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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 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVX CHEVRON CORP NEW Energy 3,394.0 $517K 0.16% -97.0 -2.8% $152.39 +16.5%
22 V VISA INC Financial Services 1,104.0 $387K 0.12% -8.0 -0.7% $350.64 -5.0%
23 RSPT INVESCO EXCHANGE TRADED FD T 7,547.0 $343K 0.10% -925.0 -10.9% $45.51 +37.3%
24 CCJ CAMECO CORP Energy 3,656.0 $334K 0.10% -79.0 -2.1% $91.48 +15.5%
25 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 13,882.0 $328K 0.10% -2K -12.6% $23.65 -9.2%
26 GM GENERAL MTRS CO Consumer Cyclical 4,016.0 $327K 0.10% -50.0 -1.2% $81.32 -2.1%
27 AMGN AMGEN INC Healthcare 991.0 $324K 0.10% -13.0 -1.3% $327.17 +4.4%
28 MUST COLUMBIA ETF TR I 15,528.0 $320K 0.10% -2K -12.4% $20.61 +0.1%
29 IWM ISHARES TR 1,244.0 $306K 0.09% -193.0 -13.4% $246.16 +17.8%
30 IWF ISHARES TR 642.0 $304K 0.09% -5.0 -0.8% $473.02 -74.3%
31 VUG VANGUARD INDEX FDS 577.0 $282K 0.09% -29.0 -4.8% $487.96 -82.5%
32 ABBV ABBVIE INC Healthcare 1,121.0 $256K 0.08% -11.0 -1.0% $228.55 -3.2%
33 SPY SPDR S&P 500 ETF TR Financial Services 357.0 $243K 0.07% -19.0 -5.0% $681.02 +8.8%
34 RDDT REDDIT INC Communication Services 1,028.0 $236K 0.07% -50.0 -4.6% $229.87 -27.8%
35 AVGO BROADCOM INC Technology 679.0 $235K 0.07% -34.0 -4.8% $346.33 +13.4%
36 IWR ISHARES TR 2,145.0 $206K 0.06% -115.0 -5.1% $96.26 +11.7%
37 PCT PURECYCLE TECHNOLOGIES INC Industrials 23,529.0 $202K 0.06% -6K -21.1% $8.59 +0.3%
38 XLRE SELECT SECTOR SPDR TR 4,970.0 $201K 0.06% -403.0 -7.5% $40.35 +9.0%
Page 2 of 2  ·  38 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%