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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 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SBR SABINE RTY TR UNIT BEN INT Energy 26.0 $2K 0.00% -1.0 -3.7% $73.19 +3.4%
162 NVO NOVO-NORDISK A S ADR Healthcare 39.0 $2K 0.00% -4.0 -9.3% $47.95 -5.9%
163 NEE NEXTERA ENERGY INC COM Utilities 21.0 $2K 0.00% -121.0 -85.2% $87.76 -5.5%
164 APH AMPHENOL CORP CL A Technology 10.0 $2K 0.00% -127.0 -92.7% $176.30 -7.4%
165 ADI ANALOG DEVICES INC COM Technology 4.0 $2K 0.00% -69.0 -94.5% $397.25 -10.8%
166 KRP KIMBELL RTY PARTNERS LP UNIT Energy 107.0 $2K -5.0 -4.5% $14.53 +2.5%
167 AXP AMERICAN EXPRESS CO COM Financial Services 4.0 $1K -66.0 -94.3% $338.25 -4.2%
168 BLOCK INC CL A 17.0 $1K -80.0 -82.5% $76.00
169 SPGI S&P GLOBAL INC COM Financial Services 3.0 $1K -73.0 -96.0% $407.33 +8.1%
170 TJX TJX COS INC NEW COM Consumer Cyclical 5.0 $758.0 -60.0 -92.3% $151.60 -12.1%
171 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 9.0 $556.0 -11.0 -55.0% $61.78 -9.5%
172 MDT MEDTRONIC PLC SHS Healthcare 5.0 $391.0 -103.0 -95.4% $78.20 +17.7%
173 BSX BOSTON SCIENTIFIC CORP COM Healthcare 9.0 $384.0 -99.0 -91.7% $42.67 +12.7%
174 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 4.0 $338.0 -194.0 -98.0% $84.50 -4.4%
175 NOW SERVICENOW INC COM Technology 3.0 $298.0 -109.0 -97.3% $99.33 +43.9%
176 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 3.0 $285.0 -8.0 -72.7% $95.00 +7.2%
177 VXF VANGUARD EXTENDED MARKET ETF 1.0 $246.0 -139.0 -99.3% $246.00 -3.2%
178 PUK PRUDENTIAL PLC ADR Financial Services 5.0 $134.0 -5.0 -50.0% $26.80 +1.0%
179 INGR INGREDION INC COM Consumer Defensive 1.0 $95.0 -20.0 -95.2% $95.00 +9.7%
180 MPT MEDICAL PROPERTIES TRUST INC COM Financial Services 19.0 $88.0 -4K -99.5% $4.63 -13.0%
Page 9 of 9  ·  180 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%