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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 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FSMD FIDELITY COVINGTON TRUST 24,674.0 $1.3M 0.94% +3K +14.5% $52.85 -2.9%
22 VYM VANGUARD WHITEHALL FDS 8,078.0 $1.3M 0.92% +606.0 +8.1% $158.04 +3.9%
23 FDEM FIDELITY COVINGTON TRUST 29,235.0 $1.1M 0.77% +5K +19.2% $36.33 -0.7%
24 IEMG ISHARES INC 11,658.0 $966K 0.70% -589.0 -4.8% $82.84 -1.2%
25 AMZN AMAZON COM INC Consumer Cyclical 3,952.0 $942K 0.68% -166.0 -4.0% $238.31 +11.8%
26 TSLA TESLA INC Consumer Cyclical 2,052.0 $863K 0.62% -775.0 -27.4% $420.55 -17.1%
27 FELV FIDELITY COVINGTON TRUST 21,270.0 $853K 0.61% +3K +18.5% $40.09 +7.2%
28 QQQI NEOS ETF TRUST 14,710.0 $835K 0.60% -282.0 -1.9% $56.79 -4.0%
29 SPY STATE STR SPDR S&P 500 ETF T Financial Services 934.0 $698K 0.50% -105.0 -10.1% $746.91 +3.0%
30 MSFT MICROSOFT CORP Technology 1,619.0 $604K 0.43% -1K -41.6% $372.98 +37.7%
31 GOOG ALPHABET INC 1,669.0 $590K 0.42% -125.0 -7.0% $353.36
32 BAC BANK OF AMER CORP Financial Services 10,307.0 $587K 0.42% -712.0 -6.5% $56.98 +9.4%
33 FTBD FIDELITY MERRIMACK STR TR 11,892.0 $586K 0.42% +757.0 +6.8% $49.28 -1.8%
34 FLTB FIDELITY MERRIMACK STR TR 10,769.0 $540K 0.39% +1K +10.5% $50.13 -0.6%
35 GOOGL ALPHABET INC Communication Services 1,501.0 $536K 0.39% -17.0 -1.1% $357.42 -3.0%
36 UNH UNITEDHEALTH GROUP INC Healthcare 1,236.0 $514K 0.37% -101.0 -7.5% $415.58 -5.4%
37 AGG ISHARES TR 4,556.0 $451K 0.33% -177.0 -3.7% $98.98 -1.5%
38 HYG ISHARES TR 5,611.0 $449K 0.32% -403.0 -6.7% $79.97 -0.3%
39 AMD ADVANCED MICRO DEVICES INC Technology 726.0 $422K 0.30% NEW $580.80 -19.8%
40 LRCX LAM RESEARCH CORP Technology 795.0 $344K 0.25% NEW $433.33 -30.3%
Page 2 of 3  ·  52 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%