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Portfolio (Quarterly) Guide ↗

Bleakley Financial Group, LLC

· CIK 0001936953
13F Portfolio $7.9B AUM 944 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 944 New
Page 11 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 STIP ISHARES TR 61,775.0 $6.3M 0.08% NEW $102.16 -1.3%
202 SEABRIDGE GOLD INC 244,946.0 $6.3M 0.08% NEW $25.74
203 GSY INVESCO ACTIVELY MANAGED EXC 124,716.0 $6.3M 0.08% NEW $50.15 +0.2%
204 FCX FREEPORT MCMORAN INC Basic Materials 97,973.0 $6.2M 0.08% NEW $62.89 +4.8%
205 PPLT ABRDN PLATINUM ETF TRUST Financial Services 433,696.0 $6.1M 0.08% NEW $14.13 +10.9%
206 IBIT ISHARES BITCOIN TRUST ETF Financial Services 183,989.0 $6.1M 0.08% NEW $33.29 +10.1%
207 MDT MEDTRONIC PLC Healthcare 77,500.0 $6.1M 0.08% NEW $78.23 +18.3%
208 HWM HOWMET AEROSPACE INC Industrials 22,452.0 $6.0M 0.08% NEW $268.86 +6.5%
209 MO ALTRIA GROUP INC Consumer Defensive 83,585.0 $6.0M 0.08% NEW $71.95 -9.8%
210 GSIE GOLDMAN SACHS ETF TR 131,079.0 $6.0M 0.08% NEW $45.70 +4.5%
211 MOS MOSAIC CO Basic Materials 281,809.0 $6.0M 0.08% NEW $21.19 +0.1%
212 XLE SELECT SECTOR SPDR TR 111,775.0 $5.9M 0.08% NEW $53.11 +19.4%
213 ITOT ISHARES TR 35,663.0 $5.9M 0.07% NEW $164.27 +2.7%
214 NFG NATIONAL FUEL GAS CO Energy 75,776.0 $5.9M 0.07% NEW $77.21 +8.7%
215 UNILEVER PLC 96,802.0 $5.8M 0.07% NEW $60.12
216 ANET ARISTA NETWORKS INC Technology 34,053.0 $5.8M 0.07% NEW $169.88 +12.8%
217 DHR DANAHER CORP DEL Healthcare 30,202.0 $5.8M 0.07% NEW $190.48 +5.2%
218 UNP UNION PAC CORP Industrials 21,111.0 $5.7M 0.07% NEW $272.00 +10.8%
219 TJX TJX COS INC NEW Consumer Cyclical 37,781.0 $5.7M 0.07% NEW $151.50 -0.1%
220 PFE PFIZER INC Healthcare 237,694.0 $5.7M 0.07% NEW $24.08 +13.2%
Page 11 of 48  ·  944 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 30.0%
Financial Services 24.9%
Healthcare 9.2%
Consumer Cyclical 8.2%
Communication Services 7.3%
Industrials 6.0%
Consumer Defensive 4.5%
Energy 4.3%
Utilities 2.3%
Basic Materials 1.9%