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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 7 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLI SELECT SECTOR SPDR TR 5,200.0 $963K 0.13% NEW $185.22 -2.7%
122 BERKSHIRE HATHAWAY INC DEL 1,917.0 $959K 0.13% NEW $500.39
123 PPL PPL CORP Utilities 25,602.0 $931K 0.12% NEW $36.35 -5.4%
124 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,110.0 $920K 0.12% NEW $223.95 +25.4%
125 BSMU INVESCO EXCH TRD SLF IDX FD 40,000.0 $877K 0.12% NEW $21.92 -0.7%
126 DOW DOW HLDGS INC Basic Materials 31,981.0 $875K 0.12% NEW $27.36 +18.2%
127 CGDV CAPITAL GROUP DIVIDEND VALUE 17,717.0 $873K 0.12% NEW $49.28 +1.9%
128 AMGN AMGEN INC Healthcare 2,411.0 $873K 0.12% NEW $362.13 +21.3%
129 XLY SELECT SECTOR SPDR TR 7,089.0 $831K 0.11% NEW $117.27 +0.6%
130 XLV SELECT SECTOR SPDR TR 5,210.0 $827K 0.11% NEW $158.67 +10.1%
131 IVV ISHARES TR 1,102.0 $825K 0.11% NEW $748.77 +2.7%
132 TSLA TESLA INC Consumer Cyclical 1,912.0 $804K 0.11% NEW $420.60 -13.7%
133 BSCR INVESCO EXCH TRD SLF IDX FD 40,748.0 $799K 0.10% NEW $19.61 +0.3%
134 RF REGIONS FINANCIAL CORP NEW Financial Services 26,146.0 $790K 0.10% NEW $30.20 +0.7%
135 XLF SELECT SECTOR SPDR TR 14,574.0 $781K 0.10% NEW $53.61 +7.2%
136 IJR ISHARES TR 5,173.0 $767K 0.10% NEW $148.31 -0.7%
137 OKE ONEOK INC NEW Energy 8,641.0 $751K 0.10% NEW $86.94 +7.4%
138 V VISA INC Financial Services 2,181.0 $748K 0.10% NEW $343.09 +8.1%
139 KIM KIMCO REALTY CORP Real Estate 29,495.0 $748K 0.10% NEW $25.35 -5.2%
140 BSMT INVESCO EXCH TRD SLF IDX FD 32,363.0 $745K 0.10% NEW $23.03 -0.2%
Page 7 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 16.7%
Consumer Defensive 16.7%
Energy 14.9%
Industrials 13.7%
Financial Services 13.4%
Healthcare 11.6%
Consumer Cyclical 4.0%
Basic Materials 3.2%
Communication Services 2.5%
Utilities 2.2%