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Portfolio (Quarterly) Guide ↗

DDFG, Inc

· CIK 0001967640
13F Portfolio $504M AUM 92 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 19 Added 35 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FLOT ISHARES TR 406,989.0 $20.8M 4.12% NEW $51.05 -0.1%
2 INTC INTEL CORP Technology 4,450.0 $621K 0.12% NEW $139.63 -37.2%
3 SUSA ISHARES TR 1,405.0 $217K 0.04% NEW $154.30 +2.1%
4 C CITIGROUP INC Financial Services 1,460.0 $204K 0.04% NEW $139.96 -5.7%
5 CAT CATERPILLAR INC Industrials 191.0 $203K 0.04% NEW $1064.90 -23.8%
6 TTD THE TRADE DESK INC Technology 10,915.0 $197K 0.04% NEW $18.08 -26.8%
7 TTD CALL THE TRADE DESK INC Technology 2,000.0 $36K 0.01% NEW $18.08 -26.8%
8 HRTX HERON THERAPEUTICS INC Healthcare 32,903.0 $14K 0.00% NEW $0.43 -23.2%

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 41.0%
Technology 26.4%
Energy 8.8%
Healthcare 8.5%
Consumer Defensive 6.1%
Industrials 5.3%
Consumer Cyclical 2.1%
Communication Services 1.1%
Basic Materials 0.6%