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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 29 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 TFC TRUIST FINL CORP COM Financial Services 127.0 $6K 0.00% NEW $49.82 +1.2%
562 MJ AMPLIFY ALTERNATIVE HARVEST ETF 241.0 $6K 0.00% NEW $25.75 +2.3%
563 ACHR ARCHER AVIATION INC COM CL A Industrials 1,312.0 $6K 0.00% NEW $4.73 +33.2%
564 FIDELITY MSCI HEALTH CARE INDEX ETF 80.0 $6K 0.00% NEW $77.25
565 AXON AXON ENTERPRISE INC COM Industrials 11.0 $6K 0.00% NEW $560.64 +12.0%
566 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 136.0 $6K 0.00% NEW $45.34 -5.7%
567 ETSY INC COM 81.0 $6K 0.00% NEW $75.33
568 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 120.0 $6K 0.00% NEW $50.83 +5.3%
569 BLCR ISHARES LARGE CAP CORE ACTIVE ETF 121.0 $6K 0.00% NEW $50.37 -2.5%
570 THQ ABRDN HEALTHCARE OPPORTUNITIES SHS Financial Services 320.0 $6K 0.00% NEW $18.73 +6.3%
571 LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF 33.0 $6K 0.00% NEW $181.45 +3.9%
572 ITRI ITRON INC COM Technology 69.0 $6K 0.00% NEW $86.54 +15.6%
573 ITW ILLINOIS TOOL WKS INC COM Industrials 22.0 $6K 0.00% NEW $270.45 +4.4%
574 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 18.0 $6K 0.00% NEW $330.44 -1.2%
575 ISHARES DEFENSE INDUSTRIALS ACTIVE ETF 186.0 $6K 0.00% NEW $31.78
576 CRL CHARLES RIV LABS INTL INC COM Healthcare 26.0 $6K 0.00% NEW $226.81 +30.1%
577 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 50.0 $6K 0.00% NEW $117.28 +0.6%
578 LIT GLOBAL X LITHIUM & BATTERY TECH ETF 75.0 $6K 0.00% NEW $77.76 -1.5%
579 XCEM COLUMBIA EM CORE EX-CHINA ETF 109.0 $6K 0.00% NEW $53.09 -4.7%
580 COKE COCA COLA CONS INC COM Consumer Defensive 30.0 $6K 0.00% NEW $190.93 -1.0%
Page 29 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%