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Portfolio (Quarterly) Guide ↗

Stenger Family Office, LLC

· CIK 0002056106
13F Portfolio $629M AUM 132 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 132 New
Page 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LMBS FIRST TR EXCHANGE-TRADED FD 49,064.0 $2.4M 0.39% NEW $49.78 -0.5%
62 IJK ISHARES TR 19,982.0 $2.3M 0.37% NEW $117.50 -1.7%
63 UNH UNITEDHEALTH GROUP INC Healthcare 5,139.0 $2.1M 0.34% NEW $415.63 -6.1%
64 FSIG FIRST TR EXCHANGE-TRADED FD 107,758.0 $2.0M 0.32% NEW $18.86 -0.5%
65 FTSL FIRST TR EXCHANGE-TRADED FD 43,869.0 $2.0M 0.31% NEW $44.75 +0.0%
66 BK BANK OF NY MELLON CORP Financial Services 13,471.0 $1.9M 0.31% NEW $144.61 -1.9%
67 COF CAPITAL ONE FINL CORP Financial Services 8,713.0 $1.7M 0.28% NEW $200.61 +8.6%
68 BX BLACKSTONE INC Financial Services 14,746.0 $1.7M 0.28% NEW $117.67 +21.8%
69 CVX CHEVRON CORPORATION Energy 10,251.0 $1.7M 0.27% NEW $165.77 +23.8%
70 IJJ ISHARES TR 10,909.0 $1.6M 0.26% NEW $147.73 +0.9%
71 VOO VANGUARD INDEX FDS 2,237.0 $1.5M 0.24% NEW $686.96 +2.4%
72 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,050.0 $1.5M 0.24% NEW $746.75 +2.5%
73 GEV GE VERNOVA INC Utilities 1,183.0 $1.4M 0.22% NEW $1174.86 -18.6%
74 PLTR PALANTIR TECHNOLOGIES INC Technology 11,602.0 $1.4M 0.21% NEW $116.67 +54.2%
75 IJH ISHARES TR 15,905.0 $1.2M 0.20% NEW $77.11 -0.4%
76 DOV DOVER CORP Industrials 3,907.0 $876K 0.14% NEW $224.28 -10.0%
77 EXC EXELON CORP Utilities 18,077.0 $843K 0.13% NEW $46.62 -6.1%
78 VTI VANGUARD INDEX FDS 2,230.0 $825K 0.13% NEW $370.04 +2.2%
79 LPLA LPL FINL HLDGS INC Financial Services 2,909.0 $819K 0.13% NEW $281.68 +28.3%
80 NOC NORTHROP GRUMMAN CORP Industrials 1,546.0 $787K 0.12% NEW $509.34 +8.2%
Page 4 of 7  ·  132 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 34.3%
Financial Services 19.0%
Consumer Cyclical 10.3%
Communication Services 9.4%
Healthcare 8.1%
Industrials 7.7%
Consumer Defensive 5.0%
Energy 4.6%
Real Estate 0.9%
Utilities 0.7%