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Portfolio (Quarterly) Guide ↗

HOWARD BAILEY SECURITIES, LLC

· CIK 0002043986
13F Portfolio $267M AUM 121 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 121 New
Page 5 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADI ANALOG DEVICES INC Technology 798.0 $317K 0.12% NEW $397.17 -8.8%
82 EES WISDOMTREE TR 4,671.0 $317K 0.12% NEW $67.79 +0.9%
83 SPGI S&P GLOBAL INC Financial Services 773.0 $315K 0.12% NEW $407.26 +8.9%
84 SCHW SCHWAB CHARLES CORP Financial Services 3,392.0 $313K 0.12% NEW $92.27 +18.4%
85 WTMF WISDOMTREE TR 7,604.0 $311K 0.12% NEW $40.85 +3.0%
86 VTI VANGUARD INDEX FDS 809.0 $299K 0.11% NEW $370.12 +2.6%
87 NTRA NATERA INC Healthcare 1,088.0 $295K 0.11% NEW $271.45 +20.9%
88 BERKSHIRE HATHAWAY INC DEL 583.0 $292K 0.11% NEW $500.23
89 ETN EATON CORP PLC Industrials 650.0 $277K 0.10% NEW $426.12 -3.6%
90 DLS WISDOMTREE TR 3,243.0 $272K 0.10% NEW $83.79 +7.5%
91 TLT ISHARES TR 3,139.0 $271K 0.10% NEW $86.42 -4.9%
92 AMD ADVANCED MICRO DEVICES INC Technology 466.0 $271K 0.10% NEW $580.91 -17.8%
93 JNJ JOHNSON & JOHNSON Healthcare 1,055.0 $268K 0.10% NEW $253.97 +8.4%
94 VOO VANGUARD INDEX FDS 388.0 $266K 0.10% NEW $686.84 +3.1%
95 VFLO VICTORY PORTFOLIOS II 5,797.0 $265K 0.10% NEW $45.75 +20.9%
96 LDUR PIMCO ETF TR 2,703.0 $258K 0.10% NEW $95.61 -0.6%
97 SHV ISHARES TR 2,236.0 $247K 0.09% NEW $110.35 -0.2%
98 VRSK VERISK ANALYTICS INC Industrials 1,337.0 $240K 0.09% NEW $179.53 +3.5%
99 PEP PEPSICO INC Consumer Defensive 1,763.0 $239K 0.09% NEW $135.43 +1.6%
100 SPIB SPDR SERIES TRUST 7,133.0 $239K 0.09% NEW $33.46 -1.6%
Page 5 of 7  ·  121 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 48.2%
Financial Services 13.9%
Healthcare 9.1%
Consumer Cyclical 8.0%
Industrials 7.7%
Communication Services 6.2%
Basic Materials 4.8%
Consumer Defensive 2.2%