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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 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IAU ISHARES GOLD TR Financial Services 7,467.0 $564K 0.14% +1K +19.2% $75.51 +14.7%
42 HGER HARBOR ETF TRUST 18,853.0 $553K 0.14% -460.0 -2.4% $29.34 +18.8%
43 GLD SPDR GOLD TR Financial Services 1,453.0 $535K 0.13% NEW $368.38 +14.7%
44 TDW TIDEWATER INC NEW Energy 7,421.0 $494K 0.12% +451.0 +6.5% $66.63 +39.6%
45 NOW SERVICENOW INC Technology 4,971.0 $494K 0.12% +3K +111.6% $99.28 +39.4%
46 FAAA FIDELITY MERRIMACK STR TR 9,664.0 $485K 0.12% NEW $50.16 +0.5%
47 IEMG ISHARES INC 5,255.0 $435K 0.11% -3K -34.0% $82.84 -0.5%
48 SPY STATE STR SPDR S&P 500 ETF T Financial Services 581.0 $434K 0.11% +4.0 +0.7% $746.20 +3.3%
49 SDVY FIRST TR EXCHANGE TRADED FD 9,892.0 $427K 0.11% $43.14 +1.6%
50 VOO VANGUARD INDEX FDS 615.0 $422K 0.11% -195.0 -24.1% $686.39 +3.3%
51 DFAE DIMENSIONAL ETF TRUST 10,449.0 $420K 0.10% -583.0 -5.3% $40.21 -0.5%
52 BX BLACKSTONE INC Financial Services 3,368.0 $396K 0.10% +159.0 +5.0% $117.67 +22.1%
53 CEG CONSTELLATION ENERGY CORP Utilities 1,489.0 $370K 0.09% +394.0 +36.0% $248.37 +13.7%
54 JMBS JANUS DETROIT STR TR 7,996.0 $360K 0.09% +614.0 +8.3% $44.99 -0.8%
55 JNJ JOHNSON & JOHNSON Healthcare 1,400.0 $356K 0.09% -52.0 -3.6% $253.97 +4.6%
56 AMD ADVANCED MICRO DEVICES INC Technology 599.0 $348K 0.09% NEW $580.91 -17.9%
57 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 726.0 $347K 0.09% NEW $477.57 -10.5%
58 SNDK SANDISK CORP Technology 146.0 $331K 0.08% NEW $2269.34 -34.6%
59 INHIBRX BIOSCIENCES INC 3,394.0 $322K 0.08% $94.75
60 VTI VANGUARD INDEX FDS 854.0 $316K 0.08% +11.0 +1.3% $370.21 +2.8%
Page 3 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%