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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 4 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PWR QUANTA SVCS INC Industrials 4,095.0 $2.6M 0.54% NEW $631.02 -4.3%
62 AVEM AMERICAN CENTY ETF TR 27,646.0 $2.5M 0.52% NEW $90.39 +4.8%
63 NEE NEXTERA ENERGY INC Utilities 27,338.0 $2.4M 0.51% NEW $89.35 -5.7%
64 LUV SOUTHWEST AIRLS CO Industrials 49,002.0 $2.4M 0.51% NEW $49.43 -17.4%
65 HODL VANECK BITCOIN ETF 132,660.0 $2.4M 0.50% NEW $18.16 +23.0%
66 BIL SPDR SERIES TRUST 26,251.0 $2.4M 0.50% NEW $91.53 +0.1%
67 CTAS CINTAS CORP Industrials 11,431.0 $2.4M 0.49% NEW $206.25 -0.7%
68 GOOGL ALPHABET INC Communication Services 6,505.0 $2.3M 0.48% NEW $354.46 -2.1%
69 JMBS JANUS DETROIT STR TR 50,643.0 $2.3M 0.47% NEW $44.78 -0.2%
70 BBUS J P MORGAN EXCHANGE TRADED F 15,936.0 $2.2M 0.45% NEW $135.37 +2.0%
71 WCN WASTE CONNECTIONS INC Industrials 12,112.0 $2.1M 0.44% NEW $174.33 -4.7%
72 BSX BOSTON SCIENTIFIC CORP Healthcare 46,991.0 $2.1M 0.44% NEW $44.62 +11.7%
73 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,217.0 $2.1M 0.44% NEW $945.59 +1.5%
74 EQIX EQUINIX INC Real Estate 2,041.0 $2.1M 0.43% NEW $1009.17 +6.4%
75 EXR EXTRA SPACE STORAGE INC Real Estate 13,634.0 $2.0M 0.43% NEW $150.33 -3.6%
76 ROK ROCKWELL AUTOMATION INC Industrials 4,365.0 $2.0M 0.43% NEW $468.67 -8.4%
77 ECL ECOLAB INC Basic Materials 7,268.0 $2.0M 0.42% NEW $275.72 +5.0%
78 QQQM INVESCO EXCH TRADED FD TR II 6,858.0 $2.0M 0.42% NEW $290.68 +0.7%
79 ABT ABBOTT LABORATORIES Healthcare 20,086.0 $2.0M 0.42% NEW $98.83 +17.5%
80 TJX TJX COS INC NEW Consumer Cyclical 12,444.0 $1.9M 0.40% NEW $154.79 -9.9%
Page 4 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%