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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 2 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,674.0 $2.7M 0.84% -179.0 -4.7% $746.86 +2.0%
22 MGK VANGUARD WORLD FD 29,084.0 $2.6M 0.79% +24K +505.9% $87.91 +1.3%
23 GOOG ALPHABET INC 6,755.0 $2.4M 0.73% +3K +91.1% $353.34
24 QQQ INVESCO QQQ TR Financial Services 3,217.0 $2.4M 0.73% +32.0 +1.0% $736.40 -3.9%
25 XOM EXXON MOBIL CORP Energy 16,452.0 $2.2M 0.69% -4K -18.4% $136.72 +20.4%
26 STIP ISHARES TR 21,101.0 $2.2M 0.66% $102.16 -1.4%
27 IVV ISHARES TR 2,811.0 $2.1M 0.65% -168.0 -5.6% $748.85 +2.2%
28 BE BLOOM ENERGY CORP Industrials 6,494.0 $2.0M 0.61% +100.0 +1.6% $302.70 -29.4%
29 BOEING CO 28,875.0 $1.9M 0.60% -2K -6.2% $67.30
30 AGG ISHARES TR 19,158.0 $1.9M 0.58% +136.0 +0.7% $98.98 -2.2%
31 SBUX STARBUCKS CORP Consumer Cyclical 17,366.0 $1.8M 0.55% +394.0 +2.3% $102.19 +3.9%
32 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,841.0 $1.7M 0.53% -15.0 -0.8% $935.37 +0.5%
33 V VISA INC Financial Services 4,871.0 $1.7M 0.52% -885.0 -15.4% $343.12 +8.6%
34 AXP AMERICAN EXPRESS CO Financial Services 4,814.0 $1.6M 0.50% +794.0 +19.8% $338.27 -4.2%
35 TTAN SERVICETITAN INC Technology 22,298.0 $1.6M 0.49% NEW $70.71 +35.0%
36 JNJ JOHNSON & JOHNSON Healthcare 6,179.0 $1.6M 0.48% +45.0 +0.7% $253.98 +6.8%
37 VYM VANGUARD WHITEHALL FDS 9,929.0 $1.6M 0.48% -80.0 -0.8% $158.03 +3.3%
38 PFE PFIZER INC Healthcare 64,489.0 $1.6M 0.48% -4K -5.5% $24.08 +18.6%
39 WFC WELLS FARGO & CO Financial Services 18,523.0 $1.5M 0.47% -604.0 -3.2% $82.64 +5.3%
40 WMT WALMART INC Consumer Defensive 13,510.0 $1.5M 0.47% +471.0 +3.6% $113.26 -6.5%
Page 2 of 10  ·  188 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%