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Portfolio (Quarterly) Guide ↗

Presidio Capital Management, LLC

· CIK 0001931750
13F Portfolio $400M AUM 86 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 33 Added 23 Reduced 10 Exited
Page 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGG ISHARES TR 15,871.0 $1.6M 0.39% +3K +27.8% $98.98 -1.2%
22 TSLA TESLA INC Consumer Cyclical 3,679.0 $1.5M 0.39% -167.0 -4.3% $420.60 -15.6%
23 GOOG ALPHABET INC 4,121.0 $1.5M 0.36% -106.0 -2.5% $353.29
24 VRT VERTIV HOLDINGS CO Industrials 4,303.0 $1.4M 0.36% -860.0 -16.7% $334.84 -19.6%
25 LPLA LPL FINL HLDGS INC Financial Services 4,478.0 $1.3M 0.32% $281.66 +28.2%
26 IWM ISHARES TR 3,978.0 $1.2M 0.30% $300.42 -0.2%
27 MBB ISHARES TR 12,238.0 $1.2M 0.29% +3K +32.3% $94.52 -1.1%
28 IYW ISHARES TR 4,343.0 $1.1M 0.27% -242.0 -5.3% $252.24 +0.6%
29 MSFT MICROSOFT CORP Technology 2,841.0 $1.1M 0.27% +45.0 +1.6% $373.02 +35.4%
30 IWF ISHARES TR 8,283.0 $1.0M 0.26% +6K +230.9% $124.16 -0.2%
31 GOOGL ALPHABET INC Communication Services 2,602.0 $930K 0.23% -173.0 -6.2% $357.39 -4.7%
32 PH PARKER-HANNIFIN CORP Industrials 920.0 $900K 0.23% $978.12 +3.4%
33 JPM JPMORGAN CHASE & CO Financial Services 2,561.0 $838K 0.21% -71.0 -2.7% $327.38 +8.2%
34 SHV ISHARES TR 7,158.0 $790K 0.20% -137K -95.0% $110.35 -0.0%
35 JMST J P MORGAN EXCHANGE TRADED F 15,259.0 $778K 0.20% +930.0 +6.5% $51.00 -0.1%
36 UNH UNITEDHEALTH GROUP INC Healthcare 1,822.0 $757K 0.19% $415.63 -5.0%
37 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 747.0 $699K 0.17% +17.0 +2.3% $935.73 -0.1%
38 META META PLATFORMS INC Communication Services 1,230.0 $693K 0.17% +641.0 +108.8% $563.35 +1.4%
39 XISE FIRST TR EXCHNG TRADED FD VI 21,166.0 $645K 0.16% $30.48 -0.2%
40 QCOM QUALCOMM INC Technology 3,239.0 $599K 0.15% -73.0 -2.2% $184.81 -10.8%
Page 2 of 5  ·  86 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 78.0%
Technology 9.8%
Industrials 3.8%
Consumer Cyclical 3.5%
Healthcare 1.5%
Communication Services 1.5%
Consumer Defensive 0.8%
Energy 0.4%
Utilities 0.3%
Basic Materials 0.2%