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Portfolio (Quarterly) Guide ↗

PURE PORTFOLIOS HOLDINGS LLC

· CIK 0002041678
13F Portfolio $320M AUM Filed Oct 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 103 New
Page 3 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ORCL ORACLE CORP Technology 3,751.0 $1.1M 0.33% NEW $281.21 -34.8%
42 VBR VANGUARD INDEX FDS 4,993.0 $1.0M 0.33% NEW $208.71 +13.5%
43 INFL LISTED FDS TR 18,433.0 $824K 0.26% NEW $44.69 +12.4%
44 RTX RTX CORPORATION Industrials 4,760.0 $797K 0.25% NEW $167.35 +15.1%
45 COST COSTCO WHSL CORP NEW Consumer Defensive 818.0 $757K 0.24% NEW $925.50 +4.3%
46 KO COCA COLA CO Consumer Defensive 11,082.0 $735K 0.23% NEW $66.32 +20.5%
47 IAU ISHARES GOLD TR Financial Services 10,071.0 $733K 0.23% NEW $72.77 +9.4%
48 BERKSHIRE HATHAWAY INC DEL 1,377.0 $692K 0.22% NEW $502.74
49 IVV ISHARES TR 1,031.0 $690K 0.22% NEW $669.30 +11.0%
50 BA BOEING CO Industrials 3,168.0 $684K 0.21% NEW $215.80 +4.6%
51 AGI ALAMOS GOLD INC NEW Basic Materials 19,548.0 $681K 0.21% NEW $34.86 +7.0%
52 VTIP VANGUARD MALVERN FDS 13,246.0 $671K 0.21% NEW $50.63 -1.0%
53 AEM AGNICO EAGLE MINES LTD Basic Materials 3,781.0 $637K 0.20% NEW $168.57 +2.6%
54 HL HECLA MNG CO Basic Materials 52,561.0 $636K 0.20% NEW $12.10 +32.7%
55 IWB ISHARES TR 1,647.0 $602K 0.19% NEW $365.51 +10.6%
56 TSLA TESLA INC Consumer Cyclical 1,343.0 $597K 0.19% NEW $444.72 -10.9%
57 SCHP SCHWAB STRATEGIC TR 20,662.0 $557K 0.17% NEW $26.95 -2.0%
58 NOC NORTHROP GRUMMAN CORP Industrials 902.0 $550K 0.17% NEW $609.38 -9.7%
59 CVX CHEVRON CORP NEW Energy 3,491.0 $542K 0.17% NEW $155.27 +14.4%
60 IJS ISHARES TR 4,774.0 $528K 0.17% NEW $110.60 +18.6%
Page 3 of 6  ·  103 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 56.7%
Technology 19.8%
Communication Services 7.6%
Consumer Cyclical 4.7%
Industrials 4.2%
Consumer Defensive 2.5%
Basic Materials 2.2%
Energy 1.3%
Healthcare 0.6%
Utilities 0.3%