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Portfolio (Quarterly) Guide ↗

Range Financial Group LLC

· CIK 0001928635
13F Portfolio $323.8B AUM 195 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 95 Added 58 Reduced 26 Exited
Page 5 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 46,560.0 $1.2M 0.41% +2K +4.5% $26.13 -2.2%
82 KLAC KLA CORP Technology 818.0 $1.2M 0.40% -13.0 -1.6% $1472.41 +31.3%
83 LMT LOCKHEED MARTIN CORP Industrials 1,955.0 $1.2M 0.40% -54.0 -2.7% $604.39 -11.4%
84 WPP WPP PLC NEW Communication Services 73,775.0 $1.1M 0.39% NEW $15.55 +21.0%
85 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 12,209.0 $1.1M 0.39% +278.0 +2.3% $93.87 +139.8%
86 SPEM SPDR INDEX SHS FDS 24,330.0 $1.1M 0.38% +486.0 +2.0% $46.91 +11.8%
87 SENEA SENECA FOODS CORP NEW Consumer Defensive 7,546.0 $1.1M 0.38% NEW $151.12 -4.3%
88 ITW ILLINOIS TOOL WKS INC Industrials 4,301.0 $1.1M 0.38% +169.0 +4.1% $260.29 -4.5%
89 RITM RITHM CAPITAL CORP Real Estate 114,397.0 $1.1M 0.36% +21K +22.4% $9.48 -2.4%
90 RIGL RIGEL PHARMACEUTICALS INC Healthcare 39,501.0 $1.1M 0.36% -6K -14.0% $27.04 +11.0%
91 AMERICAN COASTAL INS CORP 93,380.0 $1.1M 0.35% NEW $11.25
92 BHC BAUSCH HEALTH COS INC Healthcare 193,925.0 $1.0M 0.35% +18K +10.2% $5.40 +0.6%
93 CAT CATERPILLAR INC Industrials 1,451.0 $1.0M 0.34% -15.0 -1.0% $708.46 +25.9%
94 BMY BRISTOL-MYERS SQUIBB CO Healthcare 15,675.0 $951K 0.32% -299.0 -1.9% $60.65 -6.2%
95 GSK GSK PLC Healthcare 16,759.0 $925K 0.31% -281.0 -1.6% $55.19 -6.8%
96 GLD SPDR GOLD TR Financial Services 2,111.0 $908K 0.30% -121.0 -5.4% $430.29 -4.0%
97 USRT ISHARES TR 15,201.0 $900K 0.30% -78.0 -0.5% $59.19 +10.6%
98 CL COLGATE PALMOLIVE CO Consumer Defensive 10,343.0 $881K 0.30% +80.0 +0.8% $85.23 +7.7%
99 SYSB ISHARES TR 9,539.0 $849K 0.28% +1K +16.8% $89.00 -0.2%
100 TXN TEXAS INSTRS INC Technology 4,286.0 $832K 0.28% +85.0 +2.0% $194.14 +63.8%
Page 5 of 10  ·  190 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 27.6%
Consumer Cyclical 16.5%
Healthcare 13.9%
Consumer Defensive 10.3%
Financial Services 7.9%
Communication Services 6.6%
Energy 5.9%
Industrials 5.7%
Basic Materials 4.8%
Real Estate 0.7%