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Portfolio (Quarterly) Guide ↗

Tidemark, LLC

· CIK 0002009591
13F Portfolio $444M AUM 935 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 935 New
Page 16 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 JHML JOHN HANCOCK MULTIFACTOR LARGE CAP ETF 588.0 $52K 0.01% NEW $89.24 +2.0%
302 CMCSA COMCAST CORP NEW CL A Communication Services 2,128.0 $52K 0.01% NEW $24.54 +9.4%
303 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 1,007.0 $52K 0.01% NEW $51.79 +1.1%
304 PM PHILIP MORRIS INTL INC COM Consumer Defensive 286.0 $52K 0.01% NEW $181.08 +3.9%
305 EA ELECTRONIC ARTS INC COM Communication Services 251.0 $51K 0.01% NEW $205.04 +2.3%
306 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 358.0 $51K 0.01% NEW $141.70 +3.2%
307 HCA HCA HEALTHCARE INC COM Healthcare 130.0 $51K 0.01% NEW $389.89 +10.1%
308 IMRX IMMUNEERING CORP CLASS A COM Healthcare 10,000.0 $50K 0.01% NEW $4.99 +6.2%
309 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 948.0 $50K 0.01% NEW $52.41 -0.6%
310 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 231.0 $49K 0.01% NEW $212.77 +4.2%
311 SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 1,853.0 $49K 0.01% NEW $26.22 -4.3%
312 IYW ISHARES U.S. TECHNOLOGY ETF 190.0 $48K 0.01% NEW $252.23 -2.0%
313 VZ VERIZON COMMUNICATIONS INC COM Communication Services 1,123.0 $48K 0.01% NEW $42.32 +16.8%
314 IDNA ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF 1,407.0 $47K 0.01% NEW $33.75 +18.8%
315 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 578.0 $47K 0.01% NEW $82.11 -0.1%
316 IYH ISHARES U.S. HEALTHCARE ETF 705.0 $47K 0.01% NEW $67.01 +10.3%
317 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 395.0 $46K 0.01% NEW $117.09 +0.7%
318 FENI FIDELITY ENHANCED INTERNATIONAL ETF 1,148.0 $46K 0.01% NEW $40.12 +4.0%
319 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 421.0 $46K 0.01% NEW $109.07 -2.9%
320 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 2,401.0 $46K 0.01% NEW $19.12 +10.8%
Page 16 of 47  ·  935 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 31.1%
Technology 29.7%
Consumer Cyclical 12.5%
Industrials 8.7%
Healthcare 6.2%
Communication Services 4.3%
Energy 2.6%
Consumer Defensive 2.2%
Utilities 1.5%
Real Estate 1.1%