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Portfolio (Quarterly) Guide ↗

Foundry Financial Group, Inc.

· CIK 0002007960
13F Portfolio $231M AUM 80 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 35 Added 19 Reduced 2 Exited
Page 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHV ISHARES TR 22,184.0 $2.4M 1.06% +163.0 +0.7% $110.35 -0.2%
22 CME CME GROUP INC Financial Services 9,449.0 $2.1M 0.90% $220.83 +27.4%
23 IBDT ISHARES TR 76,597.0 $1.9M 0.84% $25.25 -0.6%
24 QUAL ISHARES TR 8,557.0 $1.9M 0.81% -2K -18.4% $219.43 +1.4%
25 ISHARES TR 76,878.0 $1.7M 0.74% +756.0 +1.0% $22.14
26 ISHARES TR 75,426.0 $1.7M 0.73% +939.0 +1.3% $22.37
27 IBDR ISHARES TR 68,724.0 $1.7M 0.72% -2K -3.1% $24.23 -0.2%
28 JHML JOHN HANCOCK EXCHANGE TRADED 17,407.0 $1.6M 0.67% -2K -9.4% $89.18 +2.0%
29 IBDU ISHARES TR 62,759.0 $1.5M 0.63% $23.16 -0.9%
30 AAPL APPLE INC Technology 4,575.0 $1.3M 0.57% +612.0 +15.4% $289.36 +10.6%
31 NVDA NVIDIA CORPORATION Technology 6,506.0 $1.3M 0.56% -225.0 -3.3% $200.09 +15.1%
32 ISHARES TR 59,547.0 $1.3M 0.56% +380.0 +0.6% $21.65
33 SHY ISHARES TR 14,546.0 $1.2M 0.52% -666.0 -4.4% $82.11 -0.5%
34 AMZN AMAZON COM INC Consumer Cyclical 4,513.0 $1.1M 0.47% +2K +85.3% $238.34 +8.5%
35 IBDV ISHARES TR 42,540.0 $927K 0.40% +2K +5.9% $21.80 -1.5%
36 ISHARES TR 36,835.0 $843K 0.36% -2K -5.5% $22.89
37 ISHARES TR 40,117.0 $784K 0.34% +3K +7.5% $19.54
38 MSFT MICROSOFT CORP Technology 2,081.0 $776K 0.34% $373.02 +34.0%
39 GOOG ALPHABET INC 1,715.0 $606K 0.26% -219.0 -11.3% $353.33
40 MU MICRON TECHNOLOGY INC Technology 509.0 $588K 0.25% -104.0 -17.0% $1154.29 -11.9%
Page 2 of 4  ·  80 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 49.7%
Financial Services 24.7%
Consumer Cyclical 13.8%
Communication Services 7.6%
Healthcare 4.2%