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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 18 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 UAL UNITED AIRLS HLDGS INC COM Industrials 1.0 $136.0 NEW $136.00 -20.1%
342 HAUZ XTRACKERS INTERNATIONAL REAL ESTATE ETF 6.0 $135.0 NEW $22.50 +0.9%
343 PLD PROLOGIS INC. COM Real Estate 1.0 $135.0 NEW $135.00 +2.5%
344 RYANAIR HOLDINGS PLC SPONSORED ADR 2.0 $130.0 NEW $65.00
345 SNN SMITH & NEPHEW PLC SPDN ADR NEW Healthcare 4.0 $115.0 NEW $28.75 -0.2%
346 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 1.0 $114.0 NEW $114.00 +6.8%
347 GFL GFL ENVIRONMENTAL INC SUB VTG SHS Industrials 3.0 $110.0 NEW $36.67 +18.6%
348 KT KT CORP SPONSORED ADR Communication Services 6.0 $104.0 NEW $17.33 +14.4%
349 BZUN BAOZUN INC SPONSORED ADR Consumer Cyclical 36.0 $102.0 NEW $2.83 -1.5%
350 CLX CLOROX CO DEL COM Consumer Defensive 1.0 $95.0 NEW $95.00 -0.7%
351 RELX RELX PLC SPONSORED ADR Communication Services 3.0 $95.0 NEW $31.67 +15.7%
352 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 3.0 $95.0 NEW $31.67 +9.3%
353 JOBY JOBY AVIATION INC COMMON STOCK Industrials 10.0 $90.0 NEW $9.00 -23.7%
354 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 3.0 $88.0 NEW $29.33 +7.8%
355 MBC MASTERBRAND INC COMMON STOCK Consumer Cyclical 8.0 $82.0 NEW $10.25 -20.3%
356 EL LAUDER ESTEE COS INC CL A Consumer Defensive 1.0 $79.0 NEW $79.00 +27.7%
357 RDN RADIAN GROUP INC COM Financial Services 2.0 $75.0 NEW $37.50 -1.8%
358 RRC RANGE RES CORP COM Energy 2.0 $74.0 NEW $37.00 +14.5%
359 D DOMINION ENERGY INC COM Utilities 1.0 $68.0 NEW $68.00 -1.8%
360 XPEV XPENG INC ADS Consumer Cyclical 4.0 $53.0 NEW $13.25 -15.9%
Page 18 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%