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Portfolio (Quarterly) Guide ↗

Goldstein Advisors, LLC

· CIK 0001963807
13F Portfolio $1.1B AUM 261 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 51 New 113 Added 44 Reduced 18 Exited
Page 13 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LMT LOCKHEED MARTIN CORP Industrials 412.0 $210K 0.02% -36.0 -8.0% $509.46 +15.6%
242 YUM YUM BRANDS INC Consumer Cyclical 1,308.0 $209K 0.02% NEW $159.86 -8.7%
243 KO COCA COLA CO Consumer Defensive 2,562.0 $208K 0.02% NEW $81.27 +11.2%
244 CVX CHEVRON CORPORATION Energy 1,256.0 $208K 0.02% +243.0 +24.0% $165.76 +24.1%
245 ADEA ADEIA INC Technology 6,265.0 $206K 0.02% NEW $32.93 -16.5%
246 QQQJ INVESCO EXCH TRADED FD TR II 4,527.0 $206K 0.02% NEW $45.44 +1.5%
247 DGX QUEST DIAGNOSTICS INC Healthcare 949.0 $201K 0.02% NEW $211.95 +14.1%
248 IWC ISHARES TR 1,000.0 $200K 0.02% NEW $200.04 -0.4%
249 PMAY INNOVATOR ETFS TRUST 4,843.0 $200K 0.02% NEW $41.30 +1.9%
250 ON SEMICONDUCTOR CORP 16,000.0 $19K 0.00% $1.19
251 BLACKSTONE MORTGAGE TRUST IN 18,000.0 $18K 0.00% $0.99
252 PPL CAP FDG INC 15,000.0 $17K 0.00% $1.13
253 LANTHEUS HLDGS INC 11,000.0 $16K 0.00% $1.47
254 HALOZYME THERAPEUTICS INC 14,000.0 $16K 0.00% $1.11
255 SYNAPTICS INC 10,000.0 $15K 0.00% NEW $1.47
256 CAPITAL SOUTHWEST CORP 14,000.0 $15K 0.00% $1.04
257 UBER TECHNOLOGIES INC 12,000.0 $14K 0.00% NEW $1.19
258 STARWOOD PPTY TR INC 13,000.0 $13K 0.00% $1.01
259 SOUTHERN CO 10,000.0 $11K 0.00% $1.10
260 ALLIANT ENERGY CORP 10,000.0 $11K 0.00% NEW $1.10
Page 13 of 14  ·  261 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 36.5%
Financial Services 18.8%
Communication Services 11.7%
Consumer Cyclical 10.1%
Industrials 7.3%
Healthcare 6.2%
Utilities 4.6%
Consumer Defensive 3.2%
Energy 1.4%
Real Estate 0.3%