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Portfolio (Quarterly) Guide ↗

LAZARI CAPITAL MANAGEMENT, INC.

· CIK 0001986389
13F Portfolio $296M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 166 New
Page 8 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AOA ISHARES TR 2,418.0 $213K 0.07% NEW $88.13 +8.8%
142 OKLO OKLO INC Utilities 1,900.0 $212K 0.07% NEW $111.63 -44.2%
143 STWD STARWOOD PPTY TR INC Real Estate 10,849.0 $210K 0.07% NEW $19.37 -12.0%
144 FAST FASTENAL CO Industrials 4,224.0 $207K 0.07% NEW $49.04 -11.8%
145 SCHD SCHWAB STRATEGIC TR 7,542.0 $206K 0.07% NEW $27.30 +17.4%
146 WEC WEC ENERGY GROUP INC Utilities 1,793.0 $205K 0.07% NEW $114.56 -4.7%
147 IWF ISHARES TR 437.0 $204K 0.07% NEW $467.91 -73.5%
148 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 2,275.0 $204K 0.07% NEW $89.75 -33.5%
149 BIL SPDR SERIES TRUST 2,217.0 $203K 0.07% NEW $91.75 -0.2%
150 EQNR EQUINOR ASA Energy 8,329.0 $203K 0.07% NEW $24.38 +61.9%
151 GILD GILEAD SCIENCES INC Healthcare 1,824.0 $202K 0.07% NEW $111.00 +16.7%
152 GNL GLOBAL NET LEASE INC Real Estate 24,876.0 $202K 0.07% NEW $8.13 +13.5%
153 IJH ISHARES TR 3,084.0 $201K 0.07% NEW $65.26 +10.6%
154 GERN GERON CORP Healthcare 102,924.0 $141K 0.05% NEW $1.37 -5.8%
155 MITK MITEK SYS INC Technology 11,338.0 $111K 0.04% NEW $9.77 +46.0%
156 VALE VALE S A Basic Materials 10,078.0 $109K 0.04% NEW $10.86 +50.3%
157 PLUG PLUG POWER INC Industrials 36,798.0 $86K 0.03% NEW $2.33 +62.2%
158 PPT PUTNAM PREMIER INCOME TR Financial Services 22,436.0 $83K 0.03% NEW $3.69 -6.8%
159 LYG LLOYDS BANKING GROUP PLC Financial Services 17,991.0 $82K 0.03% NEW $4.54 +11.2%
160 MBOT MICROBOT MED INC Healthcare 21,255.0 $65K 0.02% NEW $3.05 -41.6%
Page 8 of 9  ·  166 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 37.7%
Communication Services 20.9%
Consumer Cyclical 12.8%
Financial Services 9.8%
Energy 5.2%
Healthcare 4.9%
Industrials 4.1%
Consumer Defensive 2.0%
Utilities 1.5%
Real Estate 0.7%