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Portfolio (Quarterly) Guide ↗

Thrive Capital Management, LLC

· CIK 0001845943
13F Portfolio $530M AUM 170 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 170 New
Page 7 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JPM JPMORGAN CHASE & CO Financial Services 1,885.0 $617K 0.12% NEW $327.27 +8.9%
122 LIN LINDE PLC Basic Materials 1,147.0 $595K 0.11% NEW $518.78 -5.5%
123 GOVT ISHARES TR 26,009.0 $592K 0.11% NEW $22.78 -1.3%
124 STIP ISHARES TR 5,742.0 $587K 0.11% NEW $102.16 -1.2%
125 PM PHILIP MORRIS INTL INC Consumer Defensive 3,231.0 $584K 0.11% NEW $180.89 +5.8%
126 BOND PIMCO ETF TR 5,676.0 $523K 0.10% NEW $92.21 -1.7%
127 BNDX VANGUARD CHARLOTTE FDS 10,484.0 $508K 0.10% NEW $48.43 -1.5%
128 DVY ISHARES TR 3,123.0 $488K 0.09% NEW $156.28 +5.3%
129 IEFA ISHARES TR 5,000.0 $483K 0.09% NEW $96.59 +4.2%
130 ABBV ABBVIE INC Healthcare 1,905.0 $479K 0.09% NEW $251.64 +5.1%
131 LRCX LAM RESEARCH CORP Technology 1,087.0 $471K 0.09% NEW $433.17 -28.4%
132 D DOMINION ENERGY INC Utilities 6,682.0 $456K 0.09% NEW $68.29 -2.5%
133 BIV VANGUARD BD INDEX FDS 5,876.0 $451K 0.09% NEW $76.70 -1.5%
134 XLU SELECT SECTOR SPDR TR 9,859.0 $447K 0.08% NEW $45.34 -4.7%
135 CSCO CISCO SYS INC Technology 3,789.0 $445K 0.08% NEW $117.47 -6.2%
136 ORCL ORACLE CORP Technology 2,874.0 $421K 0.08% NEW $146.57 -2.8%
137 AZN ASTRAZENECA PLC Healthcare 2,189.0 $415K 0.08% NEW $189.62 -12.1%
138 MS MORGAN STANLEY Financial Services 1,914.0 $400K 0.07% NEW $209.07 +2.4%
139 IVV ISHARES TR 527.0 $395K 0.07% NEW $749.29 +2.4%
140 QTEC FIRST TR EXCHANGE-TRADED FD 1,145.0 $383K 0.07% NEW $334.78 -7.4%
Page 7 of 9  ·  170 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
Healthcare 23.0%
Technology 20.8%
Financial Services 20.4%
Consumer Defensive 12.6%
Industrials 8.2%
Communication Services 6.2%
Consumer Cyclical 3.7%
Basic Materials 1.9%
Energy 1.4%
Real Estate 1.4%