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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 14 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EWN ISHARES MSCI NETHERLANDS ETF 6.0 $422.0 NEW $70.33 -3.2%
262 BCS BARCLAYS PLC ADR Financial Services 15.0 $403.0 NEW $26.87 +0.1%
263 SNA SNAP ON INC COM Industrials 1.0 $402.0 NEW $402.00 -4.4%
264 TSN TYSON FOODS INC CL A Consumer Defensive 7.0 $401.0 NEW $57.29 -9.6%
265 HUM HUMANA INC COM Healthcare 1.0 $397.0 NEW $397.00 +2.4%
266 NATWEST GROUP PLC SPONS ADR 22.0 $388.0 NEW $17.64
267 KVUE KENVUE INC COM Consumer Defensive 20.0 $382.0 NEW $19.10 -0.8%
268 NTR NUTRIEN LTD COM Basic Materials 6.0 $378.0 NEW $63.00 +28.1%
269 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 2.0 $377.0 NEW $188.50 -22.2%
270 NEM NEWMONT CORP COM Basic Materials 4.0 $374.0 NEW $93.50 +39.5%
271 O REALTY INCOME CORP COM Real Estate 6.0 $372.0 NEW $62.00 -0.4%
272 PCG PG&E CORP COM Utilities 22.0 $370.0 NEW $16.82 -17.0%
273 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 15.0 $369.0 NEW $24.60 -0.8%
274 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 2.0 $358.0 NEW $179.00 +22.7%
275 UNM UNUM GROUP COM Financial Services 4.0 $358.0 NEW $89.50 +7.9%
276 EVEREST GROUP LTD COM 1.0 $357.0 NEW $357.00
277 PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW Healthcare 13.0 $353.0 NEW $27.15 -4.1%
278 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 4.0 $348.0 NEW $87.00 +6.8%
279 PSX PHILLIPS 66 COM Energy 2.0 $338.0 NEW $169.00 +50.7%
280 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 2.0 $337.0 NEW $168.50 +18.6%
Page 14 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%