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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 7 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BWA BORGWARNER INC Consumer Cyclical 8,991.0 $579K 0.08% $64.36 +0.7%
122 GE GE AEROSPACE Industrials 1,537.0 $576K 0.08% $374.93 -8.1%
123 EMB ISHARES TR 5,946.0 $571K 0.07% -942.0 -13.7% $95.97 -1.4%
124 WMT WALMART INC Consumer Defensive 5,193.0 $565K 0.07% -42.0 -0.8% $108.82 -4.6%
125 AMT AMERICAN TOWER CORP Real Estate 3,368.0 $559K 0.07% +45.0 +1.4% $166.08 +5.8%
126 VB VANGUARD INDEX FDS 1,756.0 $529K 0.07% $301.50 +0.4%
127 SNDK SANDISK CORP Technology 259.0 $526K 0.07% $2032.22 -21.2%
128 WDC WESTERN DIGITAL CORP Technology 783.0 $468K 0.06% $598.18 -21.6%
129 VWOB VANGUARD WHITEHALL FDS 6,926.0 $463K 0.06% -477.0 -6.4% $66.86 -1.5%
130 ICLN ISHARES TR 22,745.0 $459K 0.06% NEW $20.18 -12.6%
131 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 16,187.0 $458K 0.06% $28.32 -14.6%
132 GEV GE VERNOVA INC Utilities 401.0 $455K 0.06% $1134.35 -14.8%
133 USB US BANCORP Financial Services 7,250.0 $449K 0.06% $61.96 -0.3%
134 WFC WELLS FARGO & CO Financial Services 5,198.0 $447K 0.06% -178.0 -3.3% $85.94 -2.6%
135 SPYX SPDR SERIES TRUST 7,271.0 $444K 0.06% $61.13 +2.1%
136 FCVT FIRST TR EXCHANGE-TRADED FD 8,205.0 $430K 0.06% -161.0 -1.9% $52.42 -4.7%
137 TMO THERMO FISHER SCIENTIFIC INC Healthcare 800.0 $411K 0.05% -13.0 -1.6% $513.59 +22.2%
138 EXR EXTRA SPACE STORAGE INC Real Estate 2,717.0 $400K 0.05% $147.28 -0.0%
139 LQD ISHARES TR 3,502.0 $380K 0.05% $108.46 -2.2%
140 GLD SPDR GOLD TR Financial Services 1,021.0 $378K 0.05% $370.60 +12.1%
Page 7 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%