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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 10 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SRAD SPORTRADAR GROUP AG Technology 13,305.0 $199K 0.04% +2K +16.2% $14.97 -12.5%
182 ORLA ORLA MNG LTD NEW Basic Materials 20,293.0 $199K 0.04% +2K +8.3% $9.79 -3.6%
183 QXO QXO INC Industrials 11,281.0 $195K 0.04% +381.0 +3.5% $17.28 -22.4%
184 BSCV INVESCO EXCH TRD SLF IDX FD 11,370.0 $186K 0.04% $16.39 -1.1%
185 CDZI CADIZ INC Utilities 40,000.0 $167K 0.03% $4.18 -9.8%
186 SRTS SENSUS HEALTHCARE INC Healthcare 52,100.0 $157K 0.03% $3.02 +15.6%
187 UPWK UPWORK INC Industrials 15,356.0 $128K 0.03% +2K +12.9% $8.36 +2.5%
188 STATE STR SPDR S&P 500 ETF T 418.0 $42K 0.01% NEW $99.48
189 REI RING ENERGY INC Energy 34,500.0 $37K 0.01% $1.08 +34.3%
190 ENCORE ENERGY CORP 27,156.0 $36K 0.01% $1.31
191 BYND BEYOND MEAT INC Consumer Defensive 19,600.0 $15K 0.00% +6K +47.4% $0.75 +1786.7%
Page 10 of 10  ·  191 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%