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Portfolio (Quarterly) Guide ↗

MAINSAIL ASSET MANAGEMENT, LLC

· CIK 0002016972
13F Portfolio $255M AUM 197 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 197 New
Page 9 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ITW ILLINOIS TOOL WKS INC Industrials 792.0 $219K 0.09% NEW $275.97 -2.1%
162 GLW CORNING INC Technology 1,412.0 $218K 0.09% NEW $154.65 -0.2%
163 S SENTINELONE INC Technology 11,145.0 $218K 0.09% NEW $19.57 +1.6%
164 VPLS VANGUARD MALVERN FDS 2,800.0 $215K 0.08% NEW $76.96 -1.2%
165 WAL WESTERN ALLIANCE BANCORP Financial Services 2,618.0 $215K 0.08% NEW $82.30 -1.6%
166 ABT ABBOTT LABORATORIES Healthcare 2,140.0 $215K 0.08% NEW $100.68 +7.6%
167 ORI OLD REP INTL CORP Financial Services 5,089.0 $215K 0.08% NEW $42.24 -1.9%
168 DOCU DOCUSIGN INC Technology 4,048.0 $213K 0.08% NEW $52.74 +29.7%
169 AMGN AMGEN INC Healthcare 579.0 $212K 0.08% NEW $366.29 +19.4%
170 KMX CARMAX INC Consumer Cyclical 3,688.0 $211K 0.08% NEW $57.33 +10.4%
171 BND VANGUARD BD INDEX FDS 2,893.0 $211K 0.08% NEW $72.86 -1.2%
172 EXEL EXELIXIS INC Healthcare 3,750.0 $210K 0.08% NEW $55.92 +5.5%
173 ILMN ILLUMINA INC Healthcare 1,122.0 $209K 0.08% NEW $186.65 +16.9%
174 IJT ISHARES TR 1,209.0 $209K 0.08% NEW $172.88 -1.5%
175 CI THE CIGNA GROUP Healthcare 743.0 $209K 0.08% NEW $281.28 +0.4%
176 RTX RTX CORPORATION Industrials 1,079.0 $209K 0.08% NEW $193.50 +3.8%
177 AYI ACUITY INC Industrials 625.0 $209K 0.08% NEW $333.72 +0.1%
178 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 221.0 $208K 0.08% NEW $942.00 -2.8%
179 QQQ INVESCO QQQ TR Financial Services 299.0 $208K 0.08% NEW $695.70 +3.3%
180 VOE VANGUARD INDEX FDS 1,022.0 $207K 0.08% NEW $202.78 +2.8%
Page 9 of 10  ·  197 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
Industrials 32.4%
Technology 25.9%
Financial Services 12.1%
Consumer Cyclical 7.8%
Healthcare 7.5%
Utilities 5.0%
Communication Services 3.2%
Consumer Defensive 2.5%
Energy 2.3%
Basic Materials 0.8%