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Portfolio (Quarterly) Guide ↗

Trajan Wealth LLC

· CIK 0001934415
13F Portfolio $2.4B AUM 153 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 153 New
Page 4 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLW CORNING INC Technology 89,686.0 $7.9M 0.33% NEW $87.56 +124.1%
62 HYG ISHARES TR 95,295.0 $7.7M 0.32% NEW $80.63 -0.6%
63 MS MORGAN STANLEY Financial Services 42,378.0 $7.5M 0.31% NEW $177.53 +13.6%
64 JNJ JOHNSON & JOHNSON Healthcare 35,479.0 $7.3M 0.31% NEW $206.95 +11.2%
65 AVIG AMERICAN CENTY ETF TR 171,930.0 $7.2M 0.30% NEW $41.92 -1.4%
66 HPE HEWLETT PACKARD ENTERPRISE Technology 279,949.0 $6.7M 0.28% NEW $24.02 +58.5%
67 BILZ PIMCO ETF TR 60,698.0 $6.1M 0.26% NEW $100.77 +0.1%
68 MRK MERCK & CO INC Healthcare 56,067.0 $5.9M 0.25% NEW $105.26 +13.8%
69 DELL DELL TECHNOLOGIES INC Technology 45,832.0 $5.8M 0.24% NEW $125.88 +142.3%
70 ABBV ABBVIE INC Healthcare 25,051.0 $5.7M 0.24% NEW $228.49 -6.7%
71 CB CHUBB LIMITED Financial Services 18,332.0 $5.7M 0.24% NEW $312.12 +4.3%
72 IBM INTERNATIONAL BUSINESS MACHS Technology 18,708.0 $5.5M 0.23% NEW $296.21 -15.4%
73 AMGN AMGEN INC Healthcare 16,712.0 $5.5M 0.23% NEW $327.31 +2.6%
74 CME CME GROUP INC Financial Services 19,890.0 $5.4M 0.23% NEW $273.09 +3.5%
75 PSX PHILLIPS 66 Energy 41,967.0 $5.4M 0.23% NEW $129.04 +34.7%
76 MDT MEDTRONIC Healthcare 56,178.0 $5.4M 0.23% NEW $96.06 -19.2%
77 KO COCA COLA CO Consumer Defensive 77,023.0 $5.4M 0.22% NEW $69.91 +15.1%
78 CVX CHEVRON CORP NEW Energy 34,874.0 $5.3M 0.22% NEW $152.41 +21.2%
79 MET METLIFE INC Financial Services 67,209.0 $5.3M 0.22% NEW $78.94 +5.5%
80 AEP AMERICAN ELEC PWR CO INC Utilities 45,315.0 $5.2M 0.22% NEW $115.31 +13.5%
Page 4 of 8  ·  153 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 31.0%
Communication Services 23.6%
Financial Services 13.7%
Consumer Cyclical 8.6%
Consumer Defensive 7.7%
Healthcare 7.0%
Energy 4.0%
Industrials 3.0%
Utilities 0.7%
Basic Materials 0.4%