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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 37 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 10.0 $199.0 NEW $19.90 +16.5%
722 MTG MGIC INVT CORP WIS COM Financial Services 7.0 $197.0 NEW $28.14 +10.0%
723 DHR DANAHER CORP DEL COM Healthcare 1.0 $190.0 NEW $190.00 +11.0%
724 IX ORIX CORP SPONSORED ADR Financial Services 5.0 $190.0 NEW $38.00 +3.9%
725 EQNR EQUINOR ASA SPONSORED ADR Energy 6.0 $188.0 NEW $31.33 +37.9%
726 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 2.0 $187.0 $93.50 -23.4%
727 BRKR BRUKER CORP COM Healthcare 3.0 $181.0 NEW $60.33 -3.9%
728 VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 4.0 $179.0 NEW $44.75 -0.3%
729 BLUEROCK PVT REAL ESTATE FD COM 14.0 $177.0 NEW $12.64
730 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 2.0 $174.0 NEW $87.00 +5.4%
731 NTRS NORTHERN TR CORP COM Financial Services 1.0 $174.0 NEW $174.00 +5.6%
732 PCVX VAXCYTE INC COM Healthcare 3.0 $174.0 NEW $58.00 +7.8%
733 CTVA CORTEVA INC COM Basic Materials 2.0 $170.0 +1.0 +100.0% $85.00 +5.2%
734 WCN WASTE CONNECTIONS INC COM Industrials 1.0 $167.0 NEW $167.00 -2.4%
735 PHIN PHINIA INC COMMON STOCK Consumer Cyclical 2.0 $165.0 NEW $82.50 -18.8%
736 G GENPACT LIMITED SHS Technology 6.0 $165.0 NEW $27.50 +36.6%
737 Q QNITY ELECTRONICS INC COMMON STOCK Technology 1.0 $163.0 NEW $163.00 -28.8%
738 OC OWENS CORNING NEW COM Industrials 1.0 $159.0 NEW $159.00 -15.6%
739 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 3.0 $158.0 NEW $52.67 +23.9%
740 SN SHARKNINJA INC COM SHS Consumer Cyclical 1.0 $152.0 NEW $152.00 +14.0%
Page 37 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%