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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 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRK MERCK &CO. INC COM Healthcare 2,957.0 $380K 0.29% +37.0 +1.3% $128.49 +15.5%
62 FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 8,881.0 $356K 0.27% $40.03 +7.4%
63 DELL DELL TECHNOLOGIES INC CL C Technology 811.0 $350K 0.26% NEW $431.69 +5.6%
64 DFAT DIMENSIONAL ETF TRUST US TARGETED VLU 4,818.0 $337K 0.25% +390.0 +8.8% $69.91 +1.8%
65 DFAS DIMENSIONAL ETF TRUST US SMALL CAP ETF 4,083.0 $336K 0.25% +335.0 +8.9% $82.33 -0.3%
66 BAC BANK AMERICA CORP COM Financial Services 5,759.0 $328K 0.25% -57.0 -1.0% $56.99 +9.3%
67 T AT&T INC COM USD1 Communication Services 15,728.0 $326K 0.25% +130.0 +0.8% $20.71 +25.6%
68 PM PHILIP MORRIS INTERNATIONAL INC COM NPV Consumer Defensive 1,778.0 $322K 0.24% +74.0 +4.3% $180.95 +6.0%
69 C CITIGROUP INC Financial Services 2,257.0 $316K 0.24% +56.0 +2.5% $139.93 -5.1%
70 SCHD SCHWAB US DIVIDEND EQUITY ETF 9,834.0 $312K 0.24% +1K +16.6% $31.71 +10.1%
71 VO VANGUARD MID-CAP INDEX FUND 3,870.0 $312K 0.24% +3K +301.0% $80.57 +2.4%
72 ICE INTERCONTINENTAL EXCHANGE INC COM USD0.01 Financial Services 2,509.0 $309K 0.23% $123.11 +31.9%
73 JPMORGAN U.S. QUALITYFACTOR ETF 4,131.0 $299K 0.23% $72.28
74 VEA VANGUARD DEVELOPED MARKETS INDEX FUND ETF 4,067.0 $290K 0.22% $71.25 +2.5%
75 FXF INVESCO CURRENCYSHARES SWISS F SWISS FRANC Financial Services 2,638.0 $288K 0.22% $109.05 -0.1%
76 LLY ELI LILLY &CO COM Healthcare 230.0 $276K 0.21% $1199.43 -2.2%
77 KO COCA-COLA CO Consumer Defensive 3,337.0 $271K 0.20% $81.27 +10.3%
78 GILD GILEAD SCIENCES INC COM USD0.001 Healthcare 2,076.0 $262K 0.20% $126.34 +15.3%
79 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 2,228.0 $262K 0.20% $117.50 -3.2%
80 EMR EMERSON ELECTRIC CO Industrials 1,824.0 $261K 0.20% +43.0 +2.4% $143.13 +8.4%
Page 4 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%