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Portfolio (Quarterly) Guide ↗

Presidio Capital Management, LLC

· CIK 0001931750
13F Portfolio $344M AUM 79 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 40 Added 18 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SHV ISHARES TR 143,842.0 $15.9M 4.61% -7K -4.6% $110.39 -0.0%
2 NVDA NVIDIA CORPORATION Technology 14,942.0 $2.6M 0.76% -195.0 -1.3% $174.40 +22.8%
3 FTSL FIRST TR EXCHANGE-TRADED FD 38,649.0 $1.7M 0.50% -551.0 -1.4% $44.80 +0.4%
4 AMZN AMAZON COM INC Consumer Cyclical 8,034.0 $1.7M 0.49% -457.0 -5.4% $208.27 +31.6%
5 TSLA TESLA INC Consumer Cyclical 3,846.0 $1.4M 0.41% -262.0 -6.4% $371.75 +19.3%
6 JMST J P MORGAN EXCHANGE TRADED F 14,329.0 $730K 0.21% -2K -12.5% $50.98 -0.1%
7 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 730.0 $727K 0.21% -39.0 -5.1% $996.14 +0.4%
8 UNH UNITEDHEALTH GROUP INC Healthcare 1,821.0 $493K 0.14% -338.0 -15.7% $270.59 +41.2%
9 SDVY FIRST TR EXCHANGE TRADED FD 9,892.0 $390K 0.11% -1K -9.6% $39.43 +5.3%
10 SPY STATE STR SPDR S&P 500 ETF T Financial Services 577.0 $375K 0.11% -14.0 -2.4% $650.00 +16.1%
11 SPYM SPDR SERIES TRUST 3,243.0 $248K 0.07% -495.0 -13.2% $76.53 +16.1%
12 NOW SERVICENOW INC Technology 2,349.0 $246K 0.07% -46.0 -1.9% $104.55 +5.3%
13 ABBV ABBVIE INC Healthcare 1,030.0 $224K 0.07% -26.0 -2.5% $217.49 +0.6%
14 IEFA ISHARES TR 2,473.0 $224K 0.07% -258.0 -9.4% $90.53 +8.2%
15 XBI SPDR SERIES TRUST 1,748.0 $223K 0.07% -270.0 -13.4% $127.74 +6.8%
16 TMUS T-MOBILE US INC Communication Services 985.0 $207K 0.06% -888.0 -47.4% $210.03 -10.0%
17 STIM NEURONETICS INC Healthcare 11,127.0 $16K 0.01% -26K -70.3% $1.45 +4.5%
18 NOTV INOTIV INC Healthcare 10,478.0 $3K 0.00% -6K -35.8% $0.27 +6.5%

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 76.3%
Technology 8.3%
Industrials 4.4%
Consumer Cyclical 4.1%
Communication Services 3.1%
Healthcare 1.4%
Consumer Defensive 1.1%
Energy 0.9%
Utilities 0.6%