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Portfolio (Quarterly) Guide ↗

COMMONS CAPITAL, LLC

· CIK 0001912835
13F Portfolio $143M AUM 96 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 33 Added 11 Reduced 5 Exited
Page 3 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TRMD TORM PLC Energy 27,000.0 $704K 0.49% -40K -59.7% $26.06 +25.2%
42 WMT WALMART INC Consumer Defensive 5,896.0 $668K 0.47% +223.0 +3.9% $113.26 -9.0%
43 EVT EATON VANCE TAX ADVT DIV INC Financial Services 24,031.0 $665K 0.47% +1K +6.5% $27.68 +4.6%
44 ADBE ADOBE INC Technology 3,158.0 $647K 0.45% NEW $204.99 +42.2%
45 EATON VANCE TAX-MANAGED BUY- 40,582.0 $604K 0.42% +2K +5.9% $14.88
46 LNG CHENIERE ENERGY INC Energy 2,455.0 $587K 0.41% $239.00 +18.1%
47 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 59,008.0 $579K 0.41% +5K +10.2% $9.81 +2.3%
48 EOI EATON VANCE ENHANCED EQUITY Financial Services 27,766.0 $546K 0.38% +3K +13.3% $19.66 +2.8%
49 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 29,091.0 $542K 0.38% -457.0 -1.6% $18.64 +3.3%
50 DAC DANAOS CORPORATION Industrials 4,336.0 $531K 0.37% $122.37 +23.1%
51 PEP PEPSICO INC Consumer Defensive 3,539.0 $479K 0.34% +28.0 +0.8% $135.41 +4.2%
52 PM PHILIP MORRIS INTL INC Consumer Defensive 2,644.0 $478K 0.34% $180.91 +6.1%
53 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,442.0 $474K 0.33% +102.0 +1.9% $87.04 +10.1%
54 JNJ JOHNSON & JOHNSON Healthcare 1,832.0 $465K 0.33% $254.03 +5.5%
55 IWF ISHARES TR 3,679.0 $457K 0.32% +3K +299.9% $124.19 -1.2%
56 BERKSHIRE HATHAWAY INC DEL 900.0 $450K 0.32% NEW $500.32
57 SPY STATE STR SPDR S&P 500 ETF T Financial Services 602.0 $449K 0.31% -57.0 -8.7% $746.44 +3.1%
58 WELL WELLTOWER INC Real Estate 1,957.0 $444K 0.31% $226.94 +4.9%
59 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,414.0 $427K 0.30% $57.62 +15.6%
60 EOS EATON VANCE ENHANCED EQUITY Financial Services 19,370.0 $427K 0.30% +1K +6.7% $22.04 -1.7%
Page 3 of 5  ·  96 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 45.7%
Communication Services 11.2%
Financial Services 10.4%
Consumer Cyclical 8.9%
Industrials 6.2%
Healthcare 5.1%
Consumer Defensive 4.8%
Energy 3.7%
Basic Materials 2.4%
Real Estate 1.5%