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Portfolio (Quarterly) Guide ↗

Mainsail Financial Group, LLC

· CIK 0001961290
13F Portfolio $294M AUM 72 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 44 Added 15 Reduced 1 Exited
Page 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FPE FIRST TR EXCH TRADED FD III 314,191.0 $5.6M 1.91% -87K -21.6% $17.88 -1.6%
22 MSFT MICROSOFT CORP Technology 10,304.0 $3.8M 1.31% +925.0 +9.9% $373.03 +34.3%
23 QQQ INVESCO QQQ TR Financial Services 4,856.0 $3.6M 1.22% +341.0 +7.5% $736.38 -3.9%
24 GOOG ALPHABET INC 9,124.0 $3.2M 1.09% -160.0 -1.7% $353.34
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,047.0 $2.9M 0.97% +22.0 +0.7% $935.50 +0.5%
26 FEP FIRST TR EXCH TRD ALPHDX FD 45,609.0 $2.6M 0.88% +3K +7.9% $57.05 +4.4%
27 IJS ISHARES TR 18,808.0 $2.6M 0.87% -12K -39.8% $136.68 -1.2%
28 SCHD SCHWAB STRATEGIC TR 71,087.0 $2.3M 0.77% -51K -41.9% $31.71 +9.8%
29 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 22,193.0 $2.1M 0.72% +239.0 +1.1% $96.12 -53.2%
30 NVDA NVIDIA CORPORATION Technology 9,511.0 $1.9M 0.65% -878.0 -8.4% $200.10 +8.7%
31 AGG ISHARES TR 17,698.0 $1.8M 0.59% +1K +6.6% $98.98 -2.2%
32 AAPL APPLE INC Technology 6,014.0 $1.7M 0.59% +128.0 +2.2% $289.34 +12.4%
33 JPM JPMORGAN CHASE & CO Financial Services 4,501.0 $1.5M 0.50% +51.0 +1.1% $327.34 +8.4%
34 ADSK AUTODESK INC Technology 7,463.0 $1.5M 0.49% +1K +22.0% $194.42 +27.4%
35 SHV ISHARES TR 12,944.0 $1.4M 0.48% -15K -53.4% $110.35 -0.3%
36 VEA VANGUARD TAX-MANAGED FDS 19,933.0 $1.4M 0.48% +774.0 +4.0% $71.25 +1.2%
37 WMT WALMART INC Consumer Defensive 11,567.0 $1.3M 0.45% -282.0 -2.4% $113.26 -6.5%
38 KO COCA COLA CO Consumer Defensive 15,880.0 $1.3M 0.44% +225.0 +1.4% $81.27 +8.3%
39 FUMB FIRST TR EXCH TRADED FD III 62,540.0 $1.3M 0.43% -33K -34.4% $20.06 +0.0%
40 CRM SALESFORCE INC Technology 7,874.0 $1.2M 0.42% +1K +16.4% $156.66 +64.8%
Page 2 of 4  ·  72 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 47.5%
Technology 25.8%
Consumer Defensive 13.0%
Industrials 3.2%
Communication Services 3.1%
Consumer Cyclical 2.1%
Healthcare 1.9%
Energy 1.8%
Real Estate 1.7%