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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 4 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PG PROCTER & GAMBLE CO Consumer Defensive 2,843.0 $417K 0.37% NEW $146.66 -2.4%
62 MUB ISHARES TR 3,650.0 $393K 0.35% NEW $107.62 -2.1%
63 DYNF BLACKROCK ETF TRUST 5,710.0 $388K 0.34% NEW $68.01 +2.5%
64 IYW ISHARES TR 1,528.0 $385K 0.34% NEW $252.19 +0.6%
65 MS MORGAN STANLEY Financial Services 1,840.0 $385K 0.34% NEW $209.04 +2.8%
66 INMU BLACKROCK ETF TRUST II 15,300.0 $371K 0.33% NEW $24.25 -2.2%
67 LNG CHENIERE ENERGY INC Energy 1,550.0 $370K 0.33% NEW $239.01 +17.5%
68 MINT PIMCO ETF TR 3,450.0 $348K 0.31% NEW $100.81 -0.0%
69 TOTL SSGA ACTIVE ETF TR 8,800.0 $347K 0.31% NEW $39.47 -1.5%
70 HBAN HUNTINGTON BANCSHARES INC Financial Services 19,327.0 $343K 0.30% NEW $17.73 -4.9%
71 KMI KINDER MORGAN INC DEL Energy 10,267.0 $328K 0.29% NEW $31.97 -1.3%
72 VCIT VANGUARD SCOTTSDALE FDS 3,909.0 $323K 0.29% NEW $82.65 -1.5%
73 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 659.0 $315K 0.28% NEW $477.57 -10.5%
74 SHYG ISHARES TR 7,237.0 $307K 0.27% NEW $42.41 -0.2%
75 VGT VANGUARD WORLD FD 2,560.0 $306K 0.27% NEW $119.52 +2.0%
76 SMH VANECK ETF TRUST 446.0 $293K 0.26% NEW $656.28 -12.7%
77 ABBV ABBVIE INC Healthcare 1,162.0 $292K 0.26% NEW $251.64 +2.5%
78 JNJ JOHNSON & JOHNSON Healthcare 1,120.0 $284K 0.25% NEW $253.99 +4.6%
79 IEMG ISHARES INC 3,378.0 $280K 0.25% NEW $82.84 -0.5%
80 IBB ISHARES TR 1,467.0 $279K 0.25% NEW $190.19 +12.9%
Page 4 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%