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Portfolio (Quarterly) Guide ↗

MINDSET WEALTH MANAGEMENT, LLC

· CIK 0002044232
13F Portfolio $519M AUM 191 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 83 Added 40 Reduced 9 Exited
Page 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INGR INGREDION INC Consumer Defensive 5,080.0 $481K 0.09% +497.0 +10.8% $94.71 +12.1%
62 SCHX SCHWAB STRATEGIC TR 14,120.0 $416K 0.08% +153.0 +1.1% $29.43 +2.4%
63 PAAS PAN AMERN SILVER CORP Basic Materials 9,153.0 $410K 0.08% +79.0 +0.9% $44.79 +19.7%
64 ET ENERGY TRANSFER L P Energy 21,040.0 $402K 0.08% +4K +27.2% $19.12 +10.3%
65 AIG AMERICAN INTL GROUP INC Financial Services 5,300.0 $395K 0.08% +200.0 +3.9% $74.53 +3.8%
66 RDDT REDDIT INC Communication Services 2,215.0 $384K 0.07% +15.0 +0.7% $173.58 -12.0%
67 CARR CARRIER GLOBAL CORPORATION Industrials 5,086.0 $373K 0.07% +700.0 +16.0% $73.35 -18.2%
68 SYK STRYKER CORPORATION Healthcare 1,150.0 $362K 0.07% +300.0 +35.3% $314.84 +4.1%
69 EXEL EXELIXIS INC Healthcare 6,179.0 $336K 0.07% +519.0 +9.2% $54.41 +0.3%
70 KO COCA COLA CO Consumer Defensive 3,960.0 $322K 0.06% +839.0 +26.9% $81.27 +13.2%
71 PFE PFIZER INC Healthcare 13,340.0 $321K 0.06% +6K +77.1% $24.08 +16.2%
72 SPXC SPX TECHNOLOGIES INC Industrials 1,247.0 $306K 0.06% +26.0 +2.1% $245.17 -18.1%
73 DIS DISNEY WALT CO Communication Services 3,131.0 $301K 0.06% +400.0 +14.7% $96.25 +14.9%
74 T AT&T INC Communication Services 14,327.0 $297K 0.06% +3K +27.6% $20.70 +24.1%
75 VZ VERIZON COMMUNICATIONS INC Communication Services 6,785.0 $287K 0.06% +1K +21.5% $42.34 +18.4%
76 CDE COEUR MNG INC Basic Materials 16,747.0 $273K 0.05% +548.0 +3.4% $16.32 +27.9%
77 COP CONOCOPHILLIPS Energy 2,300.0 $239K 0.05% +700.0 +43.8% $103.96 +28.3%
78 SCCO SOUTHERN COPPER CORP Basic Materials 1,302.0 $227K 0.04% +12.0 +0.9% $174.26 +22.9%
79 SRAD SPORTRADAR GROUP AG Technology 13,305.0 $199K 0.04% +2K +16.2% $14.97 -12.5%
80 ORLA ORLA MNG LTD NEW Basic Materials 20,293.0 $199K 0.04% +2K +8.3% $9.79 -3.6%
Page 4 of 5  ·  83 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 73.5%
Financial Services 6.1%
Energy 4.7%
Industrials 3.6%
Consumer Cyclical 3.6%
Communication Services 3.2%
Healthcare 2.5%
Consumer Defensive 1.6%
Utilities 0.7%
Basic Materials 0.6%