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Portfolio (Quarterly) Guide ↗

Horst & Graben Wealth Management LLC

· CIK 0001818207
13F Portfolio $760M AUM 205 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 46 Added 65 Reduced 3 Exited
Page 11 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CF CF INDUSTRIES HOLD Basic Materials 1,895.0 $205K 0.03% $108.13 +16.2%
202 LRCX LAM RESEARCH CORP Technology 517.0 $202K 0.03% NEW $391.26 -20.6%
203 CSX CSX CORP Industrials 4,180.0 $202K 0.03% NEW $48.33 +5.5%
204 IMCV ISHARES TR 2,179.0 $200K 0.03% NEW $92.00 +6.2%
205 TRULIEVE CANNABIS CORP 12,543.0 $120K 0.02% NEW $9.54
Page 11 of 11  ·  205 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 35.3%
Financial Services 15.6%
Consumer Cyclical 13.5%
Real Estate 9.9%
Consumer Defensive 6.9%
Industrials 6.5%
Energy 4.8%
Healthcare 3.5%
Communication Services 2.8%
Utilities 0.7%