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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 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFEB INNOVATOR ETFS TRUST 13,512.0 $582K 0.25% -105.0 -0.8% $43.06 +2.4%
42 IBMO ISHARES TR 22,141.0 $568K 0.24% -3K -10.4% $25.64 -0.1%
43 GOOGL ALPHABET INC Communication Services 1,488.0 $532K 0.23% +76.0 +5.4% $357.37 -5.3%
44 IBMP ISHARES TR 20,502.0 $521K 0.23% $25.42 -0.4%
45 EFV ISHARES TR 6,756.0 $517K 0.22% +878.0 +14.9% $76.55 +8.4%
46 AVGO BROADCOM INC Technology 1,312.0 $496K 0.21% +15.0 +1.2% $377.75 -5.3%
47 SEI EXCHANGE TRADED FUNDS 11,944.0 $479K 0.21% NEW $40.10
48 TSLA TESLA INC Consumer Cyclical 1,102.0 $464K 0.20% +431.0 +64.2% $420.60 -15.8%
49 VLUE ISHARES TR 2,108.0 $421K 0.18% -1K -33.2% $199.81 +2.9%
50 BLACKROCK ETF TRUST II 8,227.0 $410K 0.18% +607.0 +8.0% $49.80
51 IJR ISHARES TR 2,446.0 $363K 0.16% -234.0 -8.7% $148.31 -2.0%
52 WDC WESTERN DIGITAL CORP Technology 506.0 $323K 0.14% NEW $638.72 -26.8%
53 META META PLATFORMS INC Communication Services 554.0 $312K 0.14% -4.0 -0.7% $563.29 +9.5%
54 PNOV INNOVATOR ETFS TRUST 6,827.0 $303K 0.13% -411.0 -5.7% $44.35 +2.7%
55 JPM JPMORGAN CHASE & CO Financial Services 840.0 $275K 0.12% +139.0 +19.8% $327.33 +9.6%
56 LLY ELI LILLY & CO Healthcare 227.0 $272K 0.12% -50.0 -18.1% $1199.43 -4.3%
57 ISHARES TR 10,468.0 $271K 0.12% +394.0 +3.9% $25.87
58 CSCO CISCO SYS INC Technology 2,263.0 $266K 0.12% NEW $117.46 -7.0%
59 AMD ADVANCED MICRO DEVICES INC Technology 448.0 $260K 0.11% NEW $580.91 -17.8%
60 BERKSHIRE HATHAWAY INC DEL 504.0 $252K 0.11% +8.0 +1.6% $500.39
Page 3 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%