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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 9 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AOA ISHARES TR 2,300.0 $225K 0.07% $97.62 +0.6%
162 MLI MUELLER INDS INC Industrials 1,816.0 $223K 0.07% +62.0 +3.5% $122.93 -50.3%
163 MET METLIFE INC Financial Services 2,608.0 $221K 0.07% -33.0 -1.2% $84.61 +11.6%
164 IWF ISHARES TR 1,750.0 $217K 0.07% +1K +300.5% $124.14 -2.4%
165 BXP BXP INC Real Estate 3,250.0 $216K 0.07% -1K -31.1% $66.31 +1.1%
166 WEC WEC ENERGY GROUP INC Utilities 1,837.0 $215K 0.07% NEW $116.77 -9.1%
167 DFEV DIMENSIONAL ETF TRUST 4,974.0 $212K 0.07% NEW $42.67 -0.1%
168 UBRL GRANITESHARES ETF TR 14,100.0 $210K 0.07% NEW $14.90 +4.7%
169 KO COCA COLA CO Consumer Defensive 2,550.0 $207K 0.06% NEW $81.26 +8.3%
170 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,872.0 $205K 0.06% NEW $109.77 -2.5%
171 KEY KEYCORP Financial Services 8,800.0 $203K 0.06% NEW $23.05 -8.0%
172 VO VANGUARD INDEX FDS 2,509.0 $202K 0.06% NEW $80.58 +0.9%
173 IVE ISHARES TR 890.0 $202K 0.06% NEW $227.06 +3.8%
174 STWD STARWOOD PPTY TR INC Real Estate 11,349.0 $186K 0.06% +500.0 +4.6% $16.38 -5.2%
175 GERN GERON CORP Healthcare 117,424.0 $150K 0.05% +24K +25.0% $1.28 +15.6%
176 PLUG PLUG PWR INC Industrials 40,748.0 $110K 0.03% +4K +10.7% $2.71 -22.9%
177 SOUN SOUNDHOUND AI INC Technology 16,755.0 $108K 0.03% NEW $6.47 +5.9%
178 LYG LLOYDS BANKING GROUP PLC Financial Services 17,949.0 $105K 0.03% $5.83 +1.4%
179 BITU PROSHARES TR 10,000.0 $81K 0.03% NEW $8.12 +63.8%
180 PPT PUTNAM PREMIER INCOME TR Financial Services 22,436.0 $78K 0.02% $3.49 -2.0%
Page 9 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%