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Portfolio (Quarterly) Guide ↗

Mason & Associates Inc

· CIK 0001917686
13F Portfolio $619M AUM 161 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 161 New
Page 5 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MU MICRON TECHNOLOGY INC Technology 746.0 $862K 0.14% NEW $1154.86 -18.5%
82 VOO VANGUARD INDEX FDS 1,248.0 $857K 0.14% NEW $687.02 +2.7%
83 AMGN AMGEN INC Healthcare 2,352.0 $852K 0.14% NEW $362.19 +17.4%
84 IWV ISHARES TR 1,983.0 $845K 0.14% NEW $426.36 +2.5%
85 ABBV ABBVIE INC Healthcare 3,310.0 $833K 0.14% NEW $251.61 +2.9%
86 GRID FIRST TR EXCHANGE-TRADED FD 4,318.0 $828K 0.13% NEW $191.75 -4.2%
87 CL COLGATE PALMOLIVE CO Consumer Defensive 8,541.0 $783K 0.13% NEW $91.68 -0.2%
88 BITB BITWISE BITCOIN ETF TR Financial Services 24,489.0 $780K 0.13% NEW $31.86 +10.1%
89 RAFE PIMCO EQUITY SER 16,106.0 $771K 0.12% NEW $47.86 +3.9%
90 SUSB ISHARES TR 30,535.0 $763K 0.12% NEW $24.99 -0.5%
91 HYXF ISHARES TR 16,325.0 $763K 0.12% NEW $46.72 -0.6%
92 FEIG FLEXSHARES TR 18,499.0 $757K 0.12% NEW $40.90 -2.5%
93 EUSB ISHARES TR 17,402.0 $756K 0.12% NEW $43.45 -1.5%
94 VIG VANGUARD SPECIALIZED FUNDS 3,132.0 $741K 0.12% NEW $236.65 +3.3%
95 EMNT PIMCO ETF TR 7,479.0 $740K 0.12% NEW $98.94 -0.0%
96 EW EDWARDS LIFESCIENCES CORP Healthcare 7,880.0 $713K 0.12% NEW $90.46 +0.6%
97 XLE SELECT SECTOR SPDR TR 13,086.0 $695K 0.11% NEW $53.11 +19.9%
98 V VISA INC Financial Services 2,022.0 $694K 0.11% NEW $343.16 +6.1%
99 NOC NORTHROP GRUMMAN CORP Industrials 1,360.0 $693K 0.11% NEW $509.34 +15.7%
100 DFSB DIMENSIONAL ETF TRUST 13,119.0 $684K 0.11% NEW $52.11 -2.8%
Page 5 of 9  ·  161 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 47.0%
Financial Services 20.1%
Communication Services 9.9%
Consumer Cyclical 9.3%
Healthcare 5.1%
Industrials 3.4%
Energy 1.5%
Consumer Defensive 1.5%
Real Estate 1.0%
Basic Materials 0.7%