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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 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COPX GLOBAL X FDS 5,346.0 $412K 0.29% $76.98 +22.7%
62 TPCS TECHPRECISION CORP Industrials 69,413.0 $364K 0.25% $5.24 +8.5%
63 HD HOME DEPOT INC Consumer Cyclical 1,017.0 $359K 0.25% +7.0 +0.7% $352.62 -6.4%
64 ARCC ARES CAPITAL CORP Financial Services 19,000.0 $352K 0.25% $18.53 +7.7%
65 NFLX NETFLIX INC. Communication Services 4,889.0 $349K 0.24% +154.0 +3.2% $71.39 +14.5%
66 UBER UBER TECHNOLOGIES INC Technology 4,539.0 $328K 0.23% -108.0 -2.3% $72.16 +9.2%
67 PSA PUBLIC STORAGE Real Estate 990.0 $315K 0.22% +6.0 +0.6% $318.17 -1.5%
68 IWD ISHARES TR 1,214.0 $294K 0.21% $242.33 +6.6%
69 TSAKOS ENERGY NAVIGATION LTD 8,000.0 $283K 0.20% -7K -46.7% $35.37
70 VCSH VANGUARD SCOTTSDALE FDS 3,506.0 $277K 0.19% NEW $79.03 -0.7%
71 MA MASTERCARD INCORPORATED Financial Services 537.0 $276K 0.19% +77.0 +16.7% $513.54 +15.9%
72 FINV FINVOLUTION GROUP Financial Services 57,493.0 $275K 0.19% NEW $4.79 -29.0%
73 COP CONOCOPHILLIPS Energy 2,628.0 $273K 0.19% $103.97 +25.4%
74 QFIN QFIN HOLDINGS INC Financial Services 17,100.0 $270K 0.19% $15.81 -44.3%
75 DLR DIGITAL RLTY TR INC Real Estate 1,466.0 $263K 0.18% $179.63 +3.3%
76 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 16,192.0 $262K 0.18% +169.0 +1.1% $16.17 -1.8%
77 VYM VANGUARD WHITEHALL FDS 1,650.0 $261K 0.18% NEW $158.04 +3.9%
78 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 761.0 $251K 0.18% $330.46 -2.6%
79 TSLA TESLA INC Consumer Cyclical 581.0 $244K 0.17% NEW $420.60 -17.1%
80 RTX RTX CORPORATION Industrials 1,275.0 $242K 0.17% $189.70 +11.6%
Page 4 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%