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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 23 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VFMO VANGUARD U.S. MOMENTUM FACTOR ETF 67.0 $17K 0.00% NEW $249.51 -6.8%
442 HAS HASBRO INC COM Consumer Cyclical 200.0 $17K 0.00% NEW $82.59 +13.3%
443 TJX TJX COS INC NEW COM Consumer Cyclical 109.0 $17K 0.00% NEW $151.50 -7.3%
444 PRU PRUDENTIAL FINL INC COM Financial Services 153.0 $17K 0.00% NEW $107.93 +12.3%
445 BLK BLACKROCK INC COM Financial Services 17.0 $16K 0.00% NEW $963.94 +20.0%
446 IRM IRON MTN INC DEL COM Real Estate 128.0 $16K 0.00% NEW $126.31 -3.4%
447 BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 257.0 $16K 0.00% NEW $62.65 +0.5%
448 MPC MARATHON PETE CORP COM Energy 62.0 $16K 0.00% NEW $255.68 +41.1%
449 SPIP STATE STREET SPDR PORTFOLIO TIPS ETF 608.0 $16K 0.00% NEW $25.66 -2.2%
450 EFV ISHARES MSCI EAFE VALUE ETF 203.0 $16K 0.00% NEW $76.66 +7.3%
451 TER TERADYNE INC COM Technology 32.0 $15K 0.00% NEW $483.84 -22.3%
452 STN STANTEC INC COM Industrials 222.0 $15K 0.00% NEW $68.99 +7.4%
453 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 280.0 $15K 0.00% NEW $54.54 +9.1%
454 FSMB FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF 756.0 $15K 0.00% NEW $19.99 -0.6%
455 IBIT ISHARES BITCOIN TRUST ETF Financial Services 449.0 $15K 0.00% NEW $33.29 +31.2%
456 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 503.0 $15K 0.00% NEW $29.54 -2.9%
457 CLPT CLEARPOINT NEURO INC COM Healthcare 832.0 $15K 0.00% NEW $17.84 -13.7%
458 QTUM DEFIANCE QUANTUM ETF 89.0 $15K 0.00% NEW $166.22 -9.5%
459 SCHH SCHWAB U.S. REIT ETF 623.0 $15K 0.00% NEW $23.69 +1.5%
460 ENB ENBRIDGE INC COM Energy 270.0 $15K 0.00% NEW $54.21 -6.9%
Page 23 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%