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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 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 4,731.0 $2.3M 1.27% NEW $483.64 -20.5%
22 VFLO VICTORY PORTFOLIOS II 57,221.0 $2.3M 1.25% NEW $39.38 +17.4%
23 SCHD SCHWAB STRATEGIC TR 79,785.0 $2.2M 1.21% NEW $27.43 +16.1%
24 VYM VANGUARD WHITEHALL FDS 13,282.0 $1.9M 1.05% NEW $143.52 +10.3%
25 VTI VANGUARD INDEX FDS 5,492.0 $1.8M 1.02% NEW $335.30 +10.1%
26 AGGH SIMPLIFY EXCHANGE TRADED FUN 79,590.0 $1.6M 0.91% NEW $20.70 -2.9%
27 J P MORGAN EXCHANGE TRADED F 32,286.0 $1.6M 0.90% NEW $50.59
28 AMZN AMAZON COM INC Consumer Cyclical 6,775.0 $1.6M 0.86% NEW $230.82 +4.7%
29 CGGR CAPITAL GROUP GROWTH ETF 31,845.0 $1.4M 0.78% NEW $44.47 +5.8%
30 TSLA TESLA INC Consumer Cyclical 3,029.0 $1.4M 0.75% NEW $449.72 -5.4%
31 BKLN INVESCO EXCH TRADED FD TR II 58,079.0 $1.2M 0.68% NEW $21.00 -3.0%
32 GLD SPDR GOLD TR Financial Services 3,013.0 $1.2M 0.66% NEW $396.31 -6.5%
33 QQQM INVESCO EXCH TRADED FD TR II 4,617.0 $1.2M 0.65% NEW $252.93 +18.1%
34 VUG VANGUARD INDEX FDS 2,276.0 $1.1M 0.61% NEW $487.79 -82.3%
35 JMOM J P MORGAN EXCHANGE TRADED F 16,168.0 $1.1M 0.61% NEW $68.15 +23.7%
36 GOOGL ALPHABET INC Communication Services 3,288.0 $1.0M 0.57% NEW $313.02 +15.4%
37 GOOG ALPHABET INC Communication Services 3,205.0 $1.0M 0.56% NEW $313.79 +14.1%
38 CHDN CHURCHILL DOWNS INC Consumer Cyclical 8,329.0 $948K 0.52% NEW $113.79 -21.7%
39 LLY ELI LILLY & CO Healthcare 759.0 $816K 0.45% NEW $1075.37 +10.8%
40 THLV THOR FINL TECHNOLOGIES TR 26,340.0 $787K 0.43% NEW $29.87 +11.3%
Page 2 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%