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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
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COHR COHERENT CORP COM Technology 738.0 $291K 0.04% NEW $394.47 -27.8%
22 ACWI ISHARES MSCI ACWI ETF 1,848.0 $290K 0.04% +11.0 +0.6% $157.05 +1.8%
23 AMD ADVANCED MICRO DEVICES INC COM Technology 495.0 $288K 0.04% NEW $580.91 -20.4%
24 MRVL MARVELL TECHNOLOGY INC COM Technology 910.0 $271K 0.04% NEW $297.96 -18.0%
25 GLW CORNING INC COM Technology 934.0 $239K 0.03% NEW $255.43 -40.8%
26 QCOM QUALCOMM INC COM Technology 1,260.0 $233K 0.03% NEW $184.91 -12.6%
27 XBI STATE STREET SPDR S&P BIOTECH ETF 1,431.0 $227K 0.03% NEW $158.29 +3.2%
28 TXN TEXAS INSTRS INC COM Technology 758.0 $226K 0.03% -391.0 -34.0% $298.11 -10.8%
29 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 2,504.0 $225K 0.03% NEW $89.87 +3.9%
30 ENTG ENTEGRIS INC COM Technology 1,230.0 $221K 0.03% NEW $179.88 -20.4%
31 ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 2,563.0 $220K 0.03% NEW $85.66 -5.6%
32 HIMS HIMS & HERS HEALTH INC COM CL A Healthcare 6,192.0 $215K 0.03% NEW $34.68 -6.9%
33 INTC INTEL CORP COM Technology 1,530.0 $214K 0.03% NEW $139.63 -34.2%
34 IWM ISHARES RUSSELL 2000 ETF 698.0 $210K 0.03% NEW $300.58 -1.0%
35 RKLB ROCKET LAB CORP COM Industrials 2,040.0 $207K 0.03% NEW $101.68 -28.7%
36 SMH VANECK SEMICONDUCTOR ETF 315.0 $207K 0.03% NEW $657.63 -14.9%
37 FIDELITY SOLANA FUND 20,992.0 $182K 0.03% NEW $8.66
Page 2 of 2  ·  37 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
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%