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Portfolio (Quarterly) Guide ↗

Lifestyle Asset Management, Inc.

· CIK 0001845675
13F Portfolio $306M AUM 134 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 72 Added 28 Reduced 27 Exited
Page 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MRK MERCK & CO INC Healthcare 2,980.0 $358K 0.12% $120.29 +6.7%
102 KO COCA COLA CO Consumer Defensive 4,500.0 $342K 0.11% +395.0 +9.6% $76.05 +8.7%
103 NEE NEXTERA ENERGY INC Utilities 3,663.0 $340K 0.11% +255.0 +7.5% $92.88 -4.7%
104 GS GOLDMAN SACHS GROUP INC Financial Services 400.0 $338K 0.11% -5.0 -1.2% $845.99 +20.5%
105 LMT LOCKHEED MARTIN CORP Industrials 549.0 $332K 0.11% +132.0 +31.6% $604.39 -16.0%
106 MS MORGAN STANLEY Financial Services 2,015.0 $332K 0.11% +73.0 +3.8% $164.57 +28.9%
107 HODL VANECK BITCOIN ETF 17,263.0 $331K 0.11% +5K +36.1% $19.16 -12.0%
108 LIN LINDE PLC Basic Materials 663.0 $329K 0.11% NEW $495.76 +4.8%
109 SPDR SERIES TRUST 10,572.0 $329K 0.11% -474K -97.8% $31.08
110 JMST J P MORGAN EXCHANGE TRADED F 6,440.0 $328K 0.11% -520.0 -7.5% $50.98 -0.0%
111 MCD MCDONALDS CORP Consumer Cyclical 1,055.0 $328K 0.11% +104.0 +10.9% $310.79 -13.2%
112 PG PROCTER & GAMBLE CO Consumer Defensive 2,204.0 $318K 0.10% $144.44 +3.2%
113 AMGN AMGEN INC Healthcare 890.0 $313K 0.10% +27.0 +3.1% $351.85 +1.8%
114 BAC BANK AMERICA CORP Financial Services 6,408.0 $312K 0.10% +114.0 +1.8% $48.75 +18.7%
115 EXLS EXLSERVICE HLDGS INC Technology 10,034.0 $306K 0.10% +3K +36.6% $30.45 -14.6%
116 PCTY PAYLOCITY HLDG CORP Technology 2,806.0 $303K 0.10% +704.0 +33.5% $108.04 -1.6%
117 UNP UNION PAC CORP Industrials 1,235.0 $300K 0.10% +91.0 +8.0% $242.62 +10.6%
118 PEP PEPSICO INC Consumer Defensive 1,915.0 $297K 0.10% +165.0 +9.4% $155.29 -9.0%
119 TTD THE TRADE DESK INC Technology 12,729.0 $289K 0.09% +5K +64.4% $22.69 -19.0%
120 BUFR FIRST TR EXCHNG TRADED FD VI 8,171.0 $276K 0.09% -316K -97.5% $33.77 +7.0%
Page 6 of 7  ·  134 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 39.6%
Technology 22.3%
Energy 8.7%
Healthcare 6.8%
Industrials 5.8%
Communication Services 5.4%
Consumer Cyclical 4.6%
Consumer Defensive 2.7%
Utilities 2.0%
Basic Materials 1.5%