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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 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSCO CISCO SYS INC Technology 61,118.0 $7.2M 2.01% -4K -6.7% $117.46 -6.4%
22 WMT WALMART INC Consumer Defensive 62,610.0 $7.1M 1.98% -2K -3.3% $113.26 -9.0%
23 EMR EMERSON ELEC CO Industrials 48,917.0 $7.0M 1.96% -2K -3.5% $143.15 +8.4%
24 TJX TJX COS INC NEW Consumer Cyclical 45,611.0 $6.9M 1.93% -2K -3.6% $151.50 -10.8%
25 TMO THERMO FISHER SCIENTIFIC INC Healthcare 13,632.0 $6.8M 1.91% +5K +53.1% $501.36 +24.1%
26 IBM INTERNATIONAL BUSINESS MACHS Technology 24,141.0 $6.8M 1.90% -623.0 -2.5% $281.21 -16.2%
27 MSFT MICROSOFT CORP Technology 18,050.0 $6.7M 1.88% -562.0 -3.0% $373.03 +37.7%
28 SBUX STARBUCKS CORP Consumer Cyclical 62,211.0 $6.4M 1.78% -3K -4.3% $102.19 +5.5%
29 AMZN AMAZON COM INC Consumer Cyclical 25,506.0 $6.1M 1.70% -1K -4.2% $238.34 +11.8%
30 META META PLATFORMS INC Communication Services 10,051.0 $5.7M 1.58% +4K +77.2% $563.30 +2.6%
31 CVX CHEVRON CORPORATION Energy 34,074.0 $5.6M 1.58% -15K -30.3% $165.76 +21.8%
32 KO COCA COLA CO Consumer Defensive 69,491.0 $5.6M 1.58% -3K -3.6% $81.27 +10.3%
33 TXN TEXAS INSTRS INC Technology 17,215.0 $5.1M 1.43% NEW $298.07 -13.2%
34 MCD MCDONALDS CORP Consumer Cyclical 18,664.0 $5.0M 1.41% -568.0 -3.0% $270.31 -2.0%
35 MCK MCKESSON CORP Healthcare 6,555.0 $5.0M 1.38% -197.0 -2.9% $755.61 +18.2%
36 PG PROCTER & GAMBLE CO Consumer Defensive 31,416.0 $4.6M 1.29% -989.0 -3.0% $146.64 -2.0%
37 VUG VANGUARD INDEX FDS 46,015.0 $4.0M 1.11% +38K +491.9% $86.14 +2.8%
38 FOXA FOX CORP Communication Services 66,821.0 $3.5M 0.97% -2K -2.7% $52.16 +31.2%
39 VTV VANGUARD INDEX FDS 13,850.0 $3.0M 0.84% -4K -21.6% $217.93 +3.4%
40 HONEYWELL INTL INC 12,214.0 $2.7M 0.76% NEW $223.90
Page 2 of 4  ·  74 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%