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Portfolio (Quarterly) Guide ↗

GR FINANCIAL GROUP, LLC

· CIK 0002011751
13F Portfolio $736M AUM 37 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 10 Added 6 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STREET SPDR S&P 500 ETF Financial Services 3,573.0 $2.7M 0.36% -3K -42.5% $746.86 +2.2%
2 RTX RTX CORPORATION COM Industrials 6,832.0 $1.3M 0.18% -118.0 -1.7% $189.75 +12.3%
3 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 801.0 $750K 0.10% -12.0 -1.5% $935.80 -0.7%
4 LLY ELI LILLY & CO COM Healthcare 568.0 $682K 0.09% -115.0 -16.8% $1200.30 +4.4%
5 TSLA TESLA INC COM Consumer Cyclical 1,202.0 $506K 0.07% -415.0 -25.7% $420.78 -18.5%
6 TXN TEXAS INSTRS INC COM Technology 758.0 $226K 0.03% -391.0 -34.0% $298.11 -10.7%

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
Technology 44.2%
Financial Services 24.4%
Industrials 11.5%
Consumer Cyclical 6.5%
Healthcare 5.7%
Consumer Defensive 4.8%
Communication Services 2.9%