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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 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLI SELECT SECTOR SPDR TR 51,428.0 $9.5M 1.94% NEW $185.23 -3.4%
2 PLTR PALANTIR TECHNOLOGIES INC Technology 41,450.0 $4.8M 0.99% NEW $116.67 +50.8%
3 NU NU HLDGS LTD Financial Services 340,745.0 $4.6M 0.93% NEW $13.36 +10.5%
4 NET CLOUDFLARE INC Technology 14,891.0 $3.7M 0.74% NEW $245.28 +14.3%
5 SMH VANECK ETF TRUST 7,200.0 $1.7M 0.35% NEW $236.34 +131.4%
6 KWEB KRANESHARES TRUST 56,975.0 $1.4M 0.28% NEW $24.47 +7.3%
7 CEMB ISHARES INC 22,319.0 $1.0M 0.21% NEW $45.65 -0.8%
8 EMLC VANECK ETF TRUST 39,713.0 $1.0M 0.21% NEW $25.56 +1.0%
9 ASML ASML HLDG NV Technology 415.0 $826K 0.17% NEW $1989.44 -12.5%
10 RTX RTX CORPORATION Industrials 3,035.0 $576K 0.12% NEW $189.73 +10.3%
11 CVX CHEVRON CORPORATION Energy 3,287.0 $545K 0.11% NEW $165.76 +22.5%
12 EMR EMERSON ELEC CO Industrials 3,650.0 $522K 0.11% NEW $143.15 +10.1%
13 BLK BLACKROCK INC Financial Services 518.0 $498K 0.10% NEW $961.56 +21.9%
14 BA BOEING CO Industrials 2,285.0 $495K 0.10% NEW $216.47 -2.8%
15 NOC NORTHROP GRUMMAN CORP Industrials 903.0 $460K 0.09% NEW $509.31 +7.8%
16 USAR USA RARE EARTH INC Basic Materials 16,573.0 $358K 0.07% NEW $21.58 -15.2%
17 AMT AMERICAN TOWER CORP Real Estate 1,724.0 $285K 0.06% NEW $165.36 +7.9%
18 HONEYWELL INTL INC 1,115.0 $250K 0.05% NEW $223.90
19 HONEYWELL AEROSPACE INC 1,115.0 $247K 0.05% NEW $221.08
20 TSLA TESLA INC Consumer Cyclical 581.0 $244K 0.05% NEW $420.60 -17.0%
Page 1 of 2  ·  22 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%