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Portfolio (Quarterly) Guide ↗

Brucke Financial, Inc.

· CIK 0002058446
13F Portfolio $225M AUM 175 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 175 New
Page 5 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MA MASTERCARD INCORPORATED Financial Services 985.0 $506K 0.23% NEW $513.61 +13.4%
82 SAP SAP SE Technology 3,228.0 $497K 0.22% NEW $154.11 +40.3%
83 IBM INTERNATIONAL BUSINESS MACHS Technology 1,742.0 $490K 0.22% NEW $281.21 -16.3%
84 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 5,914.0 $487K 0.22% NEW $82.40 -2.7%
85 TJX TJX COS INC NEW Consumer Cyclical 3,192.0 $484K 0.21% NEW $151.50 -12.3%
86 EA ELECTRONIC ARTS INC Communication Services 2,318.0 $475K 0.21% NEW $205.04 +2.3%
87 TFI SPDR SERIES TRUST 10,339.0 $474K 0.21% NEW $45.80 -3.3%
88 NVS NOVARTIS AG Healthcare 2,999.0 $470K 0.21% NEW $156.72 +2.2%
89 HSBC HSBC HLDGS PLC Financial Services 4,778.0 $454K 0.20% NEW $95.09 +12.9%
90 GS GOLDMAN SACHS GROUP INC Financial Services 433.0 $438K 0.20% NEW $1011.37 +2.2%
91 ADBE ADOBE INC Technology 2,113.0 $433K 0.19% NEW $205.02 +30.6%
92 TD TORONTO DOMINION BK ONT Financial Services 3,555.0 $432K 0.19% NEW $121.43 +0.4%
93 FDX FEDEX CORP Industrials 1,370.0 $429K 0.19% NEW $313.13 +3.0%
94 SHEL SHELL PLC Energy 5,404.0 $419K 0.19% NEW $77.54 +20.3%
95 CMCSA COMCAST CORP NEW Communication Services 16,750.0 $411K 0.18% NEW $24.55 +8.0%
96 KLAC KLA CORP Technology 1,333.0 $402K 0.18% NEW $301.71 -38.0%
97 PINNACLE FINL PARTNERS INC 3,961.0 $400K 0.18% NEW $100.88
98 RTX RTX CORPORATION Industrials 2,094.0 $397K 0.18% NEW $189.73 +5.7%
99 CVX CHEVRON CORPORATION Energy 2,385.0 $395K 0.18% NEW $165.74 +26.1%
100 WBD WARNER BROS DISCOVERY INC Communication Services 14,787.0 $394K 0.17% NEW $26.66 +6.1%
Page 5 of 9  ·  175 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 37.9%
Communication Services 15.6%
Financial Services 12.6%
Consumer Cyclical 9.2%
Healthcare 6.4%
Industrials 6.4%
Consumer Defensive 5.4%
Real Estate 1.8%
Utilities 1.8%
Energy 1.7%