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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 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWB ISHARES TR 691.0 $283K 0.11% $409.50 +2.9%
102 KO COCA COLA CO Consumer Defensive 3,453.0 $281K 0.11% $81.27 +8.4%
103 HMC HONDA MOTOR CO LTD Consumer Cyclical 10,037.0 $272K 0.11% $27.11 +20.5%
104 MBWM MERCANTILE BK CORP Financial Services 4,701.0 $270K 0.10% -175.0 -3.6% $57.42 +8.2%
105 MCD MCDONALDS CORP Consumer Cyclical 998.0 $270K 0.10% $270.31 -5.4%
106 CEG CONSTELLATION ENERGY CORP Utilities 1,076.0 $267K 0.10% NEW $248.30 +20.4%
107 VYM VANGUARD WHITEHALL FDS 1,686.0 $266K 0.10% $158.03 +3.9%
108 VRT VERTIV HOLDINGS CO Industrials 783.0 $262K 0.10% NEW $334.86 -16.2%
109 NEE NEXTERA ENERGY INC Utilities 2,981.0 $262K 0.10% +781.0 +35.5% $87.76 -4.9%
110 GE GE AEROSPACE Industrials 699.0 $261K 0.10% -80.0 -10.3% $373.48 -9.7%
111 ALB ALBEMARLE CORP Basic Materials 1,901.0 $257K 0.10% -170.0 -8.2% $135.03 -6.5%
112 FTA FIRST TR EXCHANGE-TRADED ALP 2,645.0 $256K 0.10% $96.80 +6.5%
113 AVGO BROADCOM INC Technology 672.0 $254K 0.10% NEW $377.59 -5.2%
114 IWO ISHARES TR 614.0 $242K 0.09% NEW $393.96 -4.2%
115 NSC NORFOLK SOUTHN CORP Industrials 752.0 $237K 0.09% $314.59 +4.7%
116 DTE DTE ENERGY CO Utilities 1,524.0 $232K 0.09% $152.42 -10.7%
117 ETN EATON CORP PLC Industrials 545.0 $232K 0.09% NEW $425.75 -3.5%
118 UFOX ETF SER SOLUTIONS 2,400.0 $228K 0.09% NEW $95.04 -14.4%
119 CRM SALESFORCE INC Technology 1,446.0 $227K 0.09% -722.0 -33.3% $156.66 +65.5%
120 WHR WHIRLPOOL CORP Consumer Cyclical 5,579.0 $220K 0.09% +119.0 +2.2% $39.42 -0.3%
Page 6 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%