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Portfolio (Quarterly) Guide ↗

ARRIEN INVESTMENTS, INC.

· CIK 0002052048
13F Portfolio $198M AUM 44 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 16 Added 13 Reduced 4 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHV ISHARES TR 8,047.0 $888K 0.45% -1K -15.7% $110.35 -0.3%
22 AAPL APPLE INC Technology 3,055.0 $884K 0.45% +185.0 +6.5% $289.36 +12.4%
23 MU MICRON TECHNOLOGY INC Technology 761.0 $878K 0.44% -45.0 -5.6% $1154.29 -16.3%
24 MCD MCDONALDS CORP Consumer Cyclical 2,683.0 $725K 0.37% +16.0 +0.6% $270.31 -3.4%
25 LRCX LAM RESEARCH CORP Technology 1,615.0 $700K 0.35% $433.33 -32.0%
26 MUB ISHARES TR 6,283.0 $676K 0.34% $107.62 -3.0%
27 PPTA PERPETUA RESOURCES CORP Basic Materials 27,704.0 $575K 0.29% +4K +17.8% $20.76 +15.5%
28 IAU ISHARES GOLD TR Financial Services 7,500.0 $566K 0.29% $75.51 +8.8%
29 IEI ISHARES TR 4,443.0 $522K 0.26% +2K +63.8% $117.45 -1.5%
30 QQQ INVESCO QQQ TR Financial Services 688.0 $507K 0.26% $736.40 -3.4%
31 GOOG ALPHABET INC 1,374.0 $485K 0.24% $353.33
32 INTC INTEL CORP Technology 2,884.0 $403K 0.20% NEW $139.63 -36.1%
33 AVGO BROADCOM INC Technology 974.0 $368K 0.19% $377.75 -2.1%
34 EZU ISHARES INC 4,760.0 $331K 0.17% -349.0 -6.8% $69.50 +0.6%
35 PPA INVESCO EXCHANGE TRADED FD T 1,832.0 $324K 0.16% -578.0 -24.0% $176.65 -6.3%
36 SPBO SPDR SERIES TRUST 10,254.0 $298K 0.15% -4K -25.6% $29.04 -2.6%
37 LLY ELI LILLY & CO Healthcare 246.0 $295K 0.15% $1199.43 -2.2%
38 USB US BANCORP Financial Services 4,520.0 $273K 0.14% $60.40 +1.2%
39 MSFT MICROSOFT CORP Technology 705.0 $263K 0.13% +56.0 +8.6% $373.02 +34.3%
40 IDA IDACORP INC Utilities 1,639.0 $248K 0.12% -70.0 -4.1% $151.25 -9.9%
Page 2 of 3  ·  44 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 50.5%
Financial Services 19.4%
Consumer Cyclical 10.5%
Basic Materials 8.3%
Healthcare 4.3%
Utilities 3.6%
Industrials 3.4%