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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 11 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CMS CMS ENERGY CORP Utilities 3,999.0 $297K 0.06% NEW $74.39 -7.6%
202 NVS NOVARTIS AG Healthcare 1,941.0 $296K 0.06% NEW $152.73 +4.7%
203 SNAP SNAP INC Communication Services 62,858.0 $295K 0.06% NEW $4.69 +26.3%
204 EMBJ EMBRAER S.A. Industrials 4,577.0 $295K 0.06% NEW $64.37 +15.9%
205 PUK PRUDENTIAL PLC Financial Services 10,150.0 $290K 0.06% NEW $28.58 -0.5%
206 CLH CLEAN HARBORS INC Industrials 924.0 $287K 0.06% NEW $310.57 -0.7%
207 NGG NATIONAL GRID PLC Utilities 3,459.0 $285K 0.06% NEW $82.51 -1.6%
208 TMO THERMO FISHER SCIENTIFIC INC Healthcare 525.0 $285K 0.06% NEW $543.19 +15.6%
209 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 2,775.0 $283K 0.06% NEW $102.04 +14.6%
210 UAL UNITED AIRLS HLDGS INC Industrials 2,347.0 $279K 0.06% NEW $118.81 -1.2%
211 GBCI GLACIER BANCORP INC NEW Financial Services 5,105.0 $278K 0.06% NEW $54.51 -13.1%
212 TEL TE CONNECTIVITY PLC Technology 1,358.0 $275K 0.06% NEW $202.57 -0.6%
213 CUBE CUBESMART Real Estate 6,517.0 $274K 0.06% NEW $42.07 -3.4%
214 CRH PLC 2,525.0 $267K 0.06% NEW $105.59
215 FLR FLUOR CORP Industrials 5,352.0 $265K 0.06% NEW $49.51 +3.5%
216 CL COLGATE PALMOLIVE CO Consumer Defensive 2,800.0 $263K 0.06% NEW $94.07 -2.9%
217 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,118.0 $249K 0.05% NEW $117.49 +1.7%
218 ROST ROSS STORES INC Consumer Cyclical 1,068.0 $249K 0.05% NEW $232.72 +3.6%
219 OXY OCCIDENTAL PETE CORP Energy 4,529.0 $243K 0.05% NEW $53.65 +8.9%
220 DOV DOVER CORP Industrials 1,113.0 $242K 0.05% NEW $217.51 -7.1%
Page 11 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%