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Portfolio (Quarterly) Guide ↗

Kaydan Wealth Management, Inc.

· CIK 0001964532
13F Portfolio $328M AUM 115 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 38 Added 31 Reduced 3 Exited
Page 4 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIA STATE STR SPDR DOW JONES IND Financial Services 1,184.0 $619K 0.19% $522.39 +1.8%
62 XLF SELECT SECTOR SPDR TR 11,445.0 $614K 0.19% +217.0 +1.9% $53.61 +7.6%
63 CSCO CISCO SYS INC Technology 5,222.0 $613K 0.19% $117.46 -5.9%
64 ORCL ORACLE CORP Technology 4,110.0 $602K 0.18% $146.55 +1.8%
65 AMGN AMGEN INC Healthcare 1,616.0 $585K 0.18% $362.12 +18.7%
66 XLV SELECT SECTOR SPDR TR 3,549.0 $563K 0.17% +327.0 +10.2% $158.66 +7.5%
67 CSX CSX CORP Industrials 11,349.0 $539K 0.16% $47.53 +6.3%
68 KO COCA COLA CO Consumer Defensive 6,608.0 $537K 0.16% $81.27 +9.1%
69 FV FIRST TR EXCHANGE TRADED FD 7,057.0 $535K 0.16% -126.0 -1.8% $75.88 -3.2%
70 IMCB ISHARES TR 5,392.0 $521K 0.16% $96.56 +2.3%
71 F FORD MTR CO Consumer Cyclical 36,775.0 $511K 0.16% +1K +3.8% $13.90 +0.3%
72 GE GE AEROSPACE Industrials 1,361.0 $509K 0.15% -223.0 -14.1% $373.73 -10.2%
73 IMCG ISHARES TR 4,950.0 $487K 0.15% $98.30 -1.4%
74 IJR ISHARES TR 3,195.0 $474K 0.14% +16.0 +0.5% $148.31 -2.6%
75 HD HOME DEPOT INC Consumer Cyclical 1,332.0 $470K 0.14% -19.0 -1.4% $352.72 -7.1%
76 TXN TEXAS INSTRS INC Technology 1,549.0 $462K 0.14% +29.0 +1.9% $298.07 -12.5%
77 DTE DTE ENERGY CO Utilities 2,797.0 $426K 0.13% $152.37 -11.0%
78 NVDA NVIDIA CORPORATION Technology 2,083.0 $417K 0.13% -236.0 -10.2% $200.09 +10.3%
79 CMI CUMMINS INC Industrials 574.0 $409K 0.12% $713.21 -20.9%
80 T AT&T INC Communication Services 19,283.0 $399K 0.12% $20.70 +25.1%
Page 4 of 6  ·  115 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 33.5%
Industrials 19.6%
Technology 18.7%
Healthcare 9.6%
Consumer Cyclical 6.9%
Consumer Defensive 5.0%
Utilities 3.0%
Communication Services 2.0%
Energy 1.7%