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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 9 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XLF SELECT SECTOR SPDR TR 10,538.0 $565K 0.06% NEW $53.61 +8.1%
162 UNP UNION PAC CORP Industrials 1,997.0 $543K 0.05% NEW $271.95 +11.1%
163 TLT ISHARES TR 6,240.0 $539K 0.05% NEW $86.42 -5.7%
164 XPO XPO INC Industrials 2,624.0 $539K 0.05% NEW $205.29 +0.4%
165 FNDX SCHWAB STRATEGIC TR 17,279.0 $537K 0.05% NEW $31.10 +4.6%
166 VXF VANGUARD INDEX FDS 2,101.0 $517K 0.05% NEW $246.17 +0.4%
167 NEE NEXTERA ENERGY INC Utilities 5,889.0 $517K 0.05% NEW $87.77 -1.3%
168 AVIV AMERICAN CENTY ETF TR 6,425.0 $497K 0.05% NEW $77.42 +7.0%
169 LMBS FIRST TR EXCHANGE-TRADED FD 9,790.0 $487K 0.05% NEW $49.78 -0.2%
170 APH AMPHENOL CORP Technology 2,760.0 $487K 0.05% NEW $176.32 -9.0%
171 IWB ISHARES TR 1,183.0 $484K 0.05% NEW $409.42 +2.8%
172 CEG CONSTELLATION ENERGY CORP Utilities 1,905.0 $473K 0.05% NEW $248.35 +11.4%
173 ORCL ORACLE CORP Technology 3,219.0 $472K 0.05% NEW $146.56 -1.6%
174 SPGI S&P GLOBAL INC Financial Services 1,158.0 $472K 0.05% NEW $407.20 +2.4%
175 CMCSA COMCAST CORP NEW Communication Services 19,059.0 $468K 0.05% NEW $24.55 +6.1%
176 PANW PALO ALTO NETWORKS INC Technology 1,341.0 $457K 0.05% NEW $341.02 +9.1%
177 ETN EATON CORP PLC Industrials 1,072.0 $457K 0.05% NEW $426.12 +2.3%
178 FLOT ISHARES TR 8,923.0 $456K 0.05% NEW $51.05 -0.2%
179 CWB SPDR SERIES TRUST 4,209.0 $454K 0.04% NEW $107.82 -2.4%
180 INTC INTEL CORP Technology 3,236.0 $452K 0.04% NEW $139.63 -31.2%
Page 9 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%