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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 8 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SAIA SAIA INC Industrials 1,241.0 $544K 0.11% NEW $438.29 -21.5%
142 IWY ISHARES TR 1,913.0 $543K 0.11% NEW $283.83 +0.3%
143 EXPAND ENERGY CORPORATION 6,153.0 $543K 0.11% NEW $88.18
144 FIVE FIVE BELOW INC Consumer Cyclical 2,741.0 $542K 0.11% NEW $197.71 +31.2%
145 SPAB SPDR SERIES TRUST 19,994.0 $506K 0.11% NEW $25.30 -0.2%
146 JAMES HARDIE INDS PLC 18,754.0 $506K 0.11% NEW $26.96
147 CSHI NEOS ETF TRUST 9,807.0 $488K 0.10% NEW $49.71 +0.0%
148 HQY HEALTHEQUITY INC Healthcare 4,901.0 $484K 0.10% NEW $98.69 +6.8%
149 INVH INVITATION HOMES INC Real Estate 15,020.0 $457K 0.10% NEW $30.42 -0.7%
150 WFRD WEATHERFORD INTL PLC Energy 5,652.0 $455K 0.10% NEW $80.42 +9.7%
151 SPTL SPDR SERIES TRUST 17,446.0 $447K 0.09% NEW $25.65 -0.7%
152 DT DYNATRACE INC Technology 9,838.0 $441K 0.09% NEW $44.83 +11.7%
153 HUM HUMANA INC Healthcare 1,135.0 $439K 0.09% NEW $386.48 +0.8%
154 FEBT AIM ETF PRODUCTS TRUST 10,575.0 $437K 0.09% NEW $41.34 +1.6%
155 ET ENERGY TRANSFER L P Energy 20,637.0 $417K 0.09% NEW $20.20 +4.1%
156 AOS SMITH A O CORP Industrials 6,840.0 $414K 0.09% NEW $60.53 +2.7%
157 PINNACLE FINL PARTNERS INC 3,991.0 $412K 0.09% NEW $103.28
158 IJH ISHARES TR 5,368.0 $408K 0.09% NEW $75.99 +0.2%
159 AGGH SIMPLIFY EXCHANGE TRADED FUN 19,896.0 $400K 0.08% NEW $20.10 -0.6%
160 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 11,484.0 $393K 0.08% NEW $34.20 +9.5%
Page 8 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%