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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 5 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPY STATE STR SPDR SP 500 ETF T Financial Services 731.0 $546K 0.22% +91.0 +14.2% $746.61 +3.2%
82 SCHF SCHWAB STRATEGIC TR 19,152.0 $531K 0.21% -3K -13.1% $27.70 +3.2%
83 PGIM ROCK ETF TR 19,202.0 $511K 0.21% $26.61
84 DFEB FIRST TR EXCHNG TRADED FD VI 10,014.0 $506K 0.20% $50.49 +2.2%
85 NVDA NVIDIA CORPORATION Technology 2,473.0 $495K 0.20% -189.0 -7.1% $200.12 +15.1%
86 BNDX VANGUARD CHARLOTTE FDS 10,076.0 $488K 0.20% +5K +95.3% $48.43 -2.0%
87 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 991.0 $473K 0.19% NEW $477.57 -10.2%
88 CPSF CALAMOS ETF TR 17,469.0 $458K 0.18% -6K -26.3% $26.20 +1.4%
89 DMAR FIRST TR EXCHNG TRADED FD VI 10,018.0 $448K 0.18% $44.73 +2.0%
90 IBMQ ISHARES TR 17,321.0 $443K 0.18% +4K +25.5% $25.58 -0.5%
91 VTP VANGUARD MALVERN FDS 5,672.0 $435K 0.17% NEW $76.66 -1.9%
92 INNOVATOR ETFS TRUST 14,495.0 $434K 0.17% $29.97
93 MU MICRON TECHNOLOGY INC Technology 376.0 $434K 0.17% NEW $1154.29 -11.9%
94 IBMP ISHARES TR 16,398.0 $417K 0.17% +170.0 +1.1% $25.42 -0.4%
95 TER TERADYNE INC Technology 856.0 $414K 0.17% NEW $483.84 -26.2%
96 IBIH ISHARES TR 15,443.0 $406K 0.16% +1K +9.8% $26.29 -2.7%
97 ISCV ISHARES TR 5,069.0 $397K 0.16% -5K -49.6% $78.32 +3.0%
98 IBID ISHARES TR 15,126.0 $397K 0.16% +3K +20.5% $26.24 -1.5%
99 JPM JPMORGAN CHASE CO Financial Services 1,192.0 $390K 0.16% +75.0 +6.7% $327.30 +9.6%
100 VGT VANGUARD WORLD FD 3,264.0 $390K 0.16% +3K +703.9% $119.52 +1.5%
Page 5 of 8  ·  152 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%