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Portfolio (Quarterly) Guide ↗

Center For Asset Management LLC

· CIK 0001844878
13F Portfolio $201M AUM 144 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 79 Added 35 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FLSP FRANKLIN TEMPLETON ETF TR 38,209.0 $1.0M 0.52% NEW $27.20 +0.4%
2 RTX RTX CORPORATION Industrials 4,539.0 $876K 0.43% NEW $192.90 -8.5%
3 EIX EDISON INTL Utilities 7,191.0 $526K 0.26% NEW $73.18 -2.1%
4 MU MICRON TECHNOLOGY INC Technology 1,365.0 $461K 0.23% NEW $337.87 +174.8%
5 NXT NEXTPOWER INC Technology 3,666.0 $442K 0.22% NEW $120.55 +12.6%
6 LRCX LAM RESEARCH CORP Technology 1,910.0 $408K 0.20% NEW $213.66 +49.3%
7 AZN ASTRAZENECA PLC Healthcare 2,019.0 $398K 0.20% NEW $197.22 -5.9%
8 EPD ENTERPRISE PRODS PARTNERS L Energy 7,813.0 $296K 0.15% NEW $37.84 +0.4%
9 GE GE AEROSPACE Industrials 833.0 $236K 0.12% NEW $283.78 +11.8%
10 KGC KINROSS GOLD CORP Basic Materials 7,532.0 $230K 0.11% NEW $30.52 -6.6%
11 TOTL SSGA ACTIVE ETF TR 5,654.0 $225K 0.11% NEW $39.73 -0.7%

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 32.5%
Communication Services 16.9%
Financial Services 11.7%
Healthcare 7.4%
Industrials 6.7%
Consumer Defensive 6.3%
Consumer Cyclical 6.3%
Utilities 6.3%
Basic Materials 3.0%
Energy 1.5%