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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 17 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BRKR BRUKER CORP COM Healthcare 3.0 $181.0 NEW $60.33 -1.5%
322 VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 4.0 $179.0 NEW $44.75 +1.0%
323 BLUEROCK PVT REAL ESTATE FD COM 14.0 $177.0 NEW $12.64
324 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 2.0 $174.0 NEW $87.00 +7.1%
325 NTRS NORTHERN TR CORP COM Financial Services 1.0 $174.0 NEW $174.00 +7.7%
326 PCVX VAXCYTE INC COM Healthcare 3.0 $174.0 NEW $58.00 +5.5%
327 WCN WASTE CONNECTIONS INC COM Industrials 1.0 $167.0 NEW $167.00 -0.1%
328 PHIN PHINIA INC COMMON STOCK Consumer Cyclical 2.0 $165.0 NEW $82.50 -17.1%
329 G GENPACT LIMITED SHS Technology 6.0 $165.0 NEW $27.50 +38.5%
330 Q QNITY ELECTRONICS INC COMMON STOCK Technology 1.0 $163.0 NEW $163.00 -27.3%
331 OC OWENS CORNING NEW COM Industrials 1.0 $159.0 NEW $159.00 -15.3%
332 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 3.0 $158.0 NEW $52.67 +23.0%
333 SN SHARKNINJA INC COM SHS Consumer Cyclical 1.0 $152.0 NEW $152.00 +15.3%
334 PVH PVH CORPORATION COM Consumer Cyclical 2.0 $149.0 NEW $74.50 -2.7%
335 DTM DT MIDSTREAM INC COMMON STOCK Energy 1.0 $147.0 NEW $147.00 -12.5%
336 NMR NOMURA HLDGS INC SPONSORED ADR Financial Services 16.0 $140.0 NEW $8.75 +21.4%
337 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 1.0 $137.0 NEW $137.00 +30.6%
338 SBRA SABRA HEALTH CARE REIT INC COM Real Estate 7.0 $137.0 NEW $19.57 +6.9%
339 XEROX HOLDINGS CORP WT EXP 021128 500.0 $137.0 NEW $0.27
340 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 2.0 $136.0 NEW $68.00 -12.8%
Page 17 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%