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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 6 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ABBV ABBVIE INC Healthcare 5,144.0 $1.3M 0.27% NEW $254.39 +4.7%
102 MO ALTRIA GROUP INC Consumer Defensive 17,786.0 $1.3M 0.27% NEW $73.03 -6.1%
103 ALL ALLSTATE CORP Financial Services 5,336.0 $1.3M 0.27% NEW $241.86 +6.7%
104 USB US BANCORP Financial Services 20,146.0 $1.3M 0.27% NEW $64.01 -2.7%
105 KLAC KLA CORP Technology 5,870.0 $1.3M 0.27% NEW $219.37 -16.7%
106 EOG EOG RES INC Energy 9,159.0 $1.3M 0.27% NEW $138.46 +6.5%
107 AMGN AMGEN INC Healthcare 3,355.0 $1.2M 0.26% NEW $371.59 +19.4%
108 AZN ASTRAZENECA PLC Healthcare 7,238.0 $1.2M 0.26% NEW $169.29 -0.1%
109 QQQ INVESCO QQQ TR Financial Services 1,717.0 $1.2M 0.25% NEW $705.95 +0.5%
110 RTX RTX CORPORATION Industrials 6,127.0 $1.2M 0.25% NEW $194.37 +8.0%
111 UPS UNITED PARCEL SVCS INC Industrials 10,121.0 $1.2M 0.25% NEW $117.18 -9.7%
112 KMI KINDER MORGAN INC DEL Energy 36,313.0 $1.2M 0.25% NEW $32.54 -4.1%
113 HD HOME DEPOT INC Consumer Cyclical 3,393.0 $1.2M 0.25% NEW $348.02 -3.1%
114 TEMA ETF TRUST 50,209.0 $1.2M 0.24% NEW $23.22
115 KHC KRAFT HEINZ CO Consumer Defensive 44,102.0 $1.2M 0.24% NEW $26.23 -3.9%
116 AEP AMERICAN ELEC PWR CO INC Utilities 8,631.0 $1.1M 0.24% NEW $133.13 -7.6%
117 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 22,891.0 $1.1M 0.24% NEW $50.14 +5.4%
118 HII HUNTINGTON INGALLS INDS INC Industrials 4,192.0 $1.1M 0.24% NEW $271.05 +7.5%
119 SJM SMUCKER J M CO Consumer Defensive 9,953.0 $1.1M 0.24% NEW $113.97 +9.5%
120 JMST J P MORGAN EXCHANGE TRADED F 22,180.0 $1.1M 0.24% NEW $50.89 +0.1%
Page 6 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%