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Portfolio (Quarterly) Guide ↗

North Capital, Inc.

· CIK 0002065938
13F Portfolio $132M AUM 102 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 37 Added 13 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STREET SPDR S&P 500 ETF UNITS Financial Services 5,734.0 $4.3M 3.23% -743.0 -11.5% $746.74 +3.0%
2 QQQ INVESCO QQQ TR UNIT SER 1 Financial Services 4,368.0 $3.2M 2.43% -253.0 -5.5% $736.23 -2.7%
3 VGSH VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETF 47,655.0 $2.8M 2.10% -579.0 -1.2% $58.20 -0.3%
4 AMUB UBS ETRACS ALERIAN MLP INDEX ETN SERIES B Financial Services 87,219.0 $1.9M 1.43% -911.0 -1.0% $21.64 +11.2%
5 META META PLATFORMS INC CLASS A COMMON STOCK Communication Services 2,383.0 $1.3M 1.01% -16.0 -0.7% $563.40 +2.6%
6 HD HOME DEPOT INC Consumer Cyclical 1,733.0 $611K 0.46% -137.0 -7.3% $352.61 -6.4%
7 BK BANK OF NEW YORK MELLON CORP COM USD0.01 Financial Services 4,204.0 $608K 0.46% -1K -22.1% $144.61 -0.6%
8 ABBV ABBVIE INC COM USD0.01 Healthcare 1,920.0 $483K 0.36% -28.0 -1.4% $251.70 +1.5%
9 AMJB JPMORGAN CHASE FINL CO LLC ALERIAN MLP INDEX ETN Financial Services 12,582.0 $434K 0.33% -190.0 -1.5% $34.49 +7.9%
10 BAC BANK AMERICA CORP COM Financial Services 5,759.0 $328K 0.25% -57.0 -1.0% $56.99 +9.3%
11 WFC WELLS FARGO CO NEW COM Financial Services 3,104.0 $257K 0.19% -2K -37.7% $82.67 +4.9%
12 COP CONOCOPHILLIPS COM Energy 2,160.0 $225K 0.17% -54.0 -2.4% $103.95 +25.4%
13 VENU HLDG CORP 13,931.0 $32K 0.02% -2K -13.1% $2.27

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 36.8%
Technology 27.8%
Communication Services 11.7%
Industrials 6.6%
Consumer Cyclical 6.5%
Healthcare 5.4%
Consumer Defensive 3.7%
Energy 1.0%
Basic Materials 0.5%