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Portfolio (Quarterly) Guide ↗

Audent Global Asset Management, LLC

· CIK 0001834874
13F Portfolio $90M AUM 46 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 46 New
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ROKU ROKU INC Communication Services 2,132.0 $295K 0.33% NEW $138.14 +15.6%
42 CAT CATERPILLAR INC Industrials 231.0 $246K 0.28% NEW $1064.90 -23.7%
43 DFTX DEFINIUM THERAPEUTICS INC Healthcare 5,200.0 $245K 0.27% NEW $47.04 -4.9%
44 MCD MCDONALDS CORP Consumer Cyclical 851.0 $230K 0.26% NEW $270.31 -0.2%
45 SLB SLB LIMITED Energy 4,673.0 $219K 0.24% NEW $46.78 +14.6%
46 ATAIBECKLEY INC 16,837.0 $89K 0.10% NEW $5.27
Page 3 of 3  ·  46 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 36.2%
Financial Services 32.2%
Communication Services 18.5%
Consumer Cyclical 8.6%
Energy 1.6%
Consumer Defensive 1.6%
Industrials 0.9%
Healthcare 0.4%