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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 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FXL FIRST TR EXCHANGE-TRADED FD 996.0 $216K 0.08% NEW $217.22 -0.9%
122 TSN TYSON FOODS INC Consumer Defensive 3,753.0 $215K 0.08% -128.0 -3.3% $57.25 -10.2%
123 ABT ABBOTT LABORATORIES Healthcare 2,333.0 $212K 0.08% $90.74 +19.4%
124 MDLZ MONDELEZ INTL INC Consumer Defensive 3,496.0 $202K 0.08% -316.0 -8.3% $57.84 +5.9%
125 PUTNAM ETF TRUST 14,663.0 $174K 0.07% $11.88
126 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 11,460.0 $128K 0.05% $11.15 -9.4%
127 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 34,200.0 $66K 0.03% +4K +13.2% $1.92 -23.4%
Page 7 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%