BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

626 Financial, LLC

· CIK 0001911035
13F Portfolio $224M AUM 121 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 24 Added 53 Reduced 8 Exited
Page 2 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QCOM QUALCOMM INC Technology 14,562.0 $1.9M 0.84% -545.0 -3.6% $128.78 +81.9%
22 LLY ELI LILLY & CO Healthcare 2,000.0 $1.8M 0.82% -70.0 -3.4% $919.78 +21.1%
23 PULS PGIM ETF TR 35,551.0 $1.8M 0.79% -3K -6.7% $49.50 +0.4%
24 IWM ISHARES TR 6,459.0 $1.6M 0.71% -73.0 -1.1% $247.98 +16.4%
25 WMT WALMART INC Consumer Defensive 12,697.0 $1.6M 0.70% -294.0 -2.3% $124.28 -4.3%
26 IWN ISHARES TR 8,109.0 $1.5M 0.69% $189.59 +12.6%
27 XLK SELECT SECTOR SPDR TR 11,415.0 $1.5M 0.68% -2K -14.8% $132.90 +38.6%
28 FAD FIRST TR EXCHANGE-TRADED ALP 9,464.0 $1.5M 0.67% +396.0 +4.4% $158.92 +17.6%
29 AFL AFLAC INC Financial Services 13,430.0 $1.5M 0.66% -1K -7.8% $109.71 +4.7%
30 IJH ISHARES TR 21,593.0 $1.5M 0.65% +2K +7.7% $67.53 +9.4%
31 GLD SPDR GOLD TR Financial Services 3,352.0 $1.4M 0.64% -150.0 -4.3% $430.29 -5.7%
32 JNJ JOHNSON & JOHNSON Healthcare 5,269.0 $1.3M 0.57% -472.0 -8.2% $244.43 -5.4%
33 CAT CATERPILLAR INC Industrials 1,807.0 $1.3M 0.57% -207.0 -10.3% $708.52 +25.5%
34 CVX CHEVRON CORPORATION Energy 6,015.0 $1.2M 0.56% +150.0 +2.6% $206.89 -10.6%
35 BERKSHIRE HATHAWAY INC DEL 2,447.0 $1.2M 0.52% +121.0 +5.2% $479.20
36 PG PROCTER & GAMBLE CO Consumer Defensive 8,054.0 $1.2M 0.52% -185.0 -2.2% $144.43 +1.2%
37 UPS UNITED PARCEL SVCS INC Industrials 11,310.0 $1.1M 0.50% +1K +11.1% $98.38 +6.3%
38 EMR EMERSON ELEC CO Industrials 8,372.0 $1.1M 0.49% -317.0 -3.6% $131.02 +6.4%
39 UBER UBER TECHNOLOGIES INC Technology 14,927.0 $1.1M 0.48% $71.93 -2.7%
40 VTV VANGUARD INDEX FDS 5,287.0 $1.0M 0.46% $196.20 +7.9%
Page 2 of 7  ·  121 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 28.1%
Healthcare 27.1%
Communication Services 11.4%
Consumer Cyclical 9.6%
Financial Services 7.5%
Industrials 6.2%
Consumer Defensive 6.0%
Energy 2.3%
Basic Materials 1.3%
Utilities 0.4%