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Portfolio (Quarterly) Guide ↗

Southland Equity Partners LLC

· CIK 0002006517
13F Portfolio $571M AUM 306 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 306 New
Page 15 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AMLP ALPS ETF TR 4,445.0 $230K 0.04% NEW $51.85 +5.6%
282 NOC NORTHROP GRUMMAN CORP Industrials 446.0 $227K 0.04% NEW $509.65 +8.1%
283 SPIP SPDR SERIES TRUST 8,786.0 $226K 0.04% NEW $25.68 -2.3%
284 VXUS VANGUARD STAR FDS 2,602.0 $222K 0.04% NEW $85.49 +2.6%
285 ITW ILLINOIS TOOL WKS INC Industrials 817.0 $221K 0.04% NEW $270.51 +4.4%
286 DDFJ INNOVATOR ETFS TRUST 11,160.0 $221K 0.04% NEW $19.77 +1.3%
287 XBI SPDR SERIES TRUST 1,371.0 $217K 0.04% NEW $158.25 +4.7%
288 MDT MEDTRONIC PLC Healthcare 2,755.0 $215K 0.04% NEW $78.22 +19.3%
289 TOTALENERGIES SE 2,761.0 $215K 0.04% NEW $77.76
290 PPL PPL CORP Utilities 5,890.0 $214K 0.04% NEW $36.35 -5.4%
291 INNOVATOR ETFS TRUST 9,671.0 $212K 0.04% NEW $21.97
292 CGGR CAPITAL GROUP GROWTH ETF 4,475.0 $211K 0.04% NEW $47.20 -0.4%
293 FTSL FIRST TR EXCHANGE-TRADED FD 4,702.0 $210K 0.04% NEW $44.75 +0.0%
294 QQQA PROSHARES TR 2,458.0 $210K 0.04% NEW $85.27 -17.2%
295 SMH VANECK ETF TRUST 315.0 $207K 0.04% NEW $655.89 -14.6%
296 TT TRANE TECHNOLOGIES PLC Industrials 420.0 $206K 0.04% NEW $491.16 -7.7%
297 ISRG INTUITIVE SURGICAL INC Healthcare 518.0 $206K 0.04% NEW $397.68 -4.7%
298 AXP AMERICAN EXPRESS CO Financial Services 609.0 $206K 0.04% NEW $338.04 -0.6%
299 VYMI VANGUARD WHITEHALL FDS 2,096.0 $206K 0.04% NEW $98.19 +7.2%
300 LRCX LAM RESEARCH CORP Technology 474.0 $205K 0.04% NEW $433.33 -27.5%
Page 15 of 16  ·  306 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 34.6%
Financial Services 14.9%
Healthcare 10.6%
Consumer Cyclical 10.5%
Consumer Defensive 8.9%
Energy 5.6%
Real Estate 4.8%
Industrials 4.2%
Communication Services 3.1%
Utilities 2.9%