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Portfolio (Quarterly) Guide ↗

Oregon Pacific Wealth Management, LLC

· CIK 0002043757
13F Portfolio $107M AUM 156 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 26 Added 56 Reduced 7 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HD HOME DEPOT INC Consumer Cyclical 791.0 $279K 0.26% +50.0 +6.8% $352.68 -4.2%
22 COWZ PACER FDS TR 4,403.0 $274K 0.26% +170.0 +4.0% $62.20 +15.9%
23 SHLD GLOBAL X FDS 4,241.0 $253K 0.24% +1K +46.3% $59.71 +9.9%
24 BDX BECTON DICKINSON & CO Healthcare 1,586.0 $240K 0.23% +265.0 +20.1% $151.33 +25.4%
25 EVUS ISHARES TR 6,451.0 $226K 0.21% +131.0 +2.1% $35.11 +6.1%
26 VMBS VANGUARD SCOTTSDALE FDS 4,598.0 $215K 0.20% +338.0 +7.9% $46.81 -0.8%
Page 2 of 2  ·  26 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 29.9%
Financial Services 21.8%
Consumer Cyclical 15.1%
Communication Services 14.1%
Healthcare 8.7%
Energy 3.6%
Industrials 3.0%
Consumer Defensive 2.4%
Basic Materials 1.4%