% +578.0 +1.6% $52.42 -0.0%
92 UPS UNITED PARCEL SVCS INC Industrials 17,489.0 $1.9M 0.16% +2K +13.5% $107.50 -5.1%
93 PPL PPL CORP Utilities 47,343.0 $1.7M 0.14% +1K +2.7% $36.35 -5.4%
94 APH AMPHENOL CORP Technology 9,700.0 $1.7M 0.14% +6K +148.7% $176.32 -11.0%
95 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 28,700.0 $1.5M 0.13% +700.0 +2.5% $52.65 +28.3%
96 FLOT ISHARES TR 28,871.0 $1.5M 0.12% +2K +6.4% $51.05 -0.1%
97 WPC WP CAREY INC Real Estate 19,949.0 $1.4M 0.12% +546.0 +2.8% $71.50 -0.4%
98 EOG EOG RES INC Energy 10,910.0 $1.4M 0.12% +200.0 +1.9% $129.73 +18.0%
99 IJT ISHARES TR 7,691.0 $1.4M 0.11% +707.0 +10.1% $178.61 -2.6%
100 SCCO SOUTHERN COPPER CORP Basic Materials 7,404.0 $1.3M 0.11% +5K +221.8% $174.26 +24.0%
Page 5 of 7  ·  123 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
Technology 30.2%
Financial Services 18.5%
Healthcare 8.9%
Industrials 8.6%
Consumer Cyclical 7.3%
Consumer Defensive 7.3%
Energy 5.1%
Communication Services 4.8%
Utilities 3.1%
Real Estate 3.1%