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Portfolio (Quarterly) Guide ↗

Passive Capital Management, LLC.

· CIK 0001958250
13F Portfolio $320M AUM 94 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 13 Added 37 Reduced 15 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LOW LOWES COS INC Consumer Cyclical 2,416.0 $583K 0.18% -20.0 -0.8% $241.16 -17.0%
22 MCD MCDONALDS CORP Consumer Cyclical 1,847.0 $564K 0.18% -20.0 -1.1% $305.63 -14.6%
23 GOOG ALPHABET INC. 1,609.0 $505K 0.16% -86.0 -5.1% $313.80
24 AMZN AMAZON.COM Consumer Cyclical 2,141.0 $494K 0.15% -213.0 -9.1% $230.82 +10.4%
25 VSGX VANGUARD WORLD FD 6,724.0 $482K 0.15% -68.0 -1.0% $71.62 +15.1%
26 BERKSHIRE HATHAWAY INC 953.0 $479K 0.15% -123.0 -11.4% $502.65
27 PG PROCTER & GAMBLE CO Consumer Defensive 3,169.0 $454K 0.14% -84.0 -2.6% $143.31 +2.0%
28 VBK VANGUARD INDEX FDS 1,330.0 $402K 0.13% -310.0 -18.9% $302.11 +14.1%
29 COF CAPTIAL ONE FINL CORP Financial Services 1,500.0 $364K 0.11% -42.0 -2.7% $242.36 -12.8%
30 JBGS JBG SMITH PROPERTIES Real Estate 20,632.0 $351K 0.11% -200K -90.7% $17.01 -30.8%
31 BAC BANK OF AMERICA CORP Financial Services 5,810.0 $320K 0.10% -573.0 -9.0% $55.00 +12.7%
32 CAT CATERPILLAR INC. Industrials 508.0 $291K 0.09% -11.0 -2.1% $572.87 +36.0%
33 R RYDER SYS INC Industrials 1,513.0 $290K 0.09% -18.0 -1.2% $191.39 +27.2%
34 DFAE DIMENSIONAL ETF TRUST 8,825.0 $287K 0.09% -4K -28.8% $32.57 +21.6%
35 JNJ JOHNSON AND JOHNSON Healthcare 1,349.0 $279K 0.09% -55.0 -3.9% $206.95 +31.0%
36 TFC TRUIST FINANCIAL Financial Services 4,364.0 $215K 0.07% -89.0 -2.0% $49.21 +0.5%
37 DFEV DIMENSIONAL ETF TRUST 6,076.0 $205K 0.06% -2K -20.0% $33.74 +26.3%
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 34.5%
Technology 23.7%
Real Estate 12.0%
Consumer Cyclical 10.5%
Healthcare 6.7%
Consumer Defensive 5.0%
Communication Services 3.9%
Industrials 3.7%