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Portfolio (Quarterly) Guide ↗

RETIREMENT GUYS FORMULA LLC

· CIK 0001933059
13F Portfolio $266M AUM 158 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 158 New
Page 5 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AZN ASTRAZENECA PLC Healthcare 7,056.0 $1.3M 0.50% NEW $189.62 -14.2%
82 JCPB J P MORGAN EXCHANGE TRADED F 28,286.0 $1.3M 0.50% NEW $46.94 -2.1%
83 ATO ATMOS ENERGY CORP Utilities 7,596.0 $1.3M 0.49% NEW $172.27 -2.7%
84 MCD MCDONALDS CORP Consumer Cyclical 4,814.0 $1.3M 0.49% NEW $270.34 -5.4%
85 SCHD SCHWAB STRATEGIC TR 40,888.0 $1.3M 0.49% NEW $31.71 +9.7%
86 MGK VANGUARD WORLD FD 13,938.0 $1.2M 0.46% NEW $87.91 +2.6%
87 CASY CASEYS GEN STORES INC Consumer Cyclical 1,536.0 $1.2M 0.46% NEW $795.04 -4.9%
88 HSY HERSHEY CO Consumer Defensive 6,846.0 $1.2M 0.45% NEW $175.44 -1.3%
89 ABT ABBOTT LABORATORIES Healthcare 13,233.0 $1.2M 0.45% NEW $90.74 +19.4%
90 INNOVATOR ETFS TRUST 55,727.0 $1.2M 0.45% NEW $21.23
91 MCK MCKESSON CORP Healthcare 1,347.0 $1.0M 0.38% NEW $755.82 +20.1%
92 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 29,824.0 $1.0M 0.38% NEW $33.91 +36.0%
93 IJAN INNOVATOR ETFS TRUST 25,938.0 $988K 0.37% NEW $38.08 +3.0%
94 GALT GALECTIN THERAPEUTICS INC Healthcare 211,053.0 $979K 0.37% NEW $4.64 -0.6%
95 ARKK ARK ETF TR 11,389.0 $920K 0.35% NEW $80.82 +6.7%
96 MU MICRON TECHNOLOGY INC Technology 765.0 $883K 0.33% NEW $1154.30 -11.9%
97 IVV ISHARES TR 1,131.0 $806K 0.30% NEW $712.49 +8.6%
98 BLV VANGUARD BD INDEX FDS 11,504.0 $793K 0.30% NEW $68.98 -4.6%
99 PSFF PACER FDS TR 21,991.0 $755K 0.28% NEW $34.31 +2.2%
100 VEA VANGUARD TAX-MANAGED FDS 9,925.0 $707K 0.27% NEW $71.25 +3.5%
Page 5 of 8  ·  158 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 23.2%
Healthcare 16.1%
Financial Services 13.9%
Consumer Defensive 11.5%
Consumer Cyclical 9.6%
Utilities 8.7%
Industrials 8.6%
Communication Services 3.6%
Energy 3.3%
Basic Materials 1.3%