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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 38 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PVH PVH CORPORATION COM Consumer Cyclical 2.0 $149.0 NEW $74.50 -2.2%
742 DTM DT MIDSTREAM INC COMMON STOCK Energy 1.0 $147.0 NEW $147.00 -11.6%
743 NMR NOMURA HLDGS INC SPONSORED ADR Financial Services 16.0 $140.0 NEW $8.75 +16.2%
744 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 1.0 $137.0 NEW $137.00 +31.7%
745 SBRA SABRA HEALTH CARE REIT INC COM Real Estate 7.0 $137.0 NEW $19.57 +7.0%
746 XEROX HOLDINGS CORP WT EXP 021128 500.0 $137.0 NEW $0.27
747 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 2.0 $136.0 NEW $68.00 -13.1%
748 UAL UNITED AIRLS HLDGS INC COM Industrials 1.0 $136.0 NEW $136.00 -23.1%
749 HAUZ XTRACKERS INTERNATIONAL REAL ESTATE ETF 6.0 $135.0 NEW $22.50 -0.8%
750 PLD PROLOGIS INC. COM Real Estate 1.0 $135.0 NEW $135.00 +3.5%
751 PUK PRUDENTIAL PLC ADR Financial Services 5.0 $134.0 -5.0 -50.0% $26.80 +1.0%
752 RYANAIR HOLDINGS PLC SPONSORED ADR 2.0 $130.0 NEW $65.00
753 SNN SMITH & NEPHEW PLC SPDN ADR NEW Healthcare 4.0 $115.0 NEW $28.75 +0.8%
754 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 1.0 $114.0 NEW $114.00 +3.5%
755 GFL GFL ENVIRONMENTAL INC SUB VTG SHS Industrials 3.0 $110.0 NEW $36.67 +13.2%
756 KT KT CORP SPONSORED ADR Communication Services 6.0 $104.0 NEW $17.33 +13.5%
757 BZUN BAOZUN INC SPONSORED ADR Consumer Cyclical 36.0 $102.0 NEW $2.83 -3.3%
758 VFF VILLAGE FARMS INTL INC COM Consumer Defensive 50.0 $100.0 $2.00 +42.0%
759 CLX CLOROX CO DEL COM Consumer Defensive 1.0 $95.0 NEW $95.00 -0.0%
760 INGR INGREDION INC COM Consumer Defensive 1.0 $95.0 -20.0 -95.2% $95.00 +9.7%
Page 38 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%