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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 5 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NFLX NETFLIX INC. Communication Services 25,899.0 $1.9M 0.40% NEW $74.35 +10.5%
82 AIM ETF PRODUCTS TRUST 57,773.0 $1.8M 0.38% NEW $31.15
83 BKR BAKER HUGHES COMPANY Energy 31,583.0 $1.8M 0.37% NEW $56.54 +10.1%
84 ISRG INTUITIVE SURGICAL INC Healthcare 4,401.0 $1.8M 0.37% NEW $402.33 -8.0%
85 KEY KEYCORP Financial Services 72,988.0 $1.8M 0.37% NEW $23.99 -9.2%
86 GLDM WORLD GOLD TR Financial Services 22,110.0 $1.7M 0.36% NEW $78.72 +16.7%
87 XOM EXXON MOBIL CORP Energy 11,198.0 $1.6M 0.34% NEW $145.95 +11.0%
88 ASML ASML HLDG NV Technology 903.0 $1.6M 0.34% NEW $1784.87 -2.2%
89 SNPS SYNOPSYS INC Technology 3,828.0 $1.6M 0.33% NEW $417.03 -3.1%
90 XLF SELECT SECTOR SPDR TR 27,904.0 $1.6M 0.33% NEW $56.75 +2.6%
91 EIX EDISON INTL Utilities 19,733.0 $1.5M 0.32% NEW $78.05 -4.3%
92 TXN TEXAS INSTRS INC Technology 5,175.0 $1.5M 0.32% NEW $291.22 -10.8%
93 MHO M/I HOMES INC Consumer Cyclical 9,585.0 $1.5M 0.31% NEW $152.92 -0.3%
94 C CITIGROUP INC Financial Services 11,063.0 $1.5M 0.30% NEW $131.71 +0.9%
95 PRU PRUDENTIAL FINL INC Financial Services 12,013.0 $1.4M 0.30% NEW $118.25 +0.9%
96 ITW ILLINOIS TOOL WKS INC Industrials 5,010.0 $1.4M 0.30% NEW $282.97 -0.4%
97 CSCO CISCO SYS INC Technology 12,797.0 $1.4M 0.29% NEW $109.66 +1.0%
98 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 24,758.0 $1.4M 0.29% NEW $55.80 -6.2%
99 SPMD SPDR SERIES TRUST 20,359.0 $1.4M 0.28% NEW $66.60 +0.0%
100 SPYI NEOS ETF TRUST 24,593.0 $1.3M 0.28% NEW $53.53 -0.1%
Page 5 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%