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Portfolio (Quarterly) Guide ↗

Passive Capital Management, LLC.

· CIK 0001958250
13F Portfolio $335M AUM 104 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 37 Added 13 Reduced 5 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY Eli Lilly and Company Healthcare 730.0 $671K 0.20% +20.0 +2.8% $919.77 +15.8%
22 MCD McDonald's Corporation Consumer Cyclical 1,867.0 $580K 0.17% +20.0 +1.1% $310.79 -10.1%
23 LOW Lowe's Companies, Inc Consumer Cyclical 2,436.0 $576K 0.17% +20.0 +0.8% $236.28 -10.2%
24 Berkshire Hathaway Inc. Class B 1,076.0 $516K 0.15% +123.0 +12.9% $479.20
25 VBK Vanguard Small-Cap Growth Index Fund ETF Shares 1,640.0 $496K 0.15% +310.0 +23.3% $302.25 +16.7%
26 AMZN Amazon.com, Inc Consumer Cyclical 2,354.0 $490K 0.15% +213.0 +9.9% $208.27 +27.4%
27 VSGX Vanguard ESG International Stock ETF 6,792.0 $487K 0.14% +68.0 +1.0% $71.73 +14.5%
28 GOOG Alphabet Inc Communication Services 1,695.0 $486K 0.14% +86.0 +5.3% $286.86 +34.2%
29 PG The Procter & Gamble Company Consumer Defensive 3,253.0 $470K 0.14% +84.0 +2.6% $144.44 -1.0%
30 DFAE DFA Dimensional Emerging Core Equity Market ETF 12,398.0 $420K 0.12% +4K +40.5% $33.86 +19.6%
31 CAT Caterpillar Inc Industrials 519.0 $368K 0.11% +11.0 +2.2% $708.46 +28.2%
32 JNJ Johnson & Johnson Healthcare 1,404.0 $343K 0.10% +55.0 +4.1% $244.44 -5.8%
33 R Ryder System, Inc Industrials 1,531.0 $313K 0.09% +18.0 +1.2% $204.71 +21.5%
34 BAC Bank of America Corporation Financial Services 6,383.0 $311K 0.09% +573.0 +9.9% $48.75 +7.1%
35 COF Capital One Financial Corporation Financial Services 1,542.0 $281K 0.08% +42.0 +2.8% $182.43 +2.2%
36 DFEV DIMENSIONAL EMERGING MARKTS VALUE ETF 7,594.0 $272K 0.08% +2K +25.0% $35.78 +20.2%
37 TFC Truist Financial Corp Financial Services 4,453.0 $205K 0.06% +89.0 +2.0% $45.97 +5.9%
Page 2 of 2  ·  37 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
Financial Services 29.9%
Real Estate 23.5%
Technology 16.0%
Consumer Cyclical 7.9%
Industrials 6.6%
Communication Services 4.9%
Healthcare 4.9%
Consumer Defensive 3.8%
Energy 2.6%