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Portfolio (Quarterly) Guide ↗

BG Investment Services, LLC

· CIK 0001873989
13F Portfolio $139M AUM 52 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 20 Added 25 Reduced 1 Exited
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 18,740.0 $14.0M 10.11% -702.0 -3.6% $748.87 +3.2%
2 IEFA ISHARES TR 75,719.0 $7.3M 5.27% -3K -4.2% $96.58 +4.0%
3 IWD ISHARES TR 14,160.0 $3.4M 2.47% -443.0 -3.0% $242.44 +6.6%
4 JEPI J P MORGAN EXCHANGE TRADED F 52,079.0 $2.9M 2.12% -29K -35.4% $56.48 +2.3%
5 IGSB ISHARES TR 56,061.0 $2.9M 2.12% -711.0 -1.2% $52.41 -0.6%
6 IFRA ISHARES TR 39,289.0 $2.5M 1.78% -1K -2.6% $63.04 -6.1%
7 NVDA NVIDIA CORPORATION Technology 12,207.0 $2.4M 1.76% -638.0 -5.0% $200.09 +8.7%
8 IWR ISHARES TR 19,094.0 $2.1M 1.52% -682.0 -3.5% $110.32 +1.8%
9 AAPL APPLE INC Technology 6,447.0 $1.9M 1.34% -323.0 -4.8% $289.38 +10.5%
10 IWM ISHARES TR 5,078.0 $1.5M 1.10% -293.0 -5.5% $300.48 -1.6%
11 IEMG ISHARES INC 11,658.0 $966K 0.70% -589.0 -4.8% $82.84 -1.2%
12 AMZN AMAZON COM INC Consumer Cyclical 3,952.0 $942K 0.68% -166.0 -4.0% $238.31 +11.8%
13 TSLA TESLA INC Consumer Cyclical 2,052.0 $863K 0.62% -775.0 -27.4% $420.55 -17.1%
14 QQQI NEOS ETF TRUST 14,710.0 $835K 0.60% -282.0 -1.9% $56.79 -4.0%
15 SPY STATE STR SPDR S&P 500 ETF T Financial Services 934.0 $698K 0.50% -105.0 -10.1% $746.91 +3.0%
16 MSFT MICROSOFT CORP Technology 1,619.0 $604K 0.43% -1K -41.6% $372.98 +37.7%
17 GOOG ALPHABET INC 1,669.0 $590K 0.42% -125.0 -7.0% $353.36
18 BAC BANK OF AMER CORP Financial Services 10,307.0 $587K 0.42% -712.0 -6.5% $56.98 +9.4%
19 GOOGL ALPHABET INC Communication Services 1,501.0 $536K 0.39% -17.0 -1.1% $357.42 -3.0%
20 UNH UNITEDHEALTH GROUP INC Healthcare 1,236.0 $514K 0.37% -101.0 -7.5% $415.58 -5.4%
Page 1 of 2  ·  25 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 52.0%
Consumer Cyclical 15.1%
Financial Services 12.7%
Communication Services 8.7%
Healthcare 7.1%
Energy 2.5%
Industrials 1.9%