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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 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IGSB ISHARES TR 13,282.0 $696K 0.21% -297.0 -2.2% $52.41 -1.2%
42 AMGN AMGEN INC Healthcare 1,870.0 $677K 0.21% -373.0 -16.6% $362.18 +21.0%
43 GEV GE VERNOVA INC Utilities 565.0 $664K 0.20% -3.0 -0.5% $1174.37 -23.5%
44 GSK GSK PLC Healthcare 12,240.0 $642K 0.20% -761.0 -5.8% $52.42 -3.4%
45 HD HOME DEPOT INC Consumer Cyclical 1,762.0 $621K 0.19% -176.0 -9.1% $352.63 -9.3%
46 SHOP SHOPIFY INC Technology 5,286.0 $604K 0.19% -164.0 -3.0% $114.18 +22.5%
47 DFSV DIMENSIONAL ETF TRUST 14,917.0 $579K 0.18% -808.0 -5.1% $38.79 +1.9%
48 PYPL PAYPAL HLDGS INC Financial Services 11,509.0 $497K 0.15% -2K -12.6% $43.18 +21.3%
49 BND VANGUARD BD INDEX FDS 6,091.0 $447K 0.14% -1K -15.2% $73.41 -2.2%
50 PM PHILIP MORRIS INTL INC Consumer Defensive 2,458.0 $445K 0.14% -130.0 -5.0% $180.89 +3.5%
51 XHR XENIA HOTELS & RESORTS INC Real Estate 21,762.0 $443K 0.14% -7K -23.0% $20.36 -10.2%
52 EME EMCOR GROUP INC Industrials 506.0 $420K 0.13% -34.0 -6.3% $829.88 -11.4%
53 VOD VODAFONE GROUP PLC Communication Services 30,693.0 $406K 0.12% -3K -8.8% $13.22 +21.4%
54 FBND FIDELITY MERRIMACK STR TR 8,674.0 $395K 0.12% -1K -11.5% $45.49 -1.9%
55 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 10,507.0 $356K 0.11% -552.0 -5.0% $33.88 +6.8%
56 MGV VANGUARD WORLD FD 2,102.0 $344K 0.11% -69.0 -3.2% $163.45 +1.8%
57 IYH ISHARES TR 4,706.0 $315K 0.10% -93.0 -1.9% $67.01 +8.0%
58 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 12,511.0 $314K 0.10% -633.0 -4.8% $25.06 +14.3%
59 AMLP ALPS ETF TR 5,830.0 $302K 0.09% -450.0 -7.2% $51.85 +7.7%
60 SLV ISHARES SILVER TR Financial Services 5,346.0 $286K 0.09% -2K -28.6% $53.47 +8.3%
Page 3 of 4  ·  70 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%