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Portfolio (Quarterly) Guide ↗

Seros Financial, LLC

· CIK 0002039918
13F Portfolio $170M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 61 New
Page 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 2,741.0 $1.3M 0.78% NEW $483.59 -13.4%
22 AAPL APPLE INC Technology 4,860.0 $1.3M 0.78% NEW $271.87 +13.6%
23 SPHB INVESCO EXCH TRADED FD TR II 9,220.0 $1.1M 0.63% NEW $116.97 +21.4%
24 BIV VANGUARD BD INDEX FDS 13,636.0 $1.1M 0.62% NEW $77.88 -2.0%
25 QQQM INVESCO EXCH TRADED FD TR II 3,495.0 $884K 0.52% NEW $252.91 +16.8%
26 TSLA TESLA INC Consumer Cyclical 1,944.0 $874K 0.51% NEW $449.72 -5.3%
27 JCI JOHNSON CTLS INTL PLC Industrials 7,100.0 $850K 0.50% NEW $119.75 +15.5%
28 SMH VANECK ETF TRUST 2,056.0 $740K 0.43% NEW $360.13 +60.0%
29 IVE ISHARES TR 3,448.0 $731K 0.43% NEW $212.05 +7.5%
30 AUSF GLOBAL X FDS 15,642.0 $725K 0.42% NEW $46.37 +6.8%
31 PFFA ETFIS SER TR I 30,067.0 $648K 0.38% NEW $21.55 -1.5%
32 CRWD CROWDSTRIKE HLDGS INC Technology 1,312.0 $615K 0.36% NEW $468.76 +41.5%
33 IVW ISHARES TR 4,955.0 $611K 0.36% NEW $123.25 +10.8%
34 PFEB INNOVATOR ETFS TRUST 13,520.0 $551K 0.32% NEW $40.72 +5.1%
35 VRSK VERISK ANALYTICS INC Industrials 2,222.0 $497K 0.29% NEW $223.69 -23.5%
36 VOO VANGUARD INDEX FDS 773.0 $485K 0.28% NEW $627.13 +9.3%
37 OMFL INVESCO EXCH TRD SLF IDX FD 7,904.0 $483K 0.28% NEW $61.13 +11.4%
38 SHOP SHOPIFY INC Technology 2,906.0 $468K 0.27% NEW $160.97 -36.0%
39 MTUM ISHARES TR 1,683.0 $421K 0.25% NEW $250.37 +21.3%
40 IWM ISHARES TR 1,527.0 $376K 0.22% NEW $246.15 +15.8%
Page 2 of 4  ·  61 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
Financial Services 58.5%
Technology 20.8%
Industrials 9.3%
Consumer Cyclical 7.0%
Communication Services 2.2%
Healthcare 1.5%
Consumer Defensive 0.8%