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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 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGG ISHARES TR 4,556.0 $451K 0.33% -177.0 -3.7% $98.98 -1.5%
22 HYG ISHARES TR 5,611.0 $449K 0.32% -403.0 -6.7% $79.97 -0.3%
23 META META PLATFORMS INC Communication Services 547.0 $308K 0.22% -51.0 -8.5% $563.19 +2.6%
24 JPM JPMORGAN CHASE & CO Financial Services 704.0 $231K 0.17% -5.0 -0.7% $327.47 +9.2%
25 NFLX NETFLIX INC. Communication Services 2,817.0 $201K 0.14% -563.0 -16.7% $71.39 +14.5%
Page 2 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%