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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLE SELECT SECTOR SPDR TR 7,299.0 $326K 0.10% +4K +108.3% $44.71 +22.3%
82 AMGN AMGEN INC Healthcare 991.0 $324K 0.10% -13.0 -1.3% $327.17 +4.4%
83 WMT WALMART INC Consumer Defensive 2,895.0 $323K 0.10% +20.0 +0.7% $111.43 +8.6%
84 MUST COLUMBIA ETF TR I 15,528.0 $320K 0.10% -2K -12.4% $20.61 +0.1%
85 IWM ISHARES TR 1,244.0 $306K 0.09% -193.0 -13.4% $246.16 +17.8%
86 IWF ISHARES TR 642.0 $304K 0.09% -5.0 -0.8% $473.02 -74.3%
87 SO SOUTHERN CO Utilities 3,281.0 $286K 0.09% $87.21 +6.1%
88 VUG VANGUARD INDEX FDS 577.0 $282K 0.09% -29.0 -4.8% $487.96 -82.5%
89 FDX FEDEX CORP Industrials 949.0 $274K 0.08% $288.84 +12.8%
90 DE DEERE & CO Industrials 557.0 $259K 0.08% $465.57 +26.4%
91 ABBV ABBVIE INC Healthcare 1,121.0 $256K 0.08% -11.0 -1.0% $228.55 -3.2%
92 ITA ISHARES TR 1,155.0 $248K 0.07% +20.0 +1.8% $214.62 +13.1%
93 SPY SPDR S&P 500 ETF TR Financial Services 357.0 $243K 0.07% -19.0 -5.0% $681.02 +8.8%
94 LLY ELI LILLY & CO Healthcare 223.0 $240K 0.07% NEW $1076.53 +3.3%
95 RDDT REDDIT INC Communication Services 1,028.0 $236K 0.07% -50.0 -4.6% $229.87 -27.8%
96 AVGO BROADCOM INC Technology 679.0 $235K 0.07% -34.0 -4.8% $346.33 +13.4%
97 VGIT VANGUARD SCOTTSDALE FDS 3,698.0 $222K 0.07% +34.0 +0.9% $59.93 -2.1%
98 AIQ GLOBAL X FDS 4,292.0 $218K 0.07% $50.86 +26.5%
99 IWR ISHARES TR 2,145.0 $206K 0.06% -115.0 -5.1% $96.26 +11.7%
100 EFA ISHARES TR 2,140.0 $206K 0.06% NEW $96.03 +8.1%
Page 5 of 6  ·  104 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%