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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 7 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NVO NOVONORDISK A S Healthcare 6,544.0 $314K 0.13% $47.94 -2.8%
122 SCHX SCHWAB STRATEGIC TR 10,647.0 $313K 0.13% +692.0 +7.0% $29.43 +3.2%
123 IJR ISHARES TR 2,109.0 $313K 0.13% +281.0 +15.4% $148.31 -2.0%
124 IJH ISHARES TR 3,992.0 $308K 0.12% $77.11 -1.6%
125 DJUL FIRST TR EXCHNG TRADED FD VI 6,131.0 $307K 0.12% $50.15 +2.4%
126 LLY ELI LILLY CO Healthcare 249.0 $298K 0.12% +10.0 +4.2% $1198.69 -4.2%
127 RSP INVESCO EXCHANGE TRADED FD T 1,376.0 $293K 0.12% $212.76 +2.9%
128 IWP ISHARES TR 1,985.0 $291K 0.12% -62.0 -3.0% $146.39 -4.6%
129 IGSB ISHARES TR 5,526.0 $290K 0.12% NEW $52.41 -1.1%
130 BSV VANGUARD BD INDEX FDS 3,676.0 $286K 0.12% -9K -70.0% $77.92 -0.9%
131 CPSR CALAMOS ETF TR 10,901.0 $282K 0.11% $25.84 +1.2%
132 IXUS ISHARES TR 2,945.0 $281K 0.11% $95.44 +3.4%
133 VHT VANGUARD WORLD FD 940.0 $281K 0.11% $298.85 +7.6%
134 SLYV SPDR SERIES TRUST 2,546.0 $278K 0.11% +23.0 +0.9% $109.13 +0.5%
135 FITB FIFTH THIRD BANCORP Financial Services 4,915.0 $277K 0.11% $56.37 -2.7%
136 GOOGL ALPHABET INC Communication Services 727.0 $260K 0.10% NEW $357.37 -5.3%
137 DIS DISNEY WALT CO Communication Services 2,697.0 $260K 0.10% -298.0 -9.9% $96.25 +9.4%
138 DOCT FIRST TR EXCHNG TRADED FD VI 5,549.0 $259K 0.10% $46.68 +2.4%
139 PGIM ROCK ETF TR 9,342.0 $256K 0.10% NEW $27.41
140 ISHARES TR 10,923.0 $248K 0.10% NEW $22.69
Page 7 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%