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Portfolio (Quarterly) Guide ↗

Scissortail Wealth Management, LLC

· CIK 0001906793
13F Portfolio $520M AUM 106 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 106 New
Page 2 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORPORATION Technology 20,797.0 $7.8M 1.49% NEW $373.01 +30.9%
22 ADI ANALOG DEVICES INCORPORATED Technology 19,232.0 $7.6M 1.47% NEW $397.17 -8.6%
23 JNJ JOHNSON JOHNSON Healthcare 29,667.0 $7.5M 1.45% NEW $253.97 +7.0%
24 AVGO BROADCOM INCORPORATED Technology 19,909.0 $7.5M 1.45% NEW $377.76 -4.3%
25 JPM JPMORGAN CHASE COMPANY Financial Services 21,868.0 $7.2M 1.38% NEW $327.33 +9.1%
26 CB CHUBB LIMITED (SWITZERLAND) Financial Services 20,364.0 $6.9M 1.33% NEW $340.73 +1.7%
27 AMZN AMAZON COM INCORPORATED Consumer Cyclical 28,875.0 $6.9M 1.32% NEW $238.34 +9.7%
28 ETN EATON CORPORATION PLC SHS (IRELAND) Industrials 16,085.0 $6.9M 1.32% NEW $426.12 -4.1%
29 UNP UNION PAC CORPORATION Industrials 23,294.0 $6.3M 1.22% NEW $272.00 +13.5%
30 HD HOME DEPOT INCORPORATED Consumer Cyclical 16,696.0 $5.9M 1.13% NEW $352.68 -4.4%
31 MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW Technology 13,729.0 $5.7M 1.10% NEW $415.30 +16.2%
32 UNH UNITEDHEALTH GROUP INCORPORATED Healthcare 13,096.0 $5.4M 1.05% NEW $415.62 -5.1%
33 APD AIR PRODUCTS AND CHEMICALS INCORPORATED Basic Materials 18,380.0 $5.4M 1.04% NEW $293.18 +3.5%
34 VZ VERIZON COMMUNICATIONS INCORPORATED Communication Services 124,297.0 $5.3M 1.01% NEW $42.34 +18.1%
35 PSX PHILLIPS 66 Energy 30,510.0 $5.2M 0.99% NEW $169.05 +42.3%
36 ABBV ABBVIE INCORPORATED Healthcare 20,362.0 $5.1M 0.99% NEW $251.65 +4.7%
37 CME CME GROUP INCORPORATED Financial Services 22,412.0 $4.9M 0.95% NEW $220.83 +25.7%
38 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 64,197.0 $4.3M 0.83% NEW $67.24 -1.9%
39 IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF 182,741.0 $4.1M 0.80% NEW $22.65 -0.5%
40 BND VANGUARD TOTAL BOND MARKET ETF 54,899.0 $4.0M 0.78% NEW $73.41 -1.4%
Page 2 of 6  ·  106 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 24.3%
Financial Services 18.8%
Healthcare 12.7%
Industrials 11.5%
Energy 11.1%
Consumer Cyclical 9.0%
Consumer Defensive 4.4%
Communication Services 3.8%
Basic Materials 2.8%
Real Estate 1.5%