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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 6 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 318.0 $261K 0.14% NEW $819.55 +1.2%
102 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,853.0 $260K 0.14% -654.0 -18.6% $91.20 -20.0%
103 QLD PROSHARES TR 2,531.0 $245K 0.13% -913.0 -26.5% $96.76 -6.8%
104 BA BOEING CO Industrials 1,119.0 $242K 0.13% NEW $216.47 -3.1%
105 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 503.0 $240K 0.13% NEW $477.57 -12.6%
106 AXP AMERICAN EXPRESS CO Financial Services 682.0 $231K 0.12% NEW $338.25 -1.5%
107 UNP UNION PAC CORP Industrials 841.0 $229K 0.12% NEW $272.00 +13.0%
108 TMO THERMO FISHER SCIENTIFIC INC Healthcare 450.0 $226K 0.12% NEW $501.36 +24.1%
109 VZ VERIZON COMMUNICATIONS INC Communication Services 5,312.0 $225K 0.12% NEW $42.34 +18.3%
110 J P MORGAN EXCHANGE TRADED F 3,102.0 $224K 0.12% -158.0 -4.8% $72.27
111 ALAB ASTERA LABS INC Technology 458.0 $221K 0.12% NEW $483.12 -40.1%
112 SBUX STARBUCKS CORP Consumer Cyclical 2,161.0 $221K 0.12% NEW $102.19 +5.5%
113 VRTX VERTEX PHARMACEUTICALS INC Healthcare 440.0 $219K 0.12% NEW $496.73 +9.1%
114 MCD MCDONALDS CORP Consumer Cyclical 789.0 $213K 0.11% NEW $270.31 -2.0%
115 ISRG INTUITIVE SURGICAL INC Healthcare 536.0 $213K 0.11% -111.0 -17.2% $397.68 -6.3%
116 PFE PFIZER INC Healthcare 8,795.0 $212K 0.11% +525.0 +6.3% $24.08 +16.1%
117 DIS DISNEY WALT CO Communication Services 2,172.0 $209K 0.11% NEW $96.25 +12.3%
118 WBD WARNER BROS DISCOVERY INC Communication Services 7,652.0 $204K 0.11% NEW $26.66 +7.9%
119 T AT&T INC Communication Services 9,721.0 $201K 0.11% +3K +37.1% $20.70 +25.6%
120 APP APPLOVIN CORP Technology 389.0 $200K 0.11% +91.0 +30.5% $515.23 -38.3%
Page 6 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%