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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 34 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 MXL MAXLINEAR INC COM Technology 3.0 $384.0 $128.00 -54.7%
662 KVUE KENVUE INC COM Consumer Defensive 20.0 $382.0 NEW $19.10 -1.2%
663 NTR NUTRIEN LTD COM Basic Materials 6.0 $378.0 NEW $63.00 +25.3%
664 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 2.0 $377.0 NEW $188.50 -22.2%
665 NEM NEWMONT CORP COM Basic Materials 4.0 $374.0 NEW $93.50 +34.3%
666 O REALTY INCOME CORP COM Real Estate 6.0 $372.0 NEW $62.00 -1.1%
667 PCG PG&E CORP COM Utilities 22.0 $370.0 NEW $16.82 -23.4%
668 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 15.0 $369.0 NEW $24.60 -0.4%
669 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 2.0 $358.0 NEW $179.00 +22.4%
670 UNM UNUM GROUP COM Financial Services 4.0 $358.0 NEW $89.50 +4.9%
671 EVEREST GROUP LTD COM 1.0 $357.0 NEW $357.00
672 PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW Healthcare 13.0 $353.0 NEW $27.15 -2.2%
673 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 4.0 $348.0 NEW $87.00 +4.5%
674 PSX PHILLIPS 66 COM Energy 2.0 $338.0 NEW $169.00 +50.8%
675 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 4.0 $338.0 -194.0 -98.0% $84.50 -8.9%
676 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 2.0 $337.0 NEW $168.50 +17.6%
677 CCK CROWN HLDGS INC COM Consumer Cyclical 3.0 $335.0 NEW $111.67 +4.6%
678 CSX CSX CORP COM Industrials 7.0 $333.0 NEW $47.57 +2.6%
679 ED CONSOLIDATED EDISON INC COM Utilities 3.0 $332.0 NEW $110.67 -2.9%
680 DOW DOW HLDGS INC COM Basic Materials 12.0 $328.0 NEW $27.33 +14.7%
Page 34 of 40  ·  781 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%