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Portfolio (Quarterly) Guide ↗

Embree Financial Group

· CIK 0002020860
13F Portfolio $999M AUM 290 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 290 New
Page 6 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HEI HEICO CORP NEW Industrials 3,738.0 $1.3M 0.13% NEW $356.18 +3.3%
102 LLY ELI LILLY & CO Healthcare 1,093.0 $1.3M 0.13% NEW $1199.89 +2.2%
103 GLD SPDR GOLD TR Financial Services 3,505.0 $1.3M 0.13% NEW $368.38 +8.2%
104 TSLA TESLA INC Consumer Cyclical 3,004.0 $1.3M 0.13% NEW $420.60 -19.9%
105 AXP AMERICAN EXPRESS CO Financial Services 3,731.0 $1.3M 0.13% NEW $338.28 +0.1%
106 HGER HARBOR ETF TRUST 42,858.0 $1.3M 0.13% NEW $29.34 +16.7%
107 BALI BLACKROCK ETF TRUST 36,783.0 $1.2M 0.12% NEW $33.83 +3.2%
108 SPYM SPDR SERIES TRUST 14,010.0 $1.2M 0.12% NEW $87.88 +2.8%
109 IGM ISHARES TR 7,396.0 $1.2M 0.12% NEW $163.58 -2.0%
110 IAU ISHARES GOLD TR Financial Services 15,694.0 $1.2M 0.12% NEW $75.51 +8.2%
111 SCHC SCHWAB STRATEGIC TR 24,312.0 $1.2M 0.12% NEW $48.12 +4.9%
112 FIG FIGMA INC Technology 62,266.0 $1.1M 0.11% NEW $18.09 +43.8%
113 XLK SELECT SECTOR SPDR TR 5,905.0 $1.1M 0.11% NEW $190.51 -2.6%
114 FNDE SCHWAB STRATEGIC TR 28,169.0 $1.1M 0.11% NEW $39.68 +3.3%
115 SCHD SCHWAB STRATEGIC TR 34,823.0 $1.1M 0.11% NEW $31.71 +8.8%
116 BITB BITWISE BITCOIN ETF TR Financial Services 34,595.0 $1.1M 0.11% NEW $31.86 +10.1%
117 CAT CATERPILLAR INC Industrials 1,029.0 $1.1M 0.11% NEW $1064.43 -21.0%
118 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,154.0 $1.1M 0.11% NEW $935.75 +2.7%
119 TAFI AB ACTIVE ETFS INC 42,650.0 $1.1M 0.11% NEW $25.22 -0.6%
120 QUAL ISHARES TR 4,795.0 $1.1M 0.10% NEW $219.45 +2.1%
Page 6 of 15  ·  290 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 48.7%
Technology 25.9%
Communication Services 7.7%
Consumer Cyclical 4.6%
Industrials 4.5%
Healthcare 4.2%
Energy 1.8%
Consumer Defensive 1.6%
Utilities 0.5%
Basic Materials 0.2%