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Portfolio (Quarterly) Guide ↗

Sprinkle Financial Consultants LLC

· CIK 0002011593
13F Portfolio $255M AUM 104 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 47 Added 16 Reduced 5 Exited
Page 4 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SNDK SANDISK CORP Technology 300.0 $682K 0.27% NEW $2273.73 -23.5%
62 XVV ISHARES TR 11,931.0 $678K 0.27% $56.79 +4.0%
63 GOOG ALPHABET INC 1,912.0 $675K 0.27% $353.27
64 JPM JPMORGAN CHASE & CO Financial Services 2,018.0 $661K 0.26% +96.0 +5.0% $327.31 +9.6%
65 LIBERTY MEDIA CORP DEL 6,826.0 $649K 0.26% $95.14
66 GLD SPDR GOLD TR Financial Services 1,690.0 $623K 0.24% -20.0 -1.2% $368.38 +10.4%
67 MTZ MASTEC INC Industrials 1,468.0 $611K 0.24% -295.0 -16.7% $416.06 -43.0%
68 GE GE AEROSPACE Industrials 1,611.0 $602K 0.24% -222.0 -12.1% $373.73 -9.8%
69 IEFA ISHARES TR 6,137.0 $593K 0.23% +172.0 +2.9% $96.58 +4.7%
70 WDC WESTERN DIGITAL CORP Technology 900.0 $575K 0.23% $638.72 -26.8%
71 CVX CHEVRON CORPORATION Energy 3,423.0 $567K 0.22% +192.0 +5.9% $165.77 +25.8%
72 AVDE AMERICAN CENTY ETF TR 6,322.0 $564K 0.22% +81.0 +1.3% $89.20 +6.0%
73 GEV GE VERNOVA INC Utilities 470.0 $552K 0.22% -52.0 -10.0% $1174.86 -19.8%
74 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,015.0 $515K 0.20% $255.83 +16.5%
75 AVSU AMERICAN CENTY ETF TR 5,239.0 $464K 0.18% $88.52 +1.5%
76 XLE SELECT SECTOR SPDR TR 8,558.0 $455K 0.18% +43.0 +0.5% $53.11 +20.6%
77 AM ANTERO MIDSTREAM CORP Energy 19,509.0 $444K 0.17% +6K +44.4% $22.75 -0.7%
78 DFAU DIMENSIONAL ETF TRUST 8,428.0 $436K 0.17% $51.70 +3.1%
79 XJR ISHARES TR 7,912.0 $417K 0.16% $52.74 -2.7%
80 CSW INDUSTRIALS INC 1,420.0 $395K 0.15% $278.30
Page 4 of 6  ·  104 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
Energy 41.1%
Technology 17.9%
Communication Services 14.6%
Consumer Cyclical 8.0%
Utilities 7.8%
Financial Services 6.7%
Industrials 3.9%