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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 8 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BLOCK INC 3,522.0 $268K 0.08% -213.0 -5.7% $76.00
142 BFLY BUTTERFLY NETWORK INC Healthcare 31,720.0 $267K 0.08% $8.42 -2.8%
143 TGT TARGET CORP Consumer Defensive 1,981.0 $259K 0.08% -89.0 -4.3% $130.59 +25.4%
144 UNP UNION PAC CORP Industrials 951.0 $259K 0.08% +21.0 +2.3% $271.94 +6.9%
145 IJH ISHARES TR 3,306.0 $255K 0.08% $77.11 -3.3%
146 CRWD CROWDSTRIKE HLDGS INC Technology 334.0 $255K 0.08% NEW $190.79 +12.7%
147 SCHF SCHWAB STRATEGIC TR 9,194.0 $255K 0.08% NEW $27.70 +0.9%
148 DAL DELTA AIR LINES INC Industrials 2,710.0 $254K 0.08% NEW $93.67 -18.4%
149 IEF ISHARES TR 2,664.0 $252K 0.08% -83.0 -3.0% $94.57 -2.6%
150 GNL GLOBAL NET LEASE INC Real Estate 27,365.0 $245K 0.07% +3K +10.2% $8.94 +2.1%
151 SHW SHERWIN WILLIAMS CO Basic Materials 703.0 $242K 0.07% -12.0 -1.7% $344.32 -4.2%
152 OUSTER INC 3,827.0 $239K 0.07% NEW $62.52
153 XLF SELECT SECTOR SPDR TR 4,417.0 $237K 0.07% -98.0 -2.2% $53.61 +6.7%
154 GRAB GRAB HOLDINGS LIMITED Technology 61,600.0 $232K 0.07% NEW $3.77 -8.4%
155 PEP PEPSICO INC Consumer Defensive 1,709.0 $231K 0.07% +12.0 +0.7% $135.40 +3.2%
156 FCX FREEPORT MCMORAN INC Basic Materials 3,634.0 $229K 0.07% -399.0 -9.9% $62.89 +15.2%
157 MITK MITEK SYS INC Technology 11,338.0 $228K 0.07% $20.13 -11.4%
158 IMTM ISHARES TR 4,274.0 $228K 0.07% -100.0 -2.3% $53.33 -0.7%
159 CSCO CISCO SYS INC Technology 1,931.0 $227K 0.07% NEW $117.46 -6.6%
160 FDX FEDEX CORP Industrials 724.0 $227K 0.07% +24.0 +3.4% $312.98 +3.8%
Page 8 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%