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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 8 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PHM PULTE GROUP INC COM Consumer Cyclical 570.0 $78K 0.02% NEW $137.21 -7.4%
142 TSLA TESLA INC COM Consumer Cyclical 184.0 $77K 0.02% NEW $420.60 -13.2%
143 JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 931.0 $77K 0.02% NEW $82.49 +2.5%
144 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 1,500.0 $77K 0.02% NEW $51.05 +33.8%
145 IBM INTERNATIONAL BUSINESS MACHS COM Technology 271.0 $76K 0.02% NEW $281.21 -16.7%
146 GWW WW GRAINGER INC COM Industrials 54.0 $73K 0.02% NEW $1360.41 -4.2%
147 AYI ACUITY INC COM Industrials 190.0 $72K 0.02% NEW $376.66 -12.2%
148 WFC WELLS FARGO & CO COM Financial Services 859.0 $71K 0.02% NEW $82.64 +4.7%
149 JCI JOHNSON CTLS INTL PLC SHS Industrials 485.0 $71K 0.02% NEW $146.11 -5.4%
150 AME AMETEK INC COM Industrials 286.0 $69K 0.02% NEW $241.94 -2.9%
151 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 1,000.0 $68K 0.02% NEW $68.01 +1.9%
152 MU MICRON TECHNOLOGY INC COM Technology 58.0 $67K 0.02% NEW $1154.29 -18.0%
153 ESGD ISHARES ESG AWARE MSCI EAFE ETF 646.0 $66K 0.02% NEW $102.81 +3.4%
154 MA MASTERCARD INCORPORATED CL A Financial Services 128.0 $66K 0.02% NEW $513.60 +15.4%
155 IBIT iShares Bitcoin ETF Financial Services 1,957.0 $65K 0.02% NEW $33.29 +33.6%
156 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 683.0 $65K 0.02% NEW $95.09 +8.4%
157 T AT&T INC COM Communication Services 3,107.0 $64K 0.02% NEW $20.70 +25.7%
158 DE DEERE & CO COM Industrials 100.0 $63K 0.02% NEW $634.33 +2.9%
159 NOW SERVICENOW INC COM Technology 632.0 $63K 0.02% NEW $99.28 +48.3%
160 QCOM QUALCOMM INC COM Technology 339.0 $63K 0.02% NEW $184.79 -8.8%
Page 8 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%