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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 1 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 35,003.0 $26.1M 8.88% +3K +10.6% $746.78 +2.0%
2 JVAL J P MORGAN EXCHANGE TRADED F 413,727.0 $24.3M 8.24% +23K +5.9% $58.64 +0.5%
3 FTSM FIRST TR EXCHANGE-TRADED FD 380,580.0 $22.7M 7.72% +67K +21.5% $59.73 -0.1%
4 RDVY FIRST TR EXCHANGE TRADED FD 196,615.0 $15.9M 5.42% +22K +12.7% $81.06 -0.6%
5 SCHG SCHWAB STRATEGIC TR 445,973.0 $15.1M 5.13% +69K +18.1% $33.84 +4.2%
6 QTEC FIRST TR EXCHANGE-TRADED FD 39,528.0 $13.2M 4.50% +3K +8.6% $334.69 -8.0%
7 COWZ PACER FDS TR 181,672.0 $11.3M 3.84% +19K +11.6% $62.20 +15.5%
8 VBR VANGUARD INDEX FDS 44,016.0 $10.7M 3.63% +14K +45.5% $242.99 +0.3%
9 SMIN ISHARES TR 147,167.0 $10.4M 3.54% +24K +19.6% $70.73 +1.4%
10 LMBS FIRST TR EXCHANGE-TRADED FD 200,002.0 $10.0M 3.38% +46K +29.7% $49.78 -0.7%
11 IWP ISHARES TR 61,533.0 $9.0M 3.06% +8K +15.9% $146.41 -5.8%
12 FDT FIRST TR EXCH TRD ALPHDX FD 94,010.0 $8.9M 3.02% +13K +15.9% $94.68 +0.7%
13 MUB ISHARES TR 69,453.0 $7.5M 2.54% +15K +26.9% $107.62 -3.1%
14 FTGC FIRST TR EXCHANGE TRAD FD VI 269,735.0 $7.3M 2.48% +43K +19.0% $27.05 +15.4%
15 FIW FIRST TR EXCHANGE-TRADED FD 64,382.0 $7.1M 2.40% +11K +20.1% $109.52 -1.7%
16 JMST J P MORGAN EXCHANGE TRADED F 128,461.0 $6.6M 2.23% +36K +39.6% $51.00 -0.4%
17 FYX FIRST TR EXCHANGE-TRADED ALP 44,673.0 $6.4M 2.19% +4K +11.0% $144.30 -2.9%
18 PBJ INVESCO EXCHANGE TRADED FD T 127,043.0 $6.0M 2.03% +23K +22.4% $47.13 +2.1%
19 CIBR FIRST TR EXCHANGE-TRADED FD 63,814.0 $5.7M 1.95% +6K +11.3% $89.85 +7.1%
20 MU MICRON TECHNOLOGY INC Technology 4,894.0 $5.6M 1.92% -1K -20.9% $1154.32 -19.1%
Page 1 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%