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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 24 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BX BLACKSTONE INC COM Financial Services 123.0 $14K 0.00% NEW $117.67 +21.8%
462 TXNM ENERGY INC COM 250.0 $14K 0.00% NEW $56.78
463 CSX CSX CORP COM Industrials 298.0 $14K 0.00% NEW $47.53 +8.5%
464 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 225.0 $14K 0.00% NEW $61.76 -9.0%
465 BP BP PLC SPONSORED ADR Energy 372.0 $14K 0.00% NEW $36.95 +21.1%
466 IREN IREN LIMITED ORDINARY SHARES Financial Services 300.0 $14K 0.00% NEW $45.73 -8.4%
467 JFIN JIAYIN GROUP INC SPONSORED ADS Communication Services 4,725.0 $14K 0.00% NEW $2.86 -15.0%
468 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 123.0 $14K 0.00% NEW $109.77 -0.4%
469 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 102.0 $13K 0.00% NEW $131.90 +2.6%
470 MOAT VANECK MORNINGSTAR WIDE MOAT ETF 129.0 $13K 0.00% NEW $103.96 +10.1%
471 F FORD MTR CO COM Consumer Cyclical 964.0 $13K 0.00% NEW $13.90 +3.7%
472 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 147.0 $13K 0.00% NEW $90.60 +14.1%
473 CION CION INVT CORP COM Financial Services 2,134.0 $13K 0.00% NEW $6.23 +17.7%
474 PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 613.0 $13K 0.00% NEW $21.66 -2.7%
475 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 26.0 $13K 0.00% NEW $504.23 +24.8%
476 APH AMPHENOL CORP CL A Technology 74.0 $13K 0.00% NEW $176.32 -11.0%
477 BE BLOOM ENERGY CORP COM CL A Industrials 43.0 $13K 0.00% NEW $302.70 -33.4%
478 HPQ HP INC COM Technology 592.0 $13K 0.00% NEW $21.94 +35.4%
479 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 436.0 $13K 0.00% NEW $29.28 +13.9%
480 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 48.0 $13K 0.00% NEW $264.73 +8.3%
Page 24 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%