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Portfolio (Quarterly) Guide ↗

Wall Street Financial Group, Inc.

· CIK 0002019337
13F Portfolio $187M AUM 120 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q3 2025 · All 31 New 60 Added 28 Reduced 12 Exited
Page 2 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC 7,591.0 $2.7M 1.43% +1K +16.8% $353.33
22 LLY ELI LILLY & CO Healthcare 2,213.0 $2.7M 1.42% +85.0 +4.0% $1199.52 -2.2%
23 VHT VANGUARD WORLD FD 7,371.0 $2.2M 1.18% -1K -14.4% $299.00 +7.3%
24 TSLA TESLA INC Consumer Cyclical 5,111.0 $2.1M 1.15% +389.0 +8.2% $420.63 -17.1%
25 AGG ISHARES TR 21,472.0 $2.1M 1.14% -9K -30.5% $98.98 -1.5%
26 META META PLATFORMS INC Communication Services 3,611.0 $2.0M 1.09% +636.0 +21.4% $563.23 +2.6%
27 INTC INTEL CORP Technology 13,279.0 $1.9M 0.99% -1K -8.6% $139.63 -35.9%
28 IYK ISHARES TR 23,124.0 $1.7M 0.90% +776.0 +3.5% $72.66 +3.4%
29 AMAT APPLIED MATLS INC Technology 2,260.0 $1.6M 0.87% +110.0 +5.1% $723.03 -36.1%
30 HBT HBT FINL INC. Financial Services 50,630.0 $1.6M 0.87% NEW $31.99 +11.9%
31 PLTR PALANTIR TECHNOLOGIES INC Technology 13,521.0 $1.6M 0.84% -681.0 -4.8% $116.67 +59.7%
32 LRCX LAM RESEARCH CORP Technology 3,416.0 $1.5M 0.79% -531.0 -13.4% $433.29 -30.3%
33 LMBS FIRST TR EXCHANGE-TRADED FD 29,324.0 $1.5M 0.78% NEW $49.78 -0.5%
34 USTB VICTORY PORTFOLIOS II 28,823.0 $1.5M 0.78% NEW $50.62 -0.3%
35 VPU VANGUARD WORLD FD 7,363.0 $1.4M 0.77% -496.0 -6.3% $195.73 -5.6%
36 XLV SELECT SECTOR SPDR TR 8,993.0 $1.4M 0.76% +5K +148.6% $158.66 +7.9%
37 SPYM SPDR SERIES TRUST 15,094.0 $1.3M 0.71% +12K +321.1% $87.88 +3.1%
38 BERKSHIRE HATHAWAY INC DEL 2,629.0 $1.3M 0.70% +988.0 +60.2% $500.39
39 CAT CATERPILLAR INC Industrials 1,153.0 $1.2M 0.66% +170.0 +17.3% $1065.18 -24.9%
40 WMT WALMART INC Consumer Defensive 10,469.0 $1.2M 0.63% +4K +53.7% $113.26 -9.0%
Page 2 of 6  ·  120 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 55.3%
Consumer Cyclical 8.7%
Financial Services 8.4%
Communication Services 7.9%
Healthcare 7.6%
Industrials 4.7%
Consumer Defensive 4.5%
Energy 1.6%
Utilities 0.8%
Basic Materials 0.5%