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Portfolio (Quarterly) Guide ↗

Objective Capital Management, LLC

· CIK 0001924152
13F Portfolio $113M AUM 103 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 103 New
Page 3 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLU SELECT SECTOR SPDR TR 17,651.0 $800K 0.71% NEW $45.34 -5.2%
42 PYLD PIMCO ETF TR 29,101.0 $772K 0.69% NEW $26.52 -1.0%
43 GOOG ALPHABET INC 2,184.0 $772K 0.69% NEW $353.34
44 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.67% NEW $748850.00
45 IVW ISHARES TR 5,053.0 $695K 0.62% NEW $137.53 +2.0%
46 MSFT MICROSOFT CORP Technology 1,618.0 $604K 0.54% NEW $373.02 +35.1%
47 CAT CATERPILLAR INC Industrials 540.0 $575K 0.51% NEW $1064.90 -23.8%
48 SDVY FIRST TR EXCHANGE TRADED FD 13,260.0 $572K 0.51% NEW $43.14 +1.2%
49 FTSM FIRST TR EXCHANGE-TRADED FD 9,209.0 $550K 0.49% NEW $59.73 +0.3%
50 PAAA PGIM ETF TR 10,445.0 $536K 0.47% NEW $51.27 +0.4%
51 IYG ISHARES TR 5,867.0 $531K 0.47% NEW $90.46 +7.5%
52 XAR SPDR SERIES TRUST 1,837.0 $521K 0.46% NEW $283.79 -6.8%
53 OGE OGE ENERGY CORP Utilities 10,420.0 $507K 0.45% NEW $48.66 -5.6%
54 ETN EATON CORP PLC Industrials 1,150.0 $490K 0.43% NEW $426.12 -1.6%
55 INTC INTEL CORP Technology 3,478.0 $486K 0.43% NEW $139.63 -35.1%
56 KBE SPDR SERIES TRUST 7,104.0 $485K 0.43% NEW $68.22 -0.7%
57 WGMI VALKYRIE ETF TRUST II 7,580.0 $478K 0.42% NEW $63.07 -25.8%
58 DGRW WISDOMTREE TR 4,921.0 $471K 0.42% NEW $95.62 +3.9%
59 XLE SELECT SECTOR SPDR TR 8,689.0 $461K 0.41% NEW $53.11 +16.4%
60 MRK MERCK & CO INC Healthcare 3,354.0 $431K 0.38% NEW $128.50 +17.4%
Page 3 of 6  ·  103 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
Financial Services 58.0%
Technology 16.6%
Healthcare 5.9%
Consumer Cyclical 5.2%
Communication Services 4.4%
Industrials 3.0%
Energy 2.9%
Consumer Defensive 2.0%
Utilities 2.0%