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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 11 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IQDY FLEXSHARES TR 9,319.0 $398K 0.07% NEW $42.73 +2.1%
202 TSCO TRACTOR SUPPLY CO Consumer Cyclical 12,553.0 $397K 0.07% NEW $31.61 +13.6%
203 VTIP VANGUARD MALVERN FDS 7,891.0 $396K 0.07% NEW $50.23 -0.9%
204 FLDR FIDELITY MERRIMACK STR TR 7,866.0 $394K 0.07% NEW $50.11 +0.1%
205 ORCL ORACLE CORP Technology 2,655.0 $389K 0.07% NEW $146.54 -2.8%
206 DE DEERE & CO Industrials 611.0 $388K 0.07% NEW $634.71 +2.2%
207 CSX CSX CORP Industrials 8,135.0 $387K 0.07% NEW $47.53 +8.2%
208 EPD ENTERPRISE PRODS PARTNERS L 10,470.0 $385K 0.07% NEW $36.76
209 XLI SELECT SECTOR SPDR TR 2,068.0 $383K 0.07% NEW $185.23 -3.4%
210 PCEF INVESCO EXCH TRADED FD TR II 18,669.0 $379K 0.07% NEW $20.31 -0.9%
211 VEU VANGUARD INTL EQUITY INDEX F 4,483.0 $375K 0.07% NEW $83.75 +1.7%
212 NVO NOVO-NORDISK A S Healthcare 7,811.0 $374K 0.07% NEW $47.94 -2.1%
213 COP CONOCOPHILLIPS Energy 3,578.0 $372K 0.07% NEW $103.96 +28.3%
214 WFC WELLS FARGO & CO Financial Services 4,450.0 $368K 0.06% NEW $82.64 +2.5%
215 IRM IRON MTN INC DEL Real Estate 2,857.0 $361K 0.06% NEW $126.31 -4.1%
216 FFLC FIDELITY COVINGTON TRUST 6,115.0 $360K 0.06% NEW $58.91 +1.2%
217 RSP INVESCO EXCHANGE TRADED FD T 1,692.0 $360K 0.06% NEW $212.82 +4.3%
218 ED CONSOLIDATED EDISON INC Utilities 3,255.0 $360K 0.06% NEW $110.62 -2.6%
219 IJR ISHARES TR 2,401.0 $356K 0.06% NEW $148.32 -1.0%
220 GPIQ GOLDMAN SACHS ETF TR 5,985.0 $355K 0.06% NEW $59.31 -5.3%
Page 11 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%