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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 5 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IGSB ISHARES TR 13,282.0 $696K 0.21% -297.0 -2.2% $52.41 -1.2%
82 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 717.0 $692K 0.21% NEW $965.00 -15.4%
83 AMGN AMGEN INC Healthcare 1,870.0 $677K 0.21% -373.0 -16.6% $362.18 +21.0%
84 LQD ISHARES TR 6,116.0 $667K 0.20% +160.0 +2.7% $109.07 -3.5%
85 GEV GE VERNOVA INC Utilities 565.0 $664K 0.20% -3.0 -0.5% $1174.37 -23.5%
86 GSK GSK PLC Healthcare 12,240.0 $642K 0.20% -761.0 -5.8% $52.42 -3.4%
87 MESOBLAST LTD 47,421.0 $642K 0.20% +1K +2.8% $13.53
88 HD HOME DEPOT INC Consumer Cyclical 1,762.0 $621K 0.19% -176.0 -9.1% $352.63 -9.3%
89 SHOP SHOPIFY INC Technology 5,286.0 $604K 0.19% -164.0 -3.0% $114.18 +22.5%
90 SPG SIMON PPTY GROUP INC NEW Real Estate 2,638.0 $590K 0.18% $223.61 -5.3%
91 SPACE EXPLORATION TECHN CORP 3,428.0 $586K 0.18% NEW $170.87
92 SCHW SCHWAB CHARLES CORP Financial Services 6,312.0 $582K 0.18% $92.27 +17.4%
93 DFSV DIMENSIONAL ETF TRUST 14,917.0 $579K 0.18% -808.0 -5.1% $38.79 +1.9%
94 OXY OCCIDENTAL PETE CORP Energy 11,465.0 $557K 0.17% +900.0 +8.5% $48.57 +25.5%
95 CVBF CVB FINL CORP Financial Services 24,376.0 $550K 0.17% $22.55 -3.0%
96 NOW SERVICENOW INC Technology 5,307.0 $527K 0.16% NEW $99.28 +43.9%
97 MCD MCDONALDS CORP Consumer Cyclical 1,946.0 $526K 0.16% +104.0 +5.7% $270.31 -3.4%
98 IBIT ISHARES BITCOIN TRUST ETF Financial Services 15,375.0 $512K 0.16% +4K +40.8% $33.29 +31.4%
99 SPXS DIREXION SHARES ETF TRUST 19,300.0 $511K 0.16% $26.49 -4.8%
100 VHT VANGUARD WORLD FD 1,709.0 $511K 0.16% +12.0 +0.7% $298.97 +7.6%
Page 5 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%