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Portfolio (Quarterly) Guide ↗

Lifestyle Asset Management, Inc.

· CIK 0001845675
13F Portfolio $307M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 138 New
Page 7 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UNP UNION PAC CORP Industrials 1,144.0 $265K 0.09% NEW $231.32 +16.0%
122 MO ALTRIA GROUP INC Consumer Defensive 4,571.0 $264K 0.09% NEW $57.66 +28.0%
123 T AT&T INC Communication Services 10,511.0 $261K 0.09% NEW $24.84 -8.5%
124 CMCSA COMCAST CORP NEW Communication Services 8,565.0 $256K 0.08% NEW $29.89 -22.5%
125 DFEB FIRST TR EXCHNG TRADED FD VI 5,350.0 $255K 0.08% NEW $47.72 +4.9%
126 INNOVATOR ETFS TRUST 9,267.0 $255K 0.08% NEW $27.49
127 UNH UNITEDHEALTH GROUP INC Healthcare 768.0 $254K 0.08% NEW $330.11 +29.6%
128 PEP PEPSICO INC Consumer Defensive 1,750.0 $251K 0.08% NEW $143.52 -1.5%
129 XLC SELECT SECTOR SPDR TR 2,078.0 $245K 0.08% NEW $117.72 -9.9%
130 TSLA TESLA INC Consumer Cyclical 539.0 $242K 0.08% NEW $449.47 -15.5%
131 INNOVATOR ETFS TRUST 9,146.0 $235K 0.08% NEW $25.74
132 GSEP FIRST TR EXCHNG TRADED FD VI 6,050.0 $234K 0.08% NEW $38.74 +4.8%
133 INNOVATOR ETFS TRUST 8,089.0 $216K 0.07% NEW $26.67
134 PDI PIMCO DYNAMIC INCOME FD Financial Services 12,108.0 $214K 0.07% NEW $17.71 -6.4%
135 ORCL ORACLE CORP Technology 1,067.0 $208K 0.07% NEW $194.91 -23.7%
136 LMT LOCKHEED MARTIN CORP Industrials 417.0 $202K 0.07% NEW $483.67 +4.9%
137 AGNC AGNC INVT CORP Real Estate 18,066.0 $194K 0.06% NEW $10.72 +1.7%
138 RYLD GLOBAL X FDS 11,787.0 $180K 0.06% NEW $15.30 +3.7%
Page 7 of 7  ·  138 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
Financial Services 42.4%
Technology 24.6%
Healthcare 6.9%
Communication Services 6.6%
Energy 5.9%
Consumer Cyclical 5.1%
Industrials 4.0%
Consumer Defensive 2.2%
Utilities 1.5%
Real Estate 0.7%