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Portfolio (Quarterly) Guide ↗

Paul R. Ried Financial Group, LLC

· CIK 0002033053
13F Portfolio $229M AUM 47 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 7 New 16 Added 20 Reduced 1 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSCO CISCO SYS INC Technology 2,197.0 $258K 0.11% NEW $117.46 -7.0%
42 AVGO BROADCOM INC Technology 554.0 $209K 0.09% -56.0 -9.2% $377.75 -5.3%
43 AMGN AMGEN INC Healthcare 577.0 $209K 0.09% -56.0 -8.8% $362.12 +20.7%
44 DBMF LITMAN GREGORY FDS TR 6,697.0 $205K 0.09% NEW $30.61 +2.7%
45 GLD SPDR GOLD TR Financial Services 555.0 $204K 0.09% -89.0 -13.8% $368.38 +10.4%
46 PPLT ABRDN PLATINUM ETF TRUST Financial Services 10,170.0 $144K 0.06% +9K +786.7% $14.13 +16.8%
47 MVIS MICROVISION INC DEL Technology 10,000.0 $3K 0.00% NEW $0.33 +404.6%
Page 3 of 3  ·  47 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 48.1%
Financial Services 31.3%
Consumer Cyclical 8.8%
Industrials 7.1%
Consumer Defensive 2.6%
Communication Services 1.4%
Healthcare 0.8%