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Portfolio (Quarterly) Guide ↗

Altus Wealth Group LLC

· CIK 0001842572
13F Portfolio $277M AUM 155 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 155 New
Page 5 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMGN AMGEN INC Healthcare 1,666.0 $603K 0.22% NEW $362.03 +20.8%
82 FIXD FIRST TR EXCHNG TRADED FD VI 13,751.0 $600K 0.22% NEW $43.61 -2.0%
83 JSMD JANUS DETROIT STR TR 5,884.0 $596K 0.21% NEW $101.24 -7.9%
84 FTEC FIDELITY COVINGTON TRUST 2,078.0 $593K 0.21% NEW $285.58 +1.3%
85 FPE FIRST TR EXCH TRADED FD III 33,127.0 $592K 0.21% NEW $17.88 -1.3%
86 MS MORGAN STANLEY Financial Services 2,803.0 $586K 0.21% NEW $209.05 +4.1%
87 IWR ISHARES TR 5,041.0 $556K 0.20% NEW $110.32 +1.4%
88 IJR ISHARES TR 3,749.0 $556K 0.20% NEW $148.31 -2.0%
89 MRVL MARVELL TECHNOLOGY INC Technology 1,823.0 $543K 0.20% NEW $297.88 -25.0%
90 HONEYWELL INTL INC 2,247.0 $503K 0.18% NEW $223.90
91 HONEYWELL AEROSPACE INC 2,226.0 $492K 0.18% NEW $221.08
92 BE BLOOM ENERGY CORP Industrials 1,576.0 $477K 0.17% NEW $302.70 -16.5%
93 IBM INTERNATIONAL BUSINESS MACHS Technology 1,665.0 $468K 0.17% NEW $281.19 -16.5%
94 JNJ JOHNSON & JOHNSON Healthcare 1,824.0 $463K 0.17% NEW $253.91 +8.4%
95 NOC NORTHROP GRUMMAN CORP Industrials 908.0 $462K 0.17% NEW $509.31 +1.1%
96 OC OWENS CORNING NEW Industrials 2,871.0 $456K 0.17% NEW $158.96 -12.7%
97 KR KROGER CO Consumer Defensive 8,218.0 $456K 0.17% NEW $55.53 +5.5%
98 LLY ELI LILLY & CO Healthcare 375.0 $450K 0.16% NEW $1199.54 -4.3%
99 DIS DISNEY WALT CO Communication Services 4,645.0 $447K 0.16% NEW $96.25 +9.4%
100 PAVE GLOBAL X FDS 7,350.0 $433K 0.16% NEW $58.92 -6.4%
Page 5 of 8  ·  155 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 38.8%
Industrials 15.2%
Financial Services 13.5%
Communication Services 7.4%
Energy 6.1%
Consumer Cyclical 5.6%
Consumer Defensive 4.9%
Healthcare 4.6%
Utilities 3.8%
Real Estate 0.1%