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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 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QTEC FIRST TR EXCHANGE-TRADED FD 1,138.0 $262K 0.14% NEW $230.26 +41.6%
62 BND VANGUARD BD INDEX FDS 3,500.0 $259K 0.14% NEW $74.07 -1.4%
63 AVGO BROADCOM INC Technology 738.0 $255K 0.14% NEW $346.10 +6.7%
64 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 911.0 $254K 0.14% NEW $278.92 +9.8%
65 IBM INTERNATIONAL BUSINESS MACHS Technology 824.0 $244K 0.14% NEW $296.21 -3.4%
66 VCIT VANGUARD SCOTTSDALE FDS 2,913.0 $244K 0.14% NEW $83.75 -1.9%
67 VZ VERIZON COMMUNICATIONS INC Communication Services 5,948.0 $242K 0.13% NEW $40.73 +4.0%
68 PM PHILIP MORRIS INTL INC Consumer Defensive 1,496.0 $240K 0.13% NEW $160.40 +10.8%
69 USB US BANCORP DEL Financial Services 4,466.0 $238K 0.13% NEW $53.36 +16.1%
70 ET ENERGY TRANSFER L P Energy 14,105.0 $233K 0.13% NEW $16.49 +15.5%
71 SPMO INVESCO EXCH TRADED FD TR II 1,885.0 $225K 0.12% NEW $119.32 +30.2%
72 DG DOLLAR GEN CORP NEW Consumer Defensive 1,636.0 $217K 0.12% NEW $132.77 -13.2%
73 MPLX MPLX LP Energy 3,823.0 $204K 0.11% NEW $53.37 +4.8%
74 SVOL SIMPLIFY EXCHANGE TRADED FUN 11,105.0 $195K 0.11% NEW $17.56 -8.9%
Page 4 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%