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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 4 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BA BOEING CO Industrials 1,441.0 $312K 0.08% $216.47 -3.0%
62 ACYN FIRST TR EXCHANGE-TRADED FD 14,832.0 $308K 0.08% NEW $20.79 +0.1%
63 WDC WESTERN DIGITAL CORP Technology 477.0 $305K 0.08% NEW $638.77 -27.7%
64 MCD MCDONALDS CORP Consumer Cyclical 1,097.0 $296K 0.07% -11.0 -1.0% $270.27 -3.8%
65 XBI SPDR SERIES TRUST 1,812.0 $287K 0.07% +64.0 +3.7% $158.29 +6.3%
66 IVE ISHARES TR 1,220.0 $277K 0.07% +267.0 +28.0% $227.13 +4.4%
67 SPYM SPDR SERIES TRUST 3,144.0 $276K 0.07% -99.0 -3.0% $87.89 +3.3%
68 FXF INVESCO CURRENCYSHARES SWISS Financial Services 2,530.0 $276K 0.07% +30.0 +1.2% $109.05 +0.5%
69 MU MICRON TECHNOLOGY INC Technology 237.0 $273K 0.07% NEW $1153.49 -18.9%
70 INTC INTEL CORP Technology 1,856.0 $259K 0.07% NEW $139.63 -34.0%
71 SCHX SCHWAB STRATEGIC TR 8,772.0 $258K 0.07% $29.43 +3.3%
72 ABBV ABBVIE INC Healthcare 970.0 $244K 0.06% -60.0 -5.8% $251.64 +2.5%
73 IWO ISHARES TR 612.0 $241K 0.06% NEW $394.03 -1.8%
74 WMT WALMART INC Consumer Defensive 2,045.0 $232K 0.06% $113.25 -9.4%
75 IEFA ISHARES TR 2,329.0 $225K 0.06% -144.0 -5.8% $96.58 +4.3%
76 SMH VANECK ETF TRUST 341.0 $224K 0.06% NEW $655.89 -12.6%
77 GKOS GLAUKOS CORP Healthcare 1,600.0 $224K 0.06% NEW $139.76 +30.2%
78 PLTR PALANTIR TECHNOLOGIES INC Technology 1,892.0 $221K 0.06% NEW $116.67 +59.4%
79 XLK SELECT SECTOR SPDR TR 1,150.0 $219K 0.06% NEW $190.56 -1.0%
80 CRWV COREWEAVE INC Technology 2,151.0 $214K 0.05% NEW $99.54 -12.8%
Page 4 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%