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Portfolio (Quarterly) Guide ↗

Mosley Wealth Management

· CIK 0002011849
13F Portfolio $314M AUM 781 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 366 New 183 Added 180 Reduced 51 Exited
Page 9 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OKTA OKTA INC CL A Technology 30.0 $4K 0.00% +10.0 +50.0% $136.47 +18.1%
162 FDLO FIDELITY LOW VOLATILITY FACTOR ETF 53.0 $4K 0.00% +31.0 +140.9% $68.34 +6.1%
163 BITO PROSHARES BITCOIN ETF 447.0 $4K 0.00% +71.0 +18.9% $7.98 +30.0%
164 UPS UNITED PARCEL SVCS INC CL B Industrials 28.0 $3K 0.00% +9.0 +47.4% $108.64 -5.4%
165 SYY SYSCO CORP COM Consumer Defensive 34.0 $3K 0.00% +1.0 +3.0% $83.03 -0.5%
166 HLN HALEON PLC SPON ADS Healthcare 275.0 $3K 0.00% +49.0 +21.7% $9.34 +7.0%
167 TTD THE TRADE DESK INC COM CL A Technology 110.0 $2K 0.00% +82.0 +292.9% $18.08 -20.7%
168 FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 46.0 $2K 0.00% +16.0 +53.3% $38.07 -3.6%
169 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 12.0 $2K 0.00% +1.0 +9.1% $142.58 -7.9%
170 JEF JEFFERIES FINANCIAL GROUP INC COM Financial Services 32.0 $2K 0.00% +2.0 +6.7% $49.81 +4.7%
171 CAG CONAGRA BRANDS INC COM Consumer Defensive 114.0 $2K +7.0 +6.5% $13.47 +20.1%
172 LVS LAS VEGAS SANDS CORP COM Consumer Cyclical 33.0 $2K +1.0 +3.1% $45.67 -2.3%
173 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 33.0 $1K +11.0 +50.0% $42.58 -6.2%
174 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 17.0 $1K +13.0 +325.0% $74.53 +2.8%
175 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 128.0 $1K +1.0 +0.8% $9.84 +10.6%
176 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 19.0 $1K +2.0 +11.8% $64.05 +11.8%
177 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 29.0 $983.0 +9.0 +45.0% $33.90 +9.7%
178 KHC KRAFT HEINZ CO COM Consumer Defensive 33.0 $782.0 +2.0 +6.5% $23.70 +9.9%
179 KD KYNDRYL HLDGS INC COMMON STOCK Technology 52.0 $588.0 +22.0 +73.3% $11.31 +17.8%
180 HUN HUNTSMAN CORP COM Basic Materials 48.0 $510.0 +1.0 +2.1% $10.62 -10.1%
Page 9 of 10  ·  183 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 45.8%
Financial Services 16.0%
Industrials 7.4%
Communication Services 6.6%
Consumer Defensive 6.4%
Healthcare 6.3%
Consumer Cyclical 5.8%
Energy 3.6%
Utilities 1.6%
Basic Materials 0.3%