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Portfolio (Quarterly) Guide ↗

BG Investment Services, LLC

· CIK 0001873989
13F Portfolio $120M AUM 48 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 20 Added 15 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 MU MICRON TECHNOLOGY INC Technology 1,049 $299K 0.27% SOLD
2 AMD ADVANCED MICRO DEVICES INC Technology 938 $201K 0.18% SOLD
Sector Allocation
Technology 47.4%
Consumer Cyclical 17.0%
Communication Services 14.4%
Financial Services 12.7%
Healthcare 5.4%
Energy 3.1%