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Portfolio (Quarterly) Guide ↗

Bulltick Wealth Management, LLC

· CIK 0001912448
13F Portfolio $490M AUM 134 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 44 Added 40 Reduced 25 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLC SELECT SECTOR SPDR TR 27,019.0 $2.9M 0.59% +21K +348.9% $107.13 +4.8%
22 OWL BLUE OWL CAPITAL INC Financial Services 293,000.0 $2.6M 0.52% +54K +22.9% $8.75 +33.5%
23 LQD ISHARES TR 21,385.0 $2.3M 0.48% +625.0 +3.0% $109.07 -2.7%
24 GEV GE VERNOVA INC Utilities 1,033.0 $1.2M 0.25% +531.0 +105.8% $1174.95 -19.8%
25 GRUPO AEROMEXICO SAB DE CV 65,965.0 $1.2M 0.24% +15K +30.6% $18.00
26 ICSH ISHARES TR 21,838.0 $1.1M 0.23% +7K +42.6% $50.58 -0.1%
27 LLY ELI LILLY & CO Healthcare 660.0 $792K 0.16% +296.0 +81.3% $1199.43 +4.0%
28 DEO DIAGEO PLC Consumer Defensive 7,898.0 $635K 0.13% +489.0 +6.6% $80.38 +19.5%
29 ACM AECOM Industrials 8,990.0 $628K 0.13% +4K +80.2% $69.80 -6.9%
30 KO COCA COLA CO Consumer Defensive 7,457.0 $610K 0.12% +3K +70.7% $81.81 +12.4%
31 BSX BOSTON SCIENTIFIC CORP Healthcare 11,958.0 $510K 0.10% +4K +41.4% $42.68 +14.8%
32 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 14,950.0 $508K 0.10% +7K +95.7% $34.00 +11.8%
33 ACWI ISHARES TR 2,482.0 $390K 0.08% +264.0 +11.9% $156.97 +2.1%
34 XLF SELECT SECTOR SPDR TR 6,651.0 $357K 0.07% +311.0 +4.9% $53.61 +8.6%
35 SNY SANOFI SA Healthcare 7,509.0 $320K 0.07% +691.0 +10.1% $42.66 +7.1%
36 SDVY FIRST TR EXCHANGE TRADED FD 7,344.0 $317K 0.07% +592.0 +8.8% $43.14 +1.7%
37 CIBR FIRST TR EXCHANGE-TRADED FD 3,312.0 $298K 0.06% +76.0 +2.4% $89.86 +3.8%
38 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 17,190.0 $281K 0.06% +852.0 +5.2% $16.32 +11.7%
39 XLV SELECT SECTOR SPDR TR 1,598.0 $254K 0.05% +56.0 +3.6% $158.65 +10.1%
40 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,520.0 $244K 0.05% +723.0 +40.2% $96.81 +22.4%
Page 2 of 3  ·  44 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 43.0%
Financial Services 26.1%
Consumer Cyclical 9.1%
Communication Services 9.0%
Industrials 6.7%
Healthcare 3.7%
Consumer Defensive 1.1%
Utilities 0.7%
Energy 0.3%
Real Estate 0.1%