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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 7 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TSCO TRACTOR SUPPLY CO Consumer Cyclical 36,252.0 $1.1M 0.23% NEW $31.01 +14.1%
122 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 19,375.0 $1.1M 0.23% NEW $57.80 +8.2%
123 WFC WELLS FARGO & CO Financial Services 12,242.0 $1.1M 0.23% NEW $88.07 -3.7%
124 SMOT VANECK ETF TRUST 23,407.0 $927K 0.19% NEW $39.59 +3.6%
125 SPIB SPDR SERIES TRUST 26,902.0 $895K 0.19% NEW $33.27 -0.2%
126 PRFD PIMCO ETF TR 17,436.0 $889K 0.19% NEW $50.97 -0.5%
127 SPTI SPDR SERIES TRUST 31,025.0 $876K 0.18% NEW $28.22 -0.0%
128 GSY INVESCO ACTIVELY MANAGED EXC 16,798.0 $844K 0.18% NEW $50.24 -0.2%
129 UYLD ANGEL OAK FUNDS TRUST 16,479.0 $842K 0.18% NEW $51.11 +0.1%
130 FOXY SIMPLIFY EXCHANGE TRADED FUN 28,533.0 $835K 0.17% NEW $29.28 -5.6%
131 BOXX EA SERIES TRUST 7,102.0 $834K 0.17% NEW $117.47 +0.4%
132 FTSM FIRST TR EXCHANGE-TRADED FD 13,454.0 $805K 0.17% NEW $59.84 +0.1%
133 IBM INTERNATIONAL BUSINESS MACHS Technology 3,619.0 $793K 0.17% NEW $219.05 +6.9%
134 FORTINET INC 4,759.0 $765K 0.16% NEW $160.78
135 TOLZ PROSHARES TR 11,467.0 $693K 0.14% NEW $60.42 -1.8%
136 CSNR COHEN & STEERS ETF TRUST 18,887.0 $643K 0.14% NEW $34.06 +13.5%
137 LPLA LPL FINL HLDGS INC Financial Services 1,874.0 $620K 0.13% NEW $330.77 +9.4%
138 GPN GLOBAL PMTS INC Industrials 7,694.0 $619K 0.13% NEW $80.49 +16.6%
139 BA BOEING CO Industrials 2,776.0 $595K 0.12% NEW $214.34 -1.5%
140 ULTA ULTA BEAUTY INC Consumer Cyclical 1,219.0 $584K 0.12% NEW $478.86 +12.2%
Page 7 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%