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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
Page 3 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TDY TELEDYNE TECHNOLOGIES INC Technology 1,500.0 $1.0M 0.20% $666.90 -6.0%
42 AMGN AMGEN INC Healthcare 2,746.0 $994K 0.20% $362.12 +22.6%
43 MA MASTERCARD INCORPORATED Financial Services 1,919.0 $986K 0.20% $513.56 +16.5%
44 SLV ISHARES SILVER TR Financial Services 16,644.0 $890K 0.18% $53.47 +15.8%
45 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 10,728.0 $874K 0.17% $81.51 +6.4%
46 QQQ INVESCO QQQ TR Financial Services 1,150.0 $847K 0.17% $736.45 -3.9%
47 AMZN AMAZON COM INC Consumer Cyclical 3,552.0 $847K 0.17% $238.36 +10.0%
48 TTRX TURN THERAPEUTICS INC Healthcare 107,829.0 $787K 0.16% +37K +52.9% $7.30 +32.6%
49 MSFT MICROSOFT CORP Technology 2,090.0 $780K 0.15% +13.0 +0.6% $373.06 +31.0%
50 FGD FIRST TR EXCHANGE-TRADED FD 22,557.0 $722K 0.14% -1K -4.8% $31.99 +11.5%
51 NULG NUSHARES ETF TR 5,446.0 $638K 0.13% -352.0 -6.1% $117.06 -2.9%
52 NULV NUSHARES ETF TR 12,699.0 $635K 0.13% -176.0 -1.4% $49.99 +6.9%
53 INTC INTEL CORP Technology 4,450.0 $621K 0.12% NEW $139.63 -37.2%
54 AMLP ALPS ETF TR 11,884.0 $616K 0.12% -2K -17.2% $51.85 +6.0%
55 VOT VANGUARD INDEX FDS 1,926.0 $590K 0.12% -20.0 -1.0% $306.29 -1.3%
56 EFA ISHARES TR 5,558.0 $577K 0.12% -144.0 -2.5% $103.88 +4.0%
57 MO ALTRIA GROUP INC Consumer Defensive 7,976.0 $574K 0.11% $71.95 -5.4%
58 ESGD ISHARES TR 5,488.0 $564K 0.11% +106.0 +2.0% $102.82 +4.1%
59 UNH UNITEDHEALTH GROUP INC Healthcare 1,238.0 $515K 0.10% $415.72 -4.2%
60 ATI ATI INC Industrials 2,498.0 $492K 0.10% $197.10 +6.6%
Page 3 of 5  ·  92 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 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%