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Portfolio (Quarterly) Guide ↗

LAZARI CAPITAL MANAGEMENT, INC.

· CIK 0001986389
13F Portfolio $325M AUM 188 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 28 New 60 Added 70 Reduced 5 Exited
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS Technology 1,301.0 $366K 0.11% +7.0 +0.5% $281.21 -17.7%
42 VBR VANGUARD INDEX FDS 1,465.0 $356K 0.11% +15.0 +1.0% $242.93 +0.3%
43 VXUS VANGUARD STAR FDS 4,094.0 $350K 0.11% +160.0 +4.1% $85.50 +1.4%
44 VV VANGUARD INDEX FDS 1,011.0 $348K 0.11% +6.0 +0.6% $344.00 +2.0%
45 AGNC AGNC INVT CORP Real Estate 29,705.0 $324K 0.10% +5K +18.3% $10.90 -2.8%
46 DUK DUKE ENERGY CORP NEW Utilities 2,550.0 $323K 0.10% +35.0 +1.4% $126.58 -4.9%
47 DISV DIMENSIONAL ETF TRUST 8,034.0 $322K 0.10% +196.0 +2.5% $40.13 +10.2%
48 VUG VANGUARD INDEX FDS 3,702.0 $319K 0.10% +3K +563.4% $86.13 +1.4%
49 SCHD SCHWAB STRATEGIC TR 8,747.0 $277K 0.09% +1K +16.0% $31.71 +9.8%
50 UNP UNION PAC CORP Industrials 951.0 $259K 0.08% +21.0 +2.3% $271.94 +6.9%
51 GNL GLOBAL NET LEASE INC Real Estate 27,365.0 $245K 0.07% +3K +10.2% $8.94 +2.1%
52 PEP PEPSICO INC Consumer Defensive 1,709.0 $231K 0.07% +12.0 +0.7% $135.40 +3.2%
53 FDX FEDEX CORP Industrials 724.0 $227K 0.07% +24.0 +3.4% $312.98 +3.8%
54 MLI MUELLER INDS INC Industrials 1,816.0 $223K 0.07% +62.0 +3.5% $122.93 -50.3%
55 IWF ISHARES TR 1,750.0 $217K 0.07% +1K +300.5% $124.14 -2.4%
56 STWD STARWOOD PPTY TR INC Real Estate 11,349.0 $186K 0.06% +500.0 +4.6% $16.38 -5.2%
57 GERN GERON CORP Healthcare 117,424.0 $150K 0.05% +24K +25.0% $1.28 +15.6%
58 PLUG PLUG PWR INC Industrials 40,748.0 $110K 0.03% +4K +10.7% $2.71 -22.9%
59 MBOT MICROBOT MED INC Healthcare 36,600.0 $71K 0.02% +15K +72.2% $1.95 -24.6%
60 HUMA HUMACYTE INC Healthcare 14,444.0 $11K 0.00% +1K +9.9% $0.78 -26.9%
Page 3 of 3  ·  60 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 39.5%
Communication Services 18.6%
Consumer Cyclical 12.0%
Financial Services 9.9%
Healthcare 5.8%
Industrials 5.1%
Energy 4.9%
Consumer Defensive 2.5%
Real Estate 0.7%
Utilities 0.6%