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Portfolio (Quarterly) Guide ↗

DDFG, Inc

· CIK 0001967640
13F Portfolio $464M AUM 86 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 36 Added 22 Reduced 4 Exited
Page 4 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EEM ISHARES TR 6,102.0 $347K 0.07% -273.0 -4.3% $56.79 +13.2%
62 PRAA PRA GROUP INC Financial Services 19,765.0 $346K 0.07% NEW $17.50 -15.1%
63 META META PLATFORMS INC Communication Services 599.0 $343K 0.07% +3.0 +0.5% $572.15 +6.8%
64 UNH UNITEDHEALTH GROUP INC Healthcare 1,238.0 $335K 0.07% $270.65 +44.5%
65 HWKN HAWKINS INC Basic Materials 2,140.0 $329K 0.07% $153.59 +1.4%
66 ORCL ORACLE CORP Technology 2,209.0 $325K 0.07% $147.10 +26.9%
67 VTI VANGUARD INDEX FDS 999.0 $321K 0.07% $320.91 +12.2%
68 GILD GILEAD SCIENCES INC Healthcare 2,288.0 $319K 0.07% +12.0 +0.5% $139.36 -7.0%
69 PLTR PALANTIR TECHNOLOGIES INC Technology 2,109.0 $309K 0.07% $146.28 -7.6%
70 DSI ISHARES TR 2,469.0 $299K 0.06% $121.19 +15.0%
71 CVX CHEVRON CORPORATION Energy 1,436.0 $297K 0.06% -175.0 -10.9% $206.94 -5.2%
72 IJR ISHARES TR 2,256.0 $280K 0.06% +39.0 +1.8% $124.31 +7.1%
73 DIS DISNEY WALT CO Communication Services 2,890.0 $279K 0.06% $96.38 +7.9%
74 EW EDWARDS LIFESCIENCES CORP Healthcare 3,300.0 $264K 0.06% $80.08 +2.9%
75 MDLZ MONDELEZ INTL INC Consumer Defensive 4,342.0 $250K 0.05% $57.64 +6.9%
76 LLY ELI LILLY & CO Healthcare 264.0 $243K 0.05% $919.77 +7.4%
77 IYW ISHARES TR 1,326.0 $241K 0.05% $181.43 +29.3%
78 TSLA TESLA INC Consumer Cyclical 645.0 $240K 0.05% +5.0 +0.8% $371.99 +10.2%
79 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,894.0 $236K 0.05% -469.0 -10.8% $60.65 -3.9%
80 MRK MERCK & CO INC Healthcare 1,952.0 $235K 0.05% +15.0 +0.8% $120.29 -6.4%
Page 4 of 5  ·  86 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 36.9%
Technology 23.2%
Energy 12.2%
Healthcare 7.5%
Consumer Defensive 6.8%
Communication Services 5.6%
Industrials 5.0%
Consumer Cyclical 2.2%
Basic Materials 0.7%