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Portfolio (Quarterly) Guide ↗

626 Financial, LLC

· CIK 0001911035
13F Portfolio $257M AUM 127 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 26 Added 40 Reduced 6 Exited
Page 3 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 4,426.0 $1.1M 0.44% -843.0 -16.0% $253.97 +8.4%
42 UBER UBER TECHNOLOGIES INC Technology 14,838.0 $1.1M 0.42% -89.0 -0.6% $72.16 +5.0%
43 CALL NVIDIA CORPORATION 100.0 $1.1M 0.41% $10600.00
44 C CITIGROUP INC Financial Services 7,334.0 $1.0M 0.40% -44.0 -0.6% $139.96 -1.6%
45 CVX CHEVRON CORPORATION Energy 5,837.0 $968K 0.38% -178.0 -3.0% $165.76 +25.8%
46 PFE PFIZER INC Healthcare 39,925.0 $961K 0.37% +4K +9.9% $24.08 +18.1%
47 VO VANGUARD INDEX FDS 11,792.0 $950K 0.37% NEW $80.57 +2.1%
48 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,253.0 $936K 0.36% $746.73 +3.1%
49 TSLA TESLA INC Consumer Cyclical 2,214.0 $931K 0.36% -16.0 -0.7% $420.60 -15.8%
50 DAL DELTA AIR LINES INC Industrials 9,548.0 $894K 0.35% -751.0 -7.3% $93.66 -14.4%
51 SPYG SPDR SERIES TRUST 7,424.0 $883K 0.34% $118.99 +2.3%
52 DLN WISDOMTREE TR 9,005.0 $867K 0.34% $96.32 +4.7%
53 INTC INTEL CORP Technology 6,176.0 $862K 0.34% -534.0 -8.0% $139.63 -31.4%
54 GIS GENERAL MILLS INC Consumer Defensive 23,725.0 $826K 0.32% +2K +10.5% $34.80 +10.0%
55 BMY BRISTOL-MYERS SQUIBB CO Healthcare 12,372.0 $713K 0.28% -2K -13.2% $57.62 +16.0%
56 VTWO VANGUARD SCOTTSDALE FDS 5,653.0 $686K 0.27% +4K +172.6% $121.43 -1.5%
57 PH PARKER-HANNIFIN CORP Industrials 670.0 $655K 0.26% -32.0 -4.6% $978.12 -1.6%
58 DOW DOW HLDGS INC Basic Materials 23,702.0 $648K 0.25% -883.0 -3.6% $27.36 +7.6%
59 VXUS VANGUARD STAR FDS 7,522.0 $643K 0.25% +2K +45.7% $85.48 +3.4%
60 META META PLATFORMS INC Communication Services 1,122.0 $632K 0.25% +260.0 +30.2% $563.52 +9.4%
Page 3 of 7  ·  127 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 33.4%
Healthcare 23.9%
Consumer Cyclical 9.7%
Communication Services 8.8%
Financial Services 8.0%
Industrials 7.3%
Consumer Defensive 5.7%
Energy 1.8%
Basic Materials 0.8%
Utilities 0.7%