BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Mattson Financial Services, LLC

· CIK 0002034595
13F Portfolio $478M AUM 235 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 235 New
Page 10 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MCK MCKESSON CORP Healthcare 400.0 $337K 0.07% NEW $841.31 +7.6%
182 SU SUNCOR ENERGY INC NEW Energy 5,539.0 $336K 0.07% NEW $60.68 +7.7%
183 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 2,083.0 $333K 0.07% NEW $159.87 +2.4%
184 JD JD.COM INC Consumer Cyclical 11,160.0 $331K 0.07% NEW $29.68 -1.1%
185 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 801.0 $328K 0.07% NEW $409.74 +1.9%
186 INNOVATOR ETFS TRUST 16,862.0 $327K 0.07% NEW $19.40
187 SHEL SHELL PLC Energy 3,824.0 $325K 0.07% NEW $85.08 +8.4%
188 SKM SK TELECOM CO LTD Communication Services 10,209.0 $324K 0.07% NEW $31.76 +24.9%
189 VOD VODAFONE GROUP PLC Communication Services 20,558.0 $321K 0.07% NEW $15.62 +3.3%
190 DB DEUTSCHE BK AG Financial Services 8,777.0 $316K 0.07% NEW $36.06 +8.3%
191 LIN LINDE PLC Basic Materials 606.0 $316K 0.07% NEW $520.74 -6.4%
192 IRM IRON MTN INC DEL Real Estate 2,558.0 $311K 0.07% NEW $121.66 -0.6%
193 PK PARK HOTELS & RESORTS INC Real Estate 21,254.0 $310K 0.07% NEW $14.60 +10.8%
194 AER AERCAP HOLDINGS NV Industrials 2,107.0 $310K 0.07% NEW $147.16 +0.2%
195 AMCOR PLC 6,891.0 $309K 0.07% NEW $44.84
196 TFI SPDR SERIES TRUST 6,801.0 $309K 0.07% NEW $45.42 -1.2%
197 UNILEVER PLC 4,898.0 $307K 0.06% NEW $62.71
198 SBS COMPANHIA DE SANEAMENTO BASI Utilities 52,979.0 $307K 0.06% NEW $5.79 -17.1%
199 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,552.0 $303K 0.06% NEW $118.79 -0.4%
200 OKTA OKTA INC Technology 2,025.0 $299K 0.06% NEW $147.74 -11.6%
Page 10 of 12  ·  235 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 27.1%
Financial Services 17.2%
Consumer Cyclical 10.6%
Healthcare 10.4%
Industrials 10.3%
Consumer Defensive 7.5%
Energy 5.5%
Communication Services 4.9%
Real Estate 2.3%
Basic Materials 2.2%