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Portfolio (Quarterly) Guide ↗

StrongBox Wealth, LLC

· CIK 0001812155
13F Portfolio $351M AUM 267 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 267 New
Page 10 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PSX PHILLIPS 66 COM Energy 250.0 $42K 0.01% NEW $169.05 +45.3%
182 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 1,515.0 $40K 0.01% NEW $26.52 -1.4%
183 GLW CORNING INC COM Technology 150.0 $38K 0.01% NEW $255.43 -42.1%
184 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 457.0 $38K 0.01% NEW $83.24 +2.3%
185 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 432.0 $38K 0.01% NEW $87.88 +2.6%
186 GPC GENUINE PARTS CO COM Consumer Cyclical 316.0 $37K 0.01% NEW $117.98 +16.0%
187 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 547.0 $37K 0.01% NEW $67.56 -2.3%
188 EPR EPR PPTYS COM SH BEN INT Real Estate 600.0 $35K 0.01% NEW $58.01 +1.9%
189 AMAT APPLIED MATLS INC COM Technology 48.0 $35K 0.01% NEW $723.00 -36.9%
190 PRU PRUDENTIAL FINL INC COM Financial Services 320.0 $35K 0.01% NEW $107.93 +9.7%
191 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 361.0 $34K 0.01% NEW $95.44 +2.3%
192 SNOW SNOWFLAKE INC COM SHS Technology 135.0 $34K 0.01% NEW $254.50 +27.7%
193 KMI KINDER MORGAN INC DEL COM Energy 1,012.0 $32K 0.01% NEW $31.97 -0.3%
194 IWL ISHARES RUSSELL TOP 200 ETF 173.0 $32K 0.01% NEW $184.95 +2.7%
195 AXON AXON ENTERPRISE INC COM Industrials 55.0 $31K 0.01% NEW $560.62 +3.1%
196 AMT AMERICAN TOWER CORP COM Real Estate 188.0 $31K 0.01% NEW $163.57 +7.1%
197 VGT VANGUARD INFORMATION TECHNOLOGY ETF 256.0 $31K 0.01% NEW $119.52 +0.4%
198 OKE ONEOK INC NEW COM Energy 350.0 $30K 0.01% NEW $86.94 +10.2%
199 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 600.0 $30K 0.01% NEW $50.23 -1.1%
200 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 162.0 $30K 0.01% NEW $185.23 -5.4%
Page 10 of 14  ·  267 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 23.6%
Financial Services 20.1%
Healthcare 10.4%
Industrials 10.4%
Communication Services 9.1%
Consumer Cyclical 7.3%
Consumer Defensive 6.6%
Energy 4.2%
Utilities 3.9%
Basic Materials 3.7%