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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 13 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 USB US BANCORP COM NEW Financial Services 174.0 $11K 0.00% NEW $60.40 +3.4%
242 ISMD INSPIRE SMALL/MID CAP ETF 198.0 $10K 0.00% NEW $49.99 -1.8%
243 PM PHILIP MORRIS INTL INC COM Consumer Defensive 54.0 $10K 0.00% NEW $180.91 +6.1%
244 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 101.0 $9K 0.00% NEW $85.49 +2.4%
245 ICLR ICON PUB LTD CO SHS Healthcare 43.0 $7K 0.00% NEW $173.72 -2.1%
246 TPIF TIMOTHY PLAN INTERNATIONAL ETF 195.0 $7K 0.00% NEW $37.31 +3.9%
247 CRWV COREWEAVE INC COM CL A Technology 73.0 $7K 0.00% NEW $99.53 -15.4%
248 F FORD MTR CO COM Consumer Cyclical 500.0 $7K 0.00% NEW $13.90 -0.2%
249 CBSH COMMERCE BANCSHARES INC COM Financial Services 120.0 $7K 0.00% NEW $57.75 +0.5%
250 HIMS HIMS & HERS HEALTH INC COM CL A Healthcare 175.0 $6K 0.00% NEW $34.67 -16.8%
251 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 55.0 $6K 0.00% NEW $109.76 -0.2%
252 PRCT PROCEPT BIOROBOTICS CORP COM Healthcare 260.0 $6K 0.00% NEW $22.58 -7.8%
253 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 92.0 $5K 0.00% NEW $51.60 +3.0%
254 UBER UBER TECHNOLOGIES INC COM Technology 50.0 $4K 0.00% NEW $72.16 +9.2%
255 GD GENERAL DYNAMICS CORP COM Industrials 10.0 $4K 0.00% NEW $354.20 +7.1%
256 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 64.0 $3K 0.00% NEW $54.55 +5.8%
257 CGUS CAPITAL GROUP CORE EQUITY ETF 70.0 $3K 0.00% NEW $44.49 +1.9%
258 SCVL SHOE STA GROUP INC COM Consumer Cyclical 200.0 $3K 0.00% NEW $14.83 +5.3%
259 CARNIVAL CORP LTD COMMON SHARES 100.0 $3K 0.00% NEW $28.57
260 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 20.0 $2K 0.00% NEW $114.20 +5.8%
Page 13 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%