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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 21 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 RBRK RUBRIK INC. Technology 33,343.0 $2.7M 0.03% NEW $80.28 +25.2%
402 AMT AMERICAN TOWER CORP Real Estate 16,307.0 $2.7M 0.03% NEW $163.57 +5.4%
403 SGVT SCHWAB STRATEGIC TR 26,295.0 $2.6M 0.03% NEW $100.74 -0.1%
404 HAL HALLIBURTON CO Energy 77,880.0 $2.6M 0.03% NEW $33.95 +2.1%
405 FCFS FIRSTCASH HOLDINGS INC Financial Services 12,171.0 $2.6M 0.03% NEW $216.32 -1.7%
406 B BARRICK MNG CORP Basic Materials 71,170.0 $2.6M 0.03% NEW $36.73 +14.6%
407 ARKK ARK ETF TR 32,330.0 $2.6M 0.03% NEW $80.82 -2.1%
408 IVE ISHARES TR 11,500.0 $2.6M 0.03% NEW $227.05 +4.2%
409 EBND SPDR SERIES TRUST 123,827.0 $2.6M 0.03% NEW $20.92 +0.7%
410 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 86,642.0 $2.6M 0.03% NEW $29.74 -17.5%
411 NFLT ETFIS SER TR I 111,119.0 $2.6M 0.03% NEW $22.95 -0.6%
412 XOP SPDR SERIES TRUST 16,316.0 $2.5M 0.03% NEW $154.26 +20.2%
413 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 26,111.0 $2.5M 0.03% NEW $95.98 +33.6%
414 MAA MID-AMER APT CMNTYS INC Real Estate 18,024.0 $2.5M 0.03% NEW $138.94 -6.3%
415 CBRE CBRE GROUP INC Real Estate 18,533.0 $2.5M 0.03% NEW $134.69 +9.4%
416 TFC TRUIST FINL CORP Financial Services 49,983.0 $2.5M 0.03% NEW $49.82 +5.2%
417 LNG CHENIERE ENERGY INC Energy 10,409.0 $2.5M 0.03% NEW $239.01 +14.5%
418 STWD STARWOOD PPTY TR INC Real Estate 149,999.0 $2.5M 0.03% NEW $16.38 -0.9%
419 FFEB FIRST TR EXCHNG TRADED FD VI 40,108.0 $2.4M 0.03% NEW $60.98 +2.0%
420 NVO NOVO-NORDISK A S Healthcare 50,970.0 $2.4M 0.03% NEW $47.94 -4.7%
Page 21 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%