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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 8 of 15  ·  300 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CHYM CHIME FINL INC CLASS A Financial Services 1,000.0 $20K 0.01% $20.48 +62.9%
142 FSBC FIVE STAR BANCORP Financial Services 399.0 $19K 0.01% +3.0 +0.8% $48.73 -7.1%
143 NEE NEXTERA ENERGY INC Utilities 211.0 $19K 0.01% +6.0 +2.9% $87.77 -4.9%
144 QQQM INVESCO NASDAQ 100 ETF 59.0 $18K 0.00% +1.0 +1.7% $305.36 -2.8%
145 UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 285.0 $17K 0.00% $60.16
146 T AT&T INC Communication Services 775.0 $16K 0.00% $20.70 +22.9%
147 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 292.0 $16K 0.00% +35.0 +13.6% $53.25 +17.0%
148 TGT TARGET CORP EQUITY CLASS EQUITY Consumer Defensive 115.0 $15K 0.00% +1.0 +0.9% $130.77 +26.9%
149 VNQ VANGUARD REAL ESTATE INDEX FUND ETF SHARES 153.0 $15K 0.00% +23.0 +17.7% $96.86 +0.8%
150 TRV TRAVELERS COS INC Financial Services 43.0 $14K 0.00% $330.12 +11.9%
151 MCHI ISHARES MSCI CHINA ETF 269.0 $14K 0.00% +37.0 +15.9% $51.18 +7.3%
152 PLTR PALANTIR TECHNOLOGIES INCLASS A Technology 111.0 $13K 0.00% +18.0 +19.4% $116.67 +59.4%
153 CG CARLYLE GROUP INC Financial Services 297.0 $13K 0.00% $42.11 +16.9%
154 VHT VANGUARD HEALTH CARE INDEX FUND ETF SHARES 38.0 $11K 0.00% +2.0 +5.6% $302.53 +6.7%
155 MMKT TEXAS CAPITAL GOVERNMENTMONEY MARKET ETF 113.0 $11K 0.00% $100.30 -0.1%
156 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 96.0 $9K 0.00% +7.0 +7.9% $90.27 +11.7%
157 INTU INTUIT Technology 29.0 $8K 0.00% $261.00 +33.3%
158 MRVL MARVELL TECHNOLOGY INC Technology 25.0 $7K 0.00% $297.88 -18.9%
159 VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES 31.0 $7K 0.00% $240.13 +1.3%
160 TOTALENERGIES F 87.0 $7K 0.00% $77.76
Page 8 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%