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Portfolio (Quarterly) Guide ↗

Mainstream Capital Management LLC

· CIK 0002043084
13F Portfolio $149M AUM 88 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 20 Added 24 Reduced 5 Exited
Page 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ATI ATI INC COM Industrials 1,700.0 $247K 0.17% NEW $145.46 +11.6%
82 QQQ INVESCO QQQ TRUST SERIES I Financial Services 423.0 $244K 0.16% $577.18 +24.3%
83 IVE ISHARES S&P 500 VALUE ETF 1,143.0 $241K 0.16% -21.0 -1.8% $211.15 +8.0%
84 DIS DISNEY WALT CO COM Communication Services 2,390.0 $230K 0.15% -70.0 -2.9% $96.38 +6.9%
85 RIOT RIOT PLATFORMS INC COM Financial Services 16,666.0 $206K 0.14% $12.36 +98.1%
86 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 2,611.0 $205K 0.14% NEW $78.66 +21.5%
87 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 12,892.0 $204K 0.14% $15.83 -1.6%
88 SCHD SCHWAB US DIVIDEND EQUITY ETF 6,649.0 $204K 0.14% NEW $30.68 +7.0%
Page 5 of 5  ·  88 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
Technology 28.7%
Consumer Cyclical 21.0%
Communication Services 17.4%
Financial Services 17.3%
Industrials 4.9%
Consumer Defensive 4.5%
Utilities 2.4%
Healthcare 2.4%
Energy 1.2%