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Portfolio (Quarterly) Guide ↗

CULTIVAR CAPITAL, INC.

· CIK 0001989476
13F Portfolio $155M AUM 40 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 14 Added 4 Reduced 7 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KO COCA COLA CO Consumer Defensive 6,505.0 $529K 0.34% +52.0 +0.8% $81.27 +10.3%
22 USB US BANCORP Financial Services 8,750.0 $528K 0.34% $60.40 +3.4%
23 OKE ONEOK INC NEW Energy 5,785.0 $503K 0.32% $86.94 +9.0%
24 TXN TEXAS INSTRS INC Technology 1,668.0 $497K 0.32% $298.07 -13.2%
25 GSK GSK PLC Healthcare 6,309.0 $331K 0.21% +81.0 +1.3% $52.42 -3.1%
26 LUV SOUTHWEST AIRLS CO Industrials 6,310.0 $324K 0.21% $51.42 -22.9%
27 VTEB VANGUARD MUN BD FDS 6,375.0 $322K 0.21% $50.58 -2.3%
28 VLO VALERO ENERGY CORP Energy 1,228.0 $320K 0.21% $260.44 +35.3%
29 VMBS VANGUARD SCOTTSDALE FDS 6,755.0 $316K 0.20% $46.81 -1.3%
30 SO SOUTHERN CO Utilities 3,036.0 $291K 0.19% +31.0 +1.0% $95.71 -7.8%
31 DUK DUKE ENERGY CORP NEW Utilities 2,258.0 $286K 0.18% +23.0 +1.0% $126.58 -5.0%
32 DE DEERE & CO Industrials 400.0 $254K 0.16% $634.33 -0.6%
33 CSCO CISCO SYS INC Technology 2,115.0 $248K 0.16% NEW $117.46 -6.4%
34 TSLA TESLA INC Consumer Cyclical 579.0 $244K 0.16% +3.0 +0.5% $420.60 -17.1%
35 XLE SELECT SECTOR SPDR TR 4,430.0 $235K 0.15% $53.11 +18.0%
36 PRU PRUDENTIAL FINL INC Financial Services 2,146.0 $232K 0.15% $107.93 +11.0%
37 RTX RTX CORPORATION Industrials 1,204.0 $228K 0.15% $189.73 +11.6%
38 BERKSHIRE HATHAWAY INC DEL 435.0 $218K 0.14% $500.39
39 NEE NEXTERA ENERGY INC Utilities 2,405.0 $211K 0.14% $87.77 -6.8%
40 PFE PFIZER INC Healthcare 8,413.0 $203K 0.13% -189.0 -2.2% $24.08 +16.1%
Page 2 of 2  ·  40 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
Real Estate 39.9%
Financial Services 30.7%
Technology 8.6%
Healthcare 6.3%
Industrials 4.6%
Utilities 4.0%
Energy 3.9%
Consumer Defensive 1.4%
Consumer Cyclical 0.7%