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Portfolio (Quarterly) Guide ↗

Lifestyle Asset Management, Inc.

· CIK 0001845675
13F Portfolio $372M AUM 134 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 75 Added 33 Reduced 17 Exited
Page 6 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FUTU FUTU HLDGS LTD Financial Services 3,719.0 $349K 0.09% +271.0 +7.9% $93.74 +32.9%
102 LPLA LPL FINL HLDGS INC Financial Services 1,224.0 $345K 0.09% -16.0 -1.3% $281.70 +28.2%
103 PG PROCTER & GAMBLE CO Consumer Defensive 2,331.0 $342K 0.09% +127.0 +5.8% $146.64 -2.4%
104 QCOM QUALCOMM INC Technology 1,818.0 $336K 0.09% +33.0 +1.9% $184.79 -10.8%
105 UNP UNION PAC CORP Industrials 1,233.0 $335K 0.09% $272.00 +13.1%
106 TW TRADEWEB MKTS INC Financial Services 3,353.0 $334K 0.09% -202.0 -5.7% $99.67 +8.5%
107 ITOT ISHARES TR 2,015.0 $331K 0.09% -2K -48.8% $164.27 +2.9%
108 ADSK AUTODESK INC Technology 1,693.0 $329K 0.09% -56.0 -3.2% $194.42 +39.2%
109 JMST J P MORGAN EXCHANGE TRADED F 6,440.0 $328K 0.09% $51.00 -0.1%
110 AMGN AMGEN INC Healthcare 888.0 $322K 0.09% $362.12 +20.7%
111 ANGLOGOLD ASHANTI PLC 3,863.0 $312K 0.08% -134.0 -3.4% $80.89
112 MO ALTRIA GROUP INC Consumer Defensive 4,287.0 $308K 0.08% +264.0 +6.6% $71.95 -5.9%
113 NEE NEXTERA ENERGY INC Utilities 3,514.0 $308K 0.08% -149.0 -4.1% $87.77 -4.9%
114 EXLS EXLSERVICE HLDGS INC Technology 11,863.0 $307K 0.08% +2K +18.2% $25.86 +47.6%
115 TTD THE TRADE DESK INC Technology 16,813.0 $304K 0.08% +4K +32.1% $18.08 -25.8%
116 PDI PIMCO DYNAMIC INCOME FD Financial Services 17,892.0 $299K 0.08% +8K +78.8% $16.70 -7.3%
117 TSLA TESLA INC Consumer Cyclical 707.0 $297K 0.08% +146.0 +26.0% $420.42 -15.6%
118 HCMT DIREXION SHARES ETF TRUST 6,968.0 $292K 0.08% -448.0 -6.0% $41.94 -0.2%
119 BUFR FIRST TR EXCHNG TRADED FD VI 7,853.0 $287K 0.08% -318.0 -3.9% $36.53 +2.6%
120 TXN TEXAS INSTRS INC Technology 940.0 $280K 0.07% NEW $298.07 -10.6%
Page 6 of 7  ·  129 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 48.2%
Technology 22.2%
Healthcare 5.8%
Industrials 5.5%
Energy 4.9%
Consumer Cyclical 4.1%
Communication Services 4.1%
Consumer Defensive 2.1%
Utilities 1.4%
Basic Materials 1.0%