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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 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ARCC ARES CAPITAL CORP Financial Services 80,850.0 $1.5M 0.46% +56K +228.0% $18.53 +7.4%
42 C CITIGROUP INC Financial Services 10,419.0 $1.5M 0.45% -722.0 -6.5% $139.95 -5.3%
43 LLY ELI LILLY & CO Healthcare 1,119.0 $1.3M 0.41% $1199.18 -3.3%
44 MO ALTRIA GROUP INC Consumer Defensive 18,389.0 $1.3M 0.41% -97.0 -0.5% $71.95 -3.3%
45 CAT CATERPILLAR INC Industrials 1,164.0 $1.2M 0.38% -171.0 -12.8% $1064.90 -26.8%
46 COP CONOCOPHILLIPS Energy 11,841.0 $1.2M 0.38% -851.0 -6.7% $103.96 +31.0%
47 CVX CHEVRON CORPORATION Energy 6,993.0 $1.2M 0.36% +142.0 +2.1% $165.76 +27.3%
48 T AT&T INC Communication Services 54,429.0 $1.1M 0.35% -1K -2.0% $20.70 +25.6%
49 FISV FISERV INC Technology 22,840.0 $1.1M 0.34% +17K +303.3% $49.05 +5.3%
50 GS GOLDMAN SACHS GROUP INC Financial Services 1,100.0 $1.1M 0.34% -106.0 -8.8% $1011.37 -0.9%
51 GLD SPDR GOLD TR Financial Services 2,954.0 $1.1M 0.34% +311.0 +11.8% $368.37 +7.7%
52 XLE SELECT SECTOR SPDR TR 19,404.0 $1.0M 0.32% -3K -13.8% $53.11 +22.0%
53 DVN DEVON ENERGY CORP NEW Energy 24,841.0 $1.0M 0.32% -2K -9.1% $41.32 +18.7%
54 WYNN WYNN RESORTS LTD Consumer Cyclical 10,504.0 $1.0M 0.31% -58.0 -0.6% $97.09 -6.7%
55 ORCL ORACLE CORP Technology 6,951.0 $1.0M 0.31% +1K +24.7% $146.55 -3.6%
56 MU MICRON TECHNOLOGY INC Technology 876.0 $1.0M 0.31% +76.0 +9.5% $1154.40 -19.1%
57 BMY BRISTOL-MYERS SQUIBB CO Healthcare 17,208.0 $992K 0.30% +735.0 +4.5% $57.62 +16.1%
58 LRCX LAM RESEARCH CORP Technology 2,286.0 $991K 0.30% -152.0 -6.2% $433.33 -33.0%
59 MS MORGAN STANLEY Financial Services 4,619.0 $966K 0.30% -288.0 -5.9% $209.04 +1.0%
60 INTC INTEL CORP Technology 6,705.0 $936K 0.29% +164.0 +2.5% $139.63 -36.3%
Page 3 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%