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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 7 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VV VANGUARD INDEX FDS 1,011.0 $348K 0.11% +6.0 +0.6% $344.00 +2.0%
122 RKLB ROCKET LAB CORP Industrials 3,386.0 $344K 0.11% NEW $101.65 -38.5%
123 MGV VANGUARD WORLD FD 2,102.0 $344K 0.11% -69.0 -3.2% $163.45 +1.8%
124 NKE NIKE INC Consumer Cyclical 8,027.0 $330K 0.10% NEW $41.05 -7.1%
125 AGNC AGNC INVT CORP Real Estate 29,705.0 $324K 0.10% +5K +18.3% $10.90 -2.8%
126 DUK DUKE ENERGY CORP NEW Utilities 2,550.0 $323K 0.10% +35.0 +1.4% $126.58 -4.9%
127 DISV DIMENSIONAL ETF TRUST 8,034.0 $322K 0.10% +196.0 +2.5% $40.13 +10.2%
128 VUG VANGUARD INDEX FDS 3,702.0 $319K 0.10% +3K +563.4% $86.13 +1.4%
129 IYH ISHARES TR 4,706.0 $315K 0.10% -93.0 -1.9% $67.01 +8.0%
130 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 12,511.0 $314K 0.10% -633.0 -4.8% $25.06 +14.3%
131 AMLP ALPS ETF TR 5,830.0 $302K 0.09% -450.0 -7.2% $51.85 +7.7%
132 IJK ISHARES TR 2,560.0 $301K 0.09% $117.50 -5.0%
133 UYG PROSHARES TR 3,510.0 $300K 0.09% $85.57 +12.3%
134 XEL XCEL ENERGY INC Utilities 3,634.0 $292K 0.09% $80.31 -5.5%
135 SLV ISHARES SILVER TR Financial Services 5,346.0 $286K 0.09% -2K -28.6% $53.47 +8.3%
136 ENERGY TRANSFER L P 24,500.0 $281K 0.09% NEW $11.46
137 TOL TOLL BROTHERS INC Consumer Cyclical 1,687.0 $278K 0.09% NEW $164.75 -14.9%
138 SCHD SCHWAB STRATEGIC TR 8,747.0 $277K 0.09% +1K +16.0% $31.71 +9.8%
139 SO SOUTHERN CO Utilities 2,871.0 $275K 0.09% -67.0 -2.3% $95.72 -8.0%
140 IEMG ISHARES INC 3,297.0 $273K 0.08% $82.84 -1.7%
Page 7 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%