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Portfolio (Quarterly) Guide ↗

Friday Financial

· CIK 0002048792
13F Portfolio $373M AUM 108 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 56 Added 6 Reduced 2 Exited
Page 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JPEF J P MORGAN EXCHANGE TRADED F 8,322.0 $669K 0.18% NEW $80.39 +1.6%
62 MUNI PIMCO ETF TR 12,474.0 $653K 0.17% +2K +21.4% $52.38 -1.4%
63 VGT VANGUARD WORLD FD 5,512.0 $629K 0.17% +5K +700.0% $114.06 +6.9%
64 VYMI VANGUARD WHITEHALL FDS 6,156.0 $615K 0.17% +58.0 +0.9% $99.97 +5.1%
65 GOOG ALPHABET INC 1,675.0 $609K 0.16% +40.0 +2.5% $363.62
66 BERKSHIRE HATHAWAY INC DEL 1,204.0 $607K 0.16% $504.00
67 EFV ISHARES TR 7,651.0 $598K 0.16% $78.12 +4.7%
68 IBM INTERNATIONAL BUSINESS MACHS Technology 1,903.0 $583K 0.16% +35.0 +1.9% $306.13 -22.0%
69 VYM VANGUARD WHITEHALL FDS 3,499.0 $562K 0.15% $160.64 +2.3%
70 SNDK SANDISK CORP Technology 333.0 $539K 0.14% NEW $1617.70 -8.2%
71 WDC WESTERN DIGITAL CORP Technology 1,000.0 $532K 0.14% NEW $532.10 -13.2%
72 IWN ISHARES TR 2,405.0 $530K 0.14% +213.0 +9.7% $220.18 +2.1%
73 IJK ISHARES TR 4,638.0 $528K 0.14% $113.85 +1.6%
74 ISHARES TR 10,592.0 $524K 0.14% $49.47
75 AMZN AMAZON COM INC Consumer Cyclical 2,064.0 $508K 0.14% +186.0 +9.9% $245.98 +4.2%
76 IDOG ALPS ETF TR 11,444.0 $476K 0.13% $41.60 +6.5%
77 DGRW WISDOMTREE TR 4,900.0 $472K 0.13% $96.34 +3.4%
78 MSFT MICROSOFT CORP Technology 1,127.0 $438K 0.12% +183.0 +19.4% $388.72 +29.9%
79 MDYG SPDR SERIES TRUST 3,428.0 $372K 0.10% NEW $108.52 +1.7%
80 IVE ISHARES TR 1,600.0 $369K 0.10% $230.78 +2.7%
Page 4 of 6  ·  108 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 37.4%
Financial Services 35.4%
Industrials 11.0%
Consumer Cyclical 7.8%
Consumer Defensive 4.7%
Communication Services 1.9%
Healthcare 1.0%
Utilities 0.8%