BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Lakeridge Wealth Management LLC

· CIK 0002012028
13F Portfolio $272M AUM 188 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 34 New 77 Added 54 Reduced 2 Exited
Page 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VGT VANGUARD WORLD FD 3,265.0 $390K 0.14% +3K +700.2% $119.51 +1.5%
62 DOV DOVER CORP Industrials 1,612.0 $362K 0.13% +16.0 +1.0% $224.30 -14.0%
63 RTX RTX CORPORATION Industrials 1,732.0 $329K 0.12% +19.0 +1.1% $189.71 +5.8%
64 AVY AVERY DENNISON CORP Industrials 2,006.0 $326K 0.12% +33.0 +1.7% $162.31 +7.9%
65 CSX CSX CORP Industrials 6,483.0 $308K 0.11% +140.0 +2.2% $47.53 +4.0%
66 VZ VERIZON COMMUNICATIONS INC Communication Services 7,007.0 $297K 0.11% +422.0 +6.4% $42.34 +18.4%
67 BAC BANK OF AMER CORP Financial Services 4,852.0 $276K 0.10% +412.0 +9.3% $56.98 +10.0%
68 JIRE J P MORGAN EXCHANGE TRADED F 3,333.0 $275K 0.10% +140.0 +4.4% $82.49 +3.3%
69 J P MORGAN EXCHANGE TRADED F 5,262.0 $266K 0.10% +492.0 +10.3% $50.57
70 UJAN INNOVATOR ETFS TRUST 5,687.0 $258K 0.10% +161.0 +2.9% $45.33 +2.3%
71 QCOM QUALCOMM INC Technology 1,317.0 $243K 0.09% +56.0 +4.4% $184.78 -8.7%
72 PLTR PALANTIR TECHNOLOGIES INC Technology 1,959.0 $229K 0.08% +11.0 +0.6% $116.65 +49.4%
73 NOC NORTHROP GRUMMAN CORP Industrials 445.0 $227K 0.08% +6.0 +1.4% $509.31 +1.1%
74 YUM YUM BRANDS INC Consumer Cyclical 1,404.0 $224K 0.08% +24.0 +1.7% $159.88 -5.7%
75 GLD SPDR GOLD TR Financial Services 579.0 $213K 0.08% +5.0 +0.9% $368.37 +10.4%
76 MINT PIMCO ETF TR 2,105.0 $212K 0.08% +56.0 +2.7% $100.80 -0.3%
77 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 15,644.0 $78K 0.03% +549.0 +3.6% $4.99 +6.2%
Page 4 of 4  ·  77 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 35.4%
Basic Materials 14.2%
Financial Services 11.4%
Industrials 8.7%
Healthcare 8.5%
Consumer Cyclical 6.2%
Consumer Defensive 6.1%
Energy 3.8%
Communication Services 2.8%
Utilities 1.7%