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Portfolio (Quarterly) Guide ↗

PROATHLETE WEALTH MANAGEMENT LLC

· CIK 0002012065
13F Portfolio $404M AUM 374 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 57 Added 35 Reduced 13 Exited
Page 14 of 15  ·  300 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 USAR USA RARE EARTH INC CLASS A Basic Materials 42.0 $906.0 NEW $21.57 -11.1%
262 FPS FORGENT PWR SOLUTION CLASS A Industrials 16.0 $893.0 NEW $55.81 -42.6%
263 VEEV VEEVA SYS INC CLASS A Healthcare 5.0 $887.0 $177.40 +60.7%
264 FISV FISERV INC Technology 18.0 $882.0 $49.00 +7.2%
265 ZTS ZOETIS INC CLASS A Healthcare 12.0 $868.0 $72.33 +4.3%
266 SPGI S&P GLOBAL INC Financial Services 2.0 $816.0 $408.00 +7.1%
267 CRCL CIRCLE INTERNET GROUP INCLASS A Financial Services 13.0 $814.0 NEW $62.62 +49.6%
268 51TALK ONLINE ED GROUP FSPONSORED ADR 1 ADR REPS 60 ORD SHS 50.0 $797.0 $15.94
269 CRWD CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES Technology 1.0 $763.0 NEW $190.75 +18.4%
270 NLOP NET LEASE OFFICE PPTYS Real Estate 67.0 $756.0 $11.28 +1.8%
271 SHOP SHOPIFY INC FCLASS A Technology 6.0 $685.0 $114.17 +34.5%
272 SMH VANECK SEMICONDUCTOR ETF 1.0 $657.0 -10.0 -90.9% $657.00 -13.4%
273 FND FLOOR & DECOR HLDGS INC CLASS A Consumer Cyclical 11.0 $652.0 $59.27 -9.8%
274 VOE VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES 3.0 $604.0 $201.33 +3.7%
275 CSGP COSTAR GROUP INC Real Estate 21.0 $594.0 $28.29 +12.0%
276 NRG NRG ENERGY INC Utilities 4.0 $584.0 NEW $146.00 -21.6%
277 RYAN RYAN SPECIALTY HOLDINGS CLASS A Financial Services 15.0 $568.0 $37.87 +13.8%
278 AI C3 AI INC CLASS A Technology 61.0 $554.0 $9.08 +14.0%
279 IYM ISHARES U.S. BASIC MATERIALS ETF 3.0 $548.0 $182.67 +7.3%
280 TAC TRANSALTA CORP F Utilities 37.0 $511.0 NEW $13.81 -9.2%
Page 14 of 15  ·  300 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
Financial Services 53.5%
Technology 17.3%
Communication Services 9.3%
Consumer Cyclical 8.1%
Consumer Defensive 5.2%
Healthcare 3.3%
Energy 1.3%
Industrials 1.1%
Real Estate 0.5%
Utilities 0.3%