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Portfolio (Quarterly) Guide ↗

North Capital, Inc.

· CIK 0002065938
13F Portfolio $118M AUM 93 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 19 Added 14 Reduced 4 Exited
Page 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NVDA NVIDIA CORPORATION COM Technology 1,730.0 $302K 0.26% +204.0 +13.4% $174.41 +25.9%
62 COP CONOCOPHILLIPS COM Energy 2,214.0 $292K 0.25% NEW $132.00 -8.7%
63 FXF INVESCO CURRENCYSHARES SWISS F SWISS FRANC Financial Services 2,638.0 $291K 0.25% NEW $110.41 +1.6%
64 GILD GILEAD SCIENCES INC COM USD0.001 Healthcare 2,076.0 $289K 0.24% $139.37 -6.4%
65 INTC INTEL CORP COM USD0.001 Technology 6,481.0 $286K 0.24% $44.13 +168.5%
66 BAC BANK AMERICA CORP COM Financial Services 5,816.0 $284K 0.24% -36.0 -0.6% $48.75 +5.6%
67 PM PHILIP MORRIS INTERNATIONAL INC COM NPV Consumer Defensive 1,704.0 $282K 0.24% $165.34 +14.1%
68 WMT WALMART INC COM Consumer Defensive 2,244.0 $279K 0.24% +60.0 +2.8% $124.27 +5.3%
69 VO VANGUARD MID-CAP INDEX FUND 965.0 $277K 0.23% $287.05 -73.0%
70 DFAT DIMENSIONAL ETF TRUST US TARGETED VLU 4,428.0 $277K 0.23% $62.46 +6.5%
71 DFAS DIMENSIONAL ETF TRUST US SMALL CAP ETF 3,748.0 $267K 0.23% $71.12 +8.1%
72 DIS DISNEY WALT CO COM Communication Services 2,723.0 $262K 0.22% -109.0 -3.9% $96.39 +7.5%
73 VEA VANGUARD DEVELOPED MARKETS INDEX FUND ETF 4,067.0 $261K 0.22% $64.08 +10.3%
74 SCHD SCHWAB US DIVIDEND EQUITY ETF 8,436.0 $259K 0.22% -16K -65.0% $30.68 +5.1%
75 KO COCA-COLA CO Consumer Defensive 3,337.0 $254K 0.21% -430.0 -11.4% $76.05 +6.7%
76 JPMORGAN U.S. QUALITYFACTOR ETF 4,131.0 $253K 0.21% $61.32
77 KYN KAYNE ANDERSON ENERGY IN Financial Services 17,552.0 $251K 0.21% $14.28 -0.2%
78 C CITIGROUP INC Financial Services 2,201.0 $250K 0.21% $113.43 +10.4%
79 XOM EXXON MOBIL CORP COM Energy 1,470.0 $249K 0.21% NEW $169.66 -7.9%
80 KKR KKR &CO INC COM Financial Services 2,640.0 $244K 0.21% +14.0 +0.5% $92.50 +2.4%
Page 4 of 5  ·  93 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 40.0%
Technology 20.7%
Communication Services 15.4%
Industrials 6.6%
Consumer Cyclical 6.4%
Healthcare 5.5%
Consumer Defensive 3.3%
Energy 2.1%