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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 2 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES TR 12,836.0 $3.2M 1.03% NEW $246.16 +21.0%
22 IDU ISHARES TR 28,852.0 $3.1M 1.02% NEW $108.36 +7.8%
23 QQQ INVESCO QQQ TR Financial Services 4,911.0 $3.0M 0.98% NEW $614.31 +15.0%
24 GOOGL ALPHABET INC Communication Services 9,524.0 $3.0M 0.97% NEW $313.01 +7.8%
25 LQD ISHARES TR 26,385.0 $2.9M 0.95% NEW $110.19 -0.6%
26 HYG ISHARES TR 35,945.0 $2.9M 0.94% NEW $80.63 -1.0%
27 EFAA INVESCO ACTIVELY MANAGED EXC 53,174.0 $2.9M 0.94% NEW $54.05 +1.8%
28 APP APPLOVIN CORP Technology 4,233.0 $2.9M 0.93% NEW $673.82 -29.2%
29 FIX COMFORT SYS USA INC Industrials 3,046.0 $2.8M 0.93% NEW $933.30 +98.7%
30 GLD SPDR GOLD TR Financial Services 7,079.0 $2.8M 0.91% NEW $396.31 -5.7%
31 WDC WESTERN DIGITAL CORP Technology 16,284.0 $2.8M 0.91% NEW $172.27 +240.4%
32 EEM ISHARES TR 49,961.0 $2.7M 0.89% NEW $54.71 +22.8%
33 JEPI J P MORGAN EXCHANGE TRADED F 47,527.0 $2.7M 0.89% NEW $57.24 -1.9%
34 EFA ISHARES TR 27,815.0 $2.7M 0.87% NEW $96.03 +6.8%
35 MEDP MEDPACE HLDGS INC Healthcare 4,658.0 $2.6M 0.85% NEW $561.65 -6.2%
36 QDPL PACER FDS TR 58,150.0 $2.5M 0.80% NEW $42.48 +5.2%
37 META META PLATFORMS INC Communication Services 3,608.0 $2.4M 0.78% NEW $660.09 -16.6%
38 TPR TAPESTRY INC Consumer Cyclical 18,609.0 $2.4M 0.77% NEW $127.77 +14.3%
39 CLS CELESTICA INC Technology 7,687.0 $2.3M 0.74% NEW $295.61 +14.2%
40 SPEM SPDR INDEX SHS FDS 48,334.0 $2.3M 0.74% NEW $46.81 +8.6%
Page 2 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%