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Portfolio (Quarterly) Guide ↗

JIM SAULNIER & ASSOCIATES, LLC

· CIK 0002044420
13F Portfolio $249M AUM 152 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 28 New 57 Added 31 Reduced 15 Exited
Page 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPY STATE STR SPDR SP 500 ETF T Financial Services 731.0 $546K 0.22% +91.0 +14.2% $746.61 +3.2%
42 BNDX VANGUARD CHARLOTTE FDS 10,076.0 $488K 0.20% +5K +95.3% $48.43 -2.0%
43 IBMQ ISHARES TR 17,321.0 $443K 0.18% +4K +25.5% $25.58 -0.5%
44 IBMP ISHARES TR 16,398.0 $417K 0.17% +170.0 +1.1% $25.42 -0.4%
45 IBIH ISHARES TR 15,443.0 $406K 0.16% +1K +9.8% $26.29 -2.7%
46 IBID ISHARES TR 15,126.0 $397K 0.16% +3K +20.5% $26.24 -1.5%
47 JPM JPMORGAN CHASE CO Financial Services 1,192.0 $390K 0.16% +75.0 +6.7% $327.30 +9.6%
48 VGT VANGUARD WORLD FD 3,264.0 $390K 0.16% +3K +703.9% $119.52 +1.5%
49 RPV INVESCO EXCHANGE TRADED FD T 3,204.0 $365K 0.15% +39.0 +1.2% $113.82 +7.9%
50 EMXC ISHARES INC 3,211.0 $329K 0.13% +18.0 +0.6% $102.31 -1.2%
51 IBIC ISHARES TR 12,356.0 $322K 0.13% +1K +12.5% $26.09 -1.5%
52 XLK SELECT SECTOR SPDR TR 1,675.0 $319K 0.13% +193.0 +13.0% $190.52 -1.7%
53 SCHX SCHWAB STRATEGIC TR 10,647.0 $313K 0.13% +692.0 +7.0% $29.43 +3.2%
54 IJR ISHARES TR 2,109.0 $313K 0.13% +281.0 +15.4% $148.31 -2.0%
55 LLY ELI LILLY CO Healthcare 249.0 $298K 0.12% +10.0 +4.2% $1198.69 -4.2%
56 SLYV SPDR SERIES TRUST 2,546.0 $278K 0.11% +23.0 +0.9% $109.13 +0.5%
57 ET ENERGY TRANSFER L P Energy 12,896.0 $247K 0.10% +428.0 +3.4% $19.12 +12.4%
Page 3 of 3  ·  57 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 47.0%
Financial Services 13.7%
Healthcare 10.9%
Consumer Cyclical 8.8%
Consumer Defensive 6.3%
Communication Services 5.9%
Energy 5.1%
Industrials 2.4%