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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 15 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CGW INVESCO EXCH TRADED FD TR II 64,989.0 $4.3M 0.05% NEW $65.73 -1.8%
282 EEMV ISHARES INC 56,668.0 $4.3M 0.05% NEW $75.28 -1.3%
283 EMR EMERSON ELEC CO Industrials 29,578.0 $4.2M 0.05% NEW $143.15 +10.3%
284 ICOW PACER FDS TR 100,401.0 $4.2M 0.05% NEW $41.63 +7.3%
285 SCHE SCHWAB STRATEGIC TR 114,674.0 $4.2M 0.05% NEW $36.26 +0.5%
286 TTEK TETRA TECH INC NEW Industrials 143,737.0 $4.2M 0.05% NEW $28.89 +22.5%
287 BE BLOOM ENERGY CORP Industrials 13,563.0 $4.1M 0.05% NEW $302.70 -31.0%
288 DUK DUKE ENERGY CORP NEW Utilities 32,329.0 $4.1M 0.05% NEW $126.58 -2.0%
289 NKE NIKE INC Consumer Cyclical 99,311.0 $4.1M 0.05% NEW $41.05 -2.4%
290 TRV TRAVELERS COMPANIES INC Financial Services 12,256.0 $4.0M 0.05% NEW $330.13 +11.4%
291 DFIV DIMENSIONAL ETF TRUST 74,583.0 $4.0M 0.05% NEW $54.02 +6.8%
292 LYV LIVE NATION ENTERTAINMENT IN Communication Services 21,933.0 $4.0M 0.05% NEW $183.11 -1.8%
293 CSX CSX CORP Industrials 83,869.0 $4.0M 0.05% NEW $47.53 +5.7%
294 ROL ROLLINS INC Consumer Cyclical 94,181.0 $3.9M 0.05% NEW $41.74 -13.0%
295 BMY BRISTOL-MYERS SQUIBB CO Healthcare 67,743.0 $3.9M 0.05% NEW $57.62 +14.6%
296 AEP AMERICAN ELEC PWR CO INC Utilities 28,496.0 $3.9M 0.05% NEW $136.81 -7.6%
297 RRC RANGE RES CORP Energy 104,395.0 $3.9M 0.05% NEW $37.19 +7.2%
298 UAA UNDER ARMOUR INC Consumer Cyclical 607,304.0 $3.9M 0.05% NEW $6.39 -20.7%
299 COP CONOCOPHILLIPS Energy 37,005.0 $3.8M 0.05% NEW $103.96 +24.8%
300 FORTINET INC 24,856.0 $3.8M 0.05% NEW $153.62
Page 15 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%