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Portfolio (Quarterly) Guide ↗

J HAGAN CAPITAL, INC.

· CIK 0002059107
13F Portfolio $181M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 74 New
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHG SCHWAB STRATEGIC TR 24,115.0 $787K 0.43% NEW $32.62 +4.6%
42 WMT WALMART INC Consumer Defensive 6,470.0 $721K 0.40% NEW $111.41 +1.7%
43 FDL FIRST TR EXCHANGE-TRADED FD 13,352.0 $592K 0.33% NEW $44.34 +10.3%
44 VB VANGUARD INDEX FDS 2,046.0 $528K 0.29% NEW $257.93 +16.9%
45 JPM JPMORGAN CHASE & CO. Financial Services 1,628.0 $525K 0.29% NEW $322.22 +3.7%
46 UPS UNITED PARCEL SERVICE INC Industrials 5,266.0 $522K 0.29% NEW $99.20 +10.4%
47 SCHB SCHWAB STRATEGIC TR 19,903.0 $522K 0.29% NEW $26.23 +10.2%
48 VOT VANGUARD INDEX FDS 1,849.0 $516K 0.29% NEW $279.14 +8.9%
49 XOM EXXON MOBIL CORP Energy 3,837.0 $462K 0.26% NEW $120.34 +13.6%
50 SMH VANECK ETF TRUST 1,272.0 $458K 0.25% NEW $360.00 +72.3%
51 META META PLATFORMS INC Communication Services 692.0 $457K 0.25% NEW $660.52 -7.2%
52 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,268.0 $444K 0.25% NEW $350.55 +18.7%
53 SLV ISHARES SILVER TR Financial Services 6,723.0 $433K 0.24% NEW $64.42 -16.8%
54 NVS NOVARTIS AG Healthcare 3,010.0 $415K 0.23% NEW $137.87 +11.8%
55 JNJ JOHNSON & JOHNSON Healthcare 1,877.0 $389K 0.21% NEW $206.98 +22.7%
56 BAR GRANITESHARES GOLD TR Financial Services 8,562.0 $364K 0.20% NEW $42.49 -6.4%
57 HD HOME DEPOT INC Consumer Cyclical 1,053.0 $362K 0.20% NEW $344.02 +2.0%
58 ISRG INTUITIVE SURGICAL INC Healthcare 612.0 $347K 0.19% NEW $566.36 -29.0%
59 VXUS VANGUARD STAR FDS 4,470.0 $337K 0.19% NEW $75.44 +12.0%
60 GE GE AEROSPACE Industrials 959.0 $295K 0.16% NEW $308.03 +21.7%
Page 3 of 4  ·  74 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
Financial Services 61.6%
Technology 23.3%
Consumer Cyclical 5.4%
Communication Services 3.3%
Healthcare 2.9%
Consumer Defensive 1.4%
Energy 1.1%
Industrials 1.0%