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Portfolio (Quarterly) Guide ↗

Range Financial Group LLC

· CIK 0001928635
13F Portfolio $366M AUM 206 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 102 Added 65 Reduced 12 Exited
Page 5 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CAT CATERPILLAR INC Industrials 1,354.0 $1.4M 0.39% -97.0 -6.7% $1064.90 -24.9%
82 LNC LINCOLN NATL CORP IND Financial Services 40,745.0 $1.4M 0.39% +5K +12.6% $35.35 +22.5%
83 FSLY FASTLY INC Technology 76,933.0 $1.4M 0.39% +20K +34.1% $18.36 +25.5%
84 STAA STAAR SURGICAL CO Healthcare 49,066.0 $1.4M 0.39% NEW $28.69 -22.9%
85 ABBV ABBVIE INC Healthcare 5,435.0 $1.4M 0.37% -183.0 -3.3% $251.62 +1.5%
86 GJUN FIRST TR EXCHNG TRADED FD VI 33,091.0 $1.4M 0.37% NEW $41.19 +1.8%
87 MOV MOVADO GROUP INC Consumer Cyclical 34,152.0 $1.3M 0.37% NEW $39.31 -12.3%
88 AMAT APPLIED MATLS INC Technology 1,831.0 $1.3M 0.36% -110.0 -5.7% $723.00 -36.1%
89 TXN TEXAS INSTRS INC Technology 4,402.0 $1.3M 0.36% +116.0 +2.7% $298.07 -13.2%
90 SCCO SOUTHERN COPPER CORP Basic Materials 7,348.0 $1.3M 0.35% -178.0 -2.4% $174.26 +20.4%
91 ITW ILLINOIS TOOL WKS INC Industrials 4,730.0 $1.3M 0.35% +429.0 +10.0% $270.47 +3.6%
92 NTAP NETAPP INC Technology 8,153.0 $1.3M 0.34% +215.0 +2.7% $154.76 +20.8%
93 SPEM SPDR INDEX SHS FDS 24,051.0 $1.2M 0.34% -279.0 -1.1% $51.78 +1.9%
94 MMM 3M CO Industrials 7,632.0 $1.2M 0.34% +3K +58.0% $161.90 +7.7%
95 KSS KOHLS CORP Consumer Cyclical 68,613.0 $1.2M 0.33% +50K +265.0% $17.72 -1.2%
96 VRT VERTIV HOLDINGS CO Industrials 3,608.0 $1.2M 0.33% +987.0 +37.7% $334.82 -23.2%
97 LXU LSB INDS INC Basic Materials 109,441.0 $1.2M 0.32% NEW $10.81 -3.9%
98 SYSB ISHARES TR 12,278.0 $1.1M 0.30% +3K +28.7% $88.72 -1.6%
99 CL COLGATE PALMOLIVE CO Consumer Defensive 11,382.0 $1.0M 0.28% +1K +10.1% $91.68 -1.0%
100 LMT LOCKHEED MARTIN CORP Industrials 1,973.0 $1.0M 0.28% +18.0 +0.9% $509.46 +10.7%
Page 5 of 11  ·  206 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 37.8%
Consumer Cyclical 14.5%
Healthcare 11.0%
Consumer Defensive 9.0%
Financial Services 8.1%
Industrials 6.2%
Energy 5.6%
Communication Services 3.4%
Basic Materials 3.4%
Real Estate 0.7%