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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 10 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PTC PTC INC COM Technology 10.0 $1K NEW $113.60 +32.1%
182 WELL WELLTOWER INC COM Real Estate 5.0 $1K NEW $227.00 +6.2%
183 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 31.0 $1K NEW $36.26 +2.9%
184 KKR KKR & CO INC COM 12.0 $1K NEW $91.75
185 GD GENERAL DYNAMICS CORP COM Industrials 3.0 $1K NEW $354.33 +3.3%
186 SEIC SEI INVTS CO COM Financial Services 12.0 $1K NEW $87.75 +27.0%
187 KEEL KEEL INFRASTRUCTURE CORP COM SHS Technology 183.0 $1K NEW $5.74 -41.6%
188 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 4.0 $1K NEW $261.25 +30.9%
189 CNO CNO FINL GROUP INC COM Financial Services 20.0 $1K NEW $51.00 +11.2%
190 KDP KEURIG DR PEPPER INC COM Consumer Defensive 31.0 $1K NEW $32.74 +0.4%
191 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 3.0 $991.0 NEW $330.33 -4.8%
192 EXPD EXPEDITORS INTL WASH INC COM Industrials 6.0 $978.0 NEW $163.00 +14.8%
193 IQVIA HLDGS INC COM 5.0 $966.0 NEW $193.20
194 IREN IREN LIMITED ORDINARY SHARES Financial Services 21.0 $960.0 NEW $45.71 -8.9%
195 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 100.0 $958.0 NEW $9.58 +18.2%
196 VST VISTRA CORP COM Utilities 6.0 $952.0 NEW $158.67 -9.1%
197 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 10.0 $951.0 NEW $95.10 +11.9%
198 CVS CVS HEALTH CORP COM Healthcare 9.0 $931.0 NEW $103.44 -6.0%
199 IMO IMPERIAL OIL LTD COM NEW Energy 8.0 $896.0 NEW $112.00 +17.8%
200 WM WASTE MGMT INC DEL COM Industrials 4.0 $892.0 NEW $223.00 -0.6%
Page 10 of 19  ·  366 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%