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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 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WEC WEC ENERGY GROUP INC Utilities 1,945.0 $229K 0.06% NEW $117.68 -9.7%
102 SPY STATE STR SPDR S&P 500 ETF T Financial Services 302.0 $226K 0.06% NEW $747.71 +3.1%
103 PLTR PALANTIR TECHNOLOGIES INC Technology 1,644.0 $221K 0.06% $134.37 +38.4%
104 TXN TEXAS INSTRS INC Technology 738.0 $216K 0.06% NEW $293.30 -9.1%
105 XLP SELECT SECTOR SPDR TR 2,500.0 $212K 0.06% -150.0 -5.7% $84.86 +0.3%
106 JEPQ J P MORGAN EXCHANGE TRADED F 3,505.0 $208K 0.06% -221.0 -5.9% $59.31 +1.7%
107 PGX INVESCO EXCH TRADED FD TR II 18,923.0 $206K 0.06% $10.88 -2.2%
108 HITI HIGH TIDE INC Healthcare 12,755.0 $29K 0.01% NEW $2.24 +14.7%
Page 6 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%