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Portfolio (Quarterly) Guide ↗

Strategic Financial Concepts, LLC

· CIK 0001870686
13F Portfolio $336M AUM 239 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 65 Added 126 Reduced 87 Exited
Page 10 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CFR CULLEN FROST BANKERS INC Financial Services 1,928.0 $298K 0.09% $154.52 +4.1%
182 QYLD GLOBAL X FDS 16,114.0 $297K 0.09% -6K -26.7% $18.43 -0.8%
183 HD HOME DEPOT INC Consumer Cyclical 821.0 $289K 0.09% -731.0 -47.1% $352.49 -7.0%
184 FDL FIRST TR EXCHANGE-TRADED FD 5,867.0 $285K 0.09% -5K -44.6% $48.66 +8.8%
185 COWZ PACER FDS TR 4,566.0 $284K 0.08% -8K -63.8% $62.19 +15.9%
186 IBIE ISHARES TR 10,770.0 $283K 0.08% $26.30 -2.1%
187 MAGS LISTED FDS TR 4,403.0 $283K 0.08% NEW $64.30 +6.9%
188 JCPB J P MORGAN EXCHANGE TRADED F 6,012.0 $282K 0.08% +601.0 +11.1% $46.94 -1.6%
189 SCHV SCHWAB STRATEGIC TR 7,956.0 $277K 0.08% -176.0 -2.2% $34.81 -0.9%
190 BBAG J P MORGAN EXCHANGE TRADED F 5,992.0 $275K 0.08% -21K -78.0% $45.95 -1.8%
191 DIVO AMPLIFY ETF TR 5,914.0 $270K 0.08% -20K -77.0% $45.70 +5.7%
192 NFLX NETFLIX INC. Communication Services 3,785.0 $270K 0.08% +370.0 +10.8% $71.40 +13.5%
193 THNQ EXCHANGE TRADED CONCEPTS TRU 2,960.0 $270K 0.08% NEW $91.21 -0.4%
194 XLF SELECT SECTOR SPDR TR 4,961.0 $266K 0.08% -4K -43.8% $53.61 +7.6%
195 BOTZ GLOBAL X FDS 7,010.0 $266K 0.08% +805.0 +13.0% $37.94 -5.4%
196 IEFA ISHARES TR 2,741.0 $265K 0.08% -4K -57.6% $96.59 +3.8%
197 J P MORGAN EXCHANGE TRADED F 5,189.0 $262K 0.08% -11K -67.1% $50.57
198 IXG ISHARES TR 2,100.0 $261K 0.08% $124.51 +7.8%
199 FEZ SPDR INDEX SHS FDS 3,750.0 $258K 0.08% $68.68 +3.1%
200 ASTRANA HEALTH INC 5,541.0 $257K 0.08% NEW $46.41
Page 10 of 12  ·  239 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
Technology 31.1%
Financial Services 20.7%
Consumer Cyclical 20.4%
Energy 7.1%
Communication Services 5.7%
Real Estate 4.2%
Consumer Defensive 4.2%
Healthcare 3.5%
Industrials 2.4%
Utilities 0.7%