Portfolio (Quarterly) Guide ↗

Greenbush Financial Group, LLC

· CIK 0002061818

13F Portfolio $340M AUM 35 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 21 Added 5 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	MFS ACTIVE EXCHANGE TRADED F	—	515,923	$13.8M	4.57%	SOLD
2	NLR	VANECK ETF TRUST	—	3,183	$424K	0.14%	SOLD
3	PLTR	PALANTIR TECHNOLOGIES INC	Technology	2,296	$336K	0.11%	SOLD
4	MCD	MCDONALDS CORP	Consumer Cyclical	847	$263K	0.09%	SOLD
5	MCK	MCKESSON CORP	Healthcare	242	$209K	0.07%	SOLD

Sector Allocation

Technology 45.1%

Financial Services 27.1%

Consumer Cyclical 18.1%

Industrials 4.9%

Communication Services 3.2%

Utilities 1.0%

Healthcare 0.6%