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Portfolio (Quarterly) Guide ↗

Constant Guidance Financial LLC

· CIK 0001995383
13F Portfolio $159M AUM 67 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 33 New 21 Added 11 Reduced 8 Exited
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HON HONEYWELL INTL INC Industrials 1,107.0 $248K 0.16% -1K -54.7% $223.90 -2.9%
62 CMCSA COMCAST CORP NEW Communication Services 9,400.0 $231K 0.14% NEW $24.55 +10.2%
63 TGTX TG THERAPEUTICS INC Healthcare 4,190.0 $230K 0.14% NEW $54.94 -1.8%
64 SCHF SCHWAB STRATEGIC TR 8,203.0 $227K 0.14% -1K -14.7% $27.70 +2.2%
65 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,403.0 $213K 0.13% NEW $33.29 +31.9%
66 NEE NEXTERA ENERGY INC Utilities 2,403.0 $211K 0.13% +100.0 +4.3% $87.77 -6.8%
67 VUG VANGUARD INDEX FDS 2,406.0 $207K 0.13% NEW $86.14 +2.8%
Page 4 of 4  ·  67 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
Financial Services 44.1%
Technology 13.5%
Utilities 10.6%
Communication Services 10.4%
Consumer Cyclical 8.7%
Healthcare 5.2%
Consumer Defensive 2.1%
Energy 2.1%
Real Estate 1.9%
Industrials 1.4%