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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
Page 3 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABBV ABBVIE INC COM USD0.01 Healthcare 1,920.0 $483K 0.36% -28.0 -1.4% $251.70 +1.5%
42 EW EDWARDS LIFESCIENCES CORP Healthcare 5,286.0 $478K 0.36% $90.46 -0.3%
43 PG PROCTER AND GAMBLE CO COM Consumer Defensive 3,200.0 $469K 0.35% +226.0 +7.6% $146.65 -2.0%
44 V VISA INC Financial Services 1,344.0 $461K 0.35% +30.0 +2.3% $343.09 +11.2%
45 VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 1,239.0 $459K 0.35% $370.17 +2.5%
46 RTX RTX CORPORATION COM USD1.00 Industrials 2,371.0 $450K 0.34% $189.70 +11.6%
47 VOE VANGUARD MID-CAP VALUE INDEX FUND 2,251.0 $445K 0.34% $197.62 +5.1%
48 COWZ PACER FDS TR US CASH COWS 100 7,135.0 $444K 0.34% +1K +24.6% $62.20 +16.4%
49 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%
50 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 3,891.0 $429K 0.32% $110.35 +0.0%
51 NVDA NVIDIA CORPORATION COM Technology 2,131.0 $426K 0.32% +401.0 +23.2% $200.04 +8.8%
52 IBM INTERNATIONAL BUS MACH CORP COM USD0.20 Technology 1,496.0 $421K 0.32% +12.0 +0.8% $281.15 -16.2%
53 EFA ISHARES MSCI EAFE ETF 4,006.0 $416K 0.31% +2K +85.2% $103.88 +3.7%
54 LRCX LAM RESEARCH CORP COM NEW Technology 922.0 $400K 0.30% NEW $433.33 -30.3%
55 JNJ JOHNSON &JOHNSON COM Healthcare 1,554.0 $395K 0.30% +25.0 +1.6% $254.03 +5.5%
56 FLSW FRANKLIN FTSESWITZERLAND ETF 9,064.0 $393K 0.30% $43.33 +1.1%
57 TT TRANE TECHNOLOGIES PLC COM USD1 Industrials 789.0 $388K 0.29% +4.0 +0.5% $491.16 -8.6%
58 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 14,433.0 $385K 0.29% NEW $26.66 +7.9%
59 TSLA TESLA INC COM Consumer Cyclical 911.0 $383K 0.29% +11.0 +1.2% $420.60 -17.1%
60 VBR VANGUARD SMALL CAP VALUE ETF 1,571.0 $382K 0.29% $243.00 +1.6%
Page 3 of 6  ·  102 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 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%