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Portfolio (Quarterly) Guide ↗

PURE PORTFOLIOS HOLDINGS LLC

· CIK 0002041678
13F Portfolio $332M AUM 104 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 42 Added 38 Reduced 3 Exited
Page 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEA VANGUARD TAX-MANAGED FDS 29,868.0 $1.9M 0.56% +2K +5.5% $62.47 +15.2%
22 SHYD VANECK ETF TRUST 78,023.0 $1.8M 0.54% +1K +1.9% $22.91 -0.4%
23 TIP ISHARES TR 16,225.0 $1.8M 0.54% +370.0 +2.3% $109.91 -0.8%
24 DFAT DIMENSIONAL ETF TRUST 28,983.0 $1.7M 0.52% +638.0 +2.2% $59.54 +14.1%
25 SHV ISHARES TR 11,530.0 $1.3M 0.38% +286.0 +2.5% $110.15 +0.0%
26 NFLX NETFLIX INC Communication Services 10,714.0 $1.0M 0.30% +10K +899.4% $93.76 -17.9%
27 IAU ISHARES GOLD TR Financial Services 10,790.0 $876K 0.26% +719.0 +7.1% $81.17 -1.9%
28 COST COSTCO WHSL CORP NEW Consumer Defensive 831.0 $716K 0.22% +13.0 +1.6% $861.95 +12.0%
29 TSLA TESLA INC Consumer Cyclical 1,434.0 $645K 0.19% +91.0 +6.8% $449.59 -11.8%
30 SCHP SCHWAB STRATEGIC TR 21,761.0 $576K 0.17% +1K +5.3% $26.49 -0.3%
31 IJS ISHARES TR 5,003.0 $569K 0.17% +229.0 +4.8% $113.72 +15.4%
32 JPM JPMORGAN CHASE & CO. Financial Services 1,442.0 $465K 0.14% +15.0 +1.1% $322.18 +3.5%
33 MO ALTRIA GROUP INC Consumer Defensive 7,959.0 $459K 0.14% +356.0 +4.7% $57.66 +19.6%
34 SHOP SHOPIFY INC Technology 2,688.0 $433K 0.13% +30.0 +1.1% $160.97 -32.9%
35 XOM EXXON MOBIL CORP Energy 3,478.0 $419K 0.13% +296.0 +9.3% $120.35 +17.9%
36 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 33,159.0 $411K 0.12% +570.0 +1.8% $12.38 +8.3%
37 T AT&T INC Communication Services 14,963.0 $372K 0.11% +4K +42.1% $24.84 -9.7%
38 SUB ISHARES TR 3,080.0 $329K 0.10% +26.0 +0.8% $106.71 -0.3%
39 XLE SELECT SECTOR SPDR TR 7,299.0 $326K 0.10% +4K +108.3% $44.71 +22.3%
40 WMT WALMART INC Consumer Defensive 2,895.0 $323K 0.10% +20.0 +0.7% $111.43 +8.6%
Page 2 of 3  ·  42 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 58.3%
Technology 18.8%
Communication Services 7.9%
Consumer Cyclical 4.0%
Industrials 4.0%
Consumer Defensive 2.4%
Basic Materials 2.0%
Energy 1.3%
Healthcare 0.9%
Utilities 0.3%