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Portfolio (Quarterly) Guide ↗

FOURPATH CAPITAL MANAGEMENT, LLC

· CIK 0001894484
13F Portfolio $760M AUM 229 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 229 New
Page 10 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VIG VANGUARD SPECIALIZED FUNDS 1,530.0 $362K 0.05% NEW $236.69 +2.3%
182 ABNB AIRBNB INC Consumer Cyclical 2,528.0 $362K 0.05% NEW $143.10 +29.3%
183 PCT PURECYCLE TECHNOLOGIES INC Industrials 43,121.0 $350K 0.05% NEW $8.11 -16.8%
184 INTC INTEL CORP Technology 2,431.0 $339K 0.04% NEW $139.63 -34.0%
185 ETN EATON CORP PLC Industrials 765.0 $326K 0.04% NEW $426.12 -2.5%
186 PUT ETF SER SOLUTIONS 95.0 $316K 0.04% NEW $3322.00
187 SPEM SPDR INDEX SHS FDS 6,068.0 $314K 0.04% NEW $51.78 +0.5%
188 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,383.0 $310K 0.04% NEW $57.62 +13.6%
189 FCX FREEPORT MCMORAN INC Basic Materials 4,895.0 $308K 0.04% NEW $62.89 +13.3%
190 BSCQ INVESCO EXCH TRD SLF IDX FD 15,556.0 $304K 0.04% NEW $19.52 +0.2%
191 ADI ANALOG DEVICES INC Technology 754.0 $299K 0.04% NEW $397.01 -6.7%
192 CLOX SERIES PORTFOLIOS TR 11,685.0 $299K 0.04% NEW $25.61 -0.4%
193 SPYM SPDR SERIES TRUST 3,364.0 $296K 0.04% NEW $87.88 +2.2%
194 TXN TEXAS INSTRS INC Technology 954.0 $284K 0.04% NEW $298.07 -10.9%
195 BE BLOOM ENERGY CORP Industrials 932.0 $282K 0.04% NEW $302.70 -33.1%
196 SNOW SNOWFLAKE INC Technology 1,104.0 $281K 0.04% NEW $254.50 +26.2%
197 AMD ADVANCED MICRO DEVICES INC Technology 483.0 $281K 0.04% NEW $580.91 -19.2%
198 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 839.0 $277K 0.04% NEW $330.46 -0.3%
199 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,867.0 $276K 0.04% NEW $96.12 -50.6%
200 VOD VODAFONE GROUP PLC Communication Services 20,530.0 $272K 0.04% NEW $13.23 +21.1%
Page 10 of 12  ·  229 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 16.4%
Consumer Defensive 16.4%
Energy 14.7%
Industrials 13.5%
Financial Services 13.1%
Healthcare 11.4%
Communication Services 4.4%
Consumer Cyclical 3.9%
Basic Materials 3.1%
Utilities 2.2%