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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 2 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LRCX LAM RESEARCH CORP Technology 15,073.0 $4.8M 1.01% NEW $320.96 -2.1%
22 V VISA INC Financial Services 13,080.0 $4.8M 1.00% NEW $365.15 +4.6%
23 BLOK AMPLIFY ETF TR 79,643.0 $4.7M 0.99% NEW $59.64 +7.3%
24 BBBS BONDBLOXX ETF TRUST 92,345.0 $4.7M 0.98% NEW $50.85 -0.0%
25 DABS DOUBLELINE ETF TRUST 89,871.0 $4.5M 0.95% NEW $50.52 -0.1%
26 TGT TARGET CORP Consumer Defensive 32,181.0 $4.5M 0.94% NEW $140.21 +16.8%
27 JAAA JANUS DETROIT STR TR 87,660.0 $4.4M 0.93% NEW $50.57 +0.2%
28 IVV ISHARES TR 5,712.0 $4.3M 0.90% NEW $754.42 +2.0%
29 CRPT FIRST TR EXCHNG TRADED FD VI 338,697.0 $4.0M 0.83% NEW $11.68 +25.8%
30 ETN EATON CORP PLC Industrials 9,948.0 $3.9M 0.82% NEW $396.27 +4.3%
31 MDT MEDTRONIC PLC Healthcare 47,080.0 $3.9M 0.82% NEW $83.56 +10.1%
32 KO COCA COLA CO Consumer Defensive 45,969.0 $3.9M 0.82% NEW $84.92 +7.8%
33 AIS TIDAL TRUST III 57,796.0 $3.9M 0.81% NEW $67.25 +1.1%
34 URI UNITED RENTALS INC Industrials 3,592.0 $3.9M 0.81% NEW $1071.84 -0.0%
35 WMT WALMART INC Consumer Defensive 33,078.0 $3.8M 0.80% NEW $114.95 -8.9%
36 BAC BANK OF AMER CORP Financial Services 57,910.0 $3.6M 0.74% NEW $61.49 +1.3%
37 JNJ JOHNSON & JOHNSON Healthcare 14,182.0 $3.5M 0.74% NEW $249.97 +9.2%
38 APH AMPHENOL CORP Technology 22,841.0 $3.5M 0.73% NEW $153.14 +3.6%
39 LOUP INNOVATOR ETFS TRUST 38,341.0 $3.4M 0.72% NEW $89.75 -0.3%
40 QTUM ETF SER SOLUTIONS 24,022.0 $3.4M 0.72% NEW $142.89 +4.0%
Page 2 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%