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Portfolio (Quarterly) Guide ↗

Greystone Financial Group, LLC

· CIK 0001845302
13F Portfolio $358M AUM 74 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 14 Added 49 Reduced 15 Exited
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 18,050.0 $6.7M 1.88% -562.0 -3.0% $373.03 +37.7%
22 SBUX STARBUCKS CORP Consumer Cyclical 62,211.0 $6.4M 1.78% -3K -4.3% $102.19 +5.5%
23 AMZN AMAZON COM INC Consumer Cyclical 25,506.0 $6.1M 1.70% -1K -4.2% $238.34 +11.8%
24 CVX CHEVRON CORPORATION Energy 34,074.0 $5.6M 1.58% -15K -30.3% $165.76 +21.8%
25 KO COCA COLA CO Consumer Defensive 69,491.0 $5.6M 1.58% -3K -3.6% $81.27 +10.3%
26 MCD MCDONALDS CORP Consumer Cyclical 18,664.0 $5.0M 1.41% -568.0 -3.0% $270.31 -2.0%
27 MCK MCKESSON CORP Healthcare 6,555.0 $5.0M 1.38% -197.0 -2.9% $755.61 +18.2%
28 PG PROCTER & GAMBLE CO Consumer Defensive 31,416.0 $4.6M 1.29% -989.0 -3.0% $146.64 -2.0%
29 FOXA FOX CORP Communication Services 66,821.0 $3.5M 0.97% -2K -2.7% $52.16 +31.2%
30 VTV VANGUARD INDEX FDS 13,850.0 $3.0M 0.84% -4K -21.6% $217.93 +3.4%
31 VEA VANGUARD TAX-MANAGED FDS 34,356.0 $2.4M 0.68% -7K -17.0% $71.25 +2.5%
32 PANW PALO ALTO NETWORKS INC Technology 3,136.0 $1.1M 0.30% -283.0 -8.3% $341.02 +9.0%
33 SMH VANECK ETF TRUST 1,557.0 $1.0M 0.28% -88.0 -5.3% $655.89 -15.7%
34 AXP AMERICAN EXPRESS CO Financial Services 2,793.0 $945K 0.26% -244.0 -8.0% $338.20 -1.5%
35 GOOGL ALPHABET INC Communication Services 2,600.0 $929K 0.26% -411.0 -13.7% $357.34 -3.0%
36 IJH ISHARES TR 11,878.0 $916K 0.26% -1K -11.0% $77.11 -1.7%
37 RSP INVESCO EXCHANGE TRADED FD T 4,276.0 $910K 0.25% -55.0 -1.3% $212.77 +3.7%
38 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,615.0 $771K 0.22% -147.0 -8.3% $477.57 -12.6%
39 UBER UBER TECHNOLOGIES INC Technology 9,602.0 $693K 0.19% -807.0 -7.8% $72.16 +9.2%
40 XLI SELECT SECTOR SPDR TR 3,443.0 $638K 0.18% -60.0 -1.7% $185.23 -4.4%
Page 2 of 3  ·  49 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 35.4%
Financial Services 11.9%
Consumer Cyclical 10.3%
Industrials 9.2%
Healthcare 8.8%
Consumer Defensive 7.2%
Communication Services 4.2%
Real Estate 3.7%
Basic Materials 3.6%
Utilities 3.4%