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Portfolio (Quarterly) Guide ↗

Golden Reserve Retirement LLC

· CIK 0002066488
13F Portfolio $635M AUM 112 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 83 Added 1 Reduced 19 Exited
Page 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LIN LINDE PLC Basic Materials 1,363.0 $707K 0.11% +678.0 +99.0% $518.99 -6.1%
62 NFLX NETFLIX INC. Communication Services 9,760.0 $697K 0.11% +6K +188.6% $71.40 +11.5%
63 PM PHILIP MORRIS INTL INC Consumer Defensive 3,849.0 $696K 0.11% +2K +107.0% $180.92 +4.0%
64 NEE NEXTERA ENERGY INC Utilities 7,576.0 $665K 0.10% +5K +198.2% $87.78 -4.7%
65 PEP PEPSICO INC Consumer Defensive 4,855.0 $657K 0.10% +2K +68.6% $135.40 +6.0%
66 WFC WELLS FARGO & CO Financial Services 7,909.0 $654K 0.10% +4K +87.2% $82.64 +1.4%
67 MRK MERCK & CO INC Healthcare 5,044.0 $648K 0.10% +2K +91.5% $128.51 +18.7%
68 BLK BLACKROCK INC Financial Services 669.0 $643K 0.10% +237.0 +54.9% $961.73 +20.3%
69 PNC PNC FINL SVCS GROUP INC Financial Services 2,580.0 $635K 0.10% +1K +83.6% $246.26 -1.3%
70 UPS UNITED PARCEL SVCS INC Industrials 5,908.0 $635K 0.10% +4K +155.8% $107.50 -5.1%
71 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,217.0 $610K 0.10% +572.0 +88.7% $501.37 +25.5%
72 VOO VANGUARD INDEX FDS 874.0 $600K 0.10% +187.0 +27.2% $686.81 +2.5%
73 LOW LOWES COS INC Consumer Cyclical 2,708.0 $597K 0.09% +1K +113.4% $220.51 -2.0%
74 DIS DISNEY WALT CO Communication Services 6,051.0 $582K 0.09% +3K +94.6% $96.25 +12.0%
75 GILD GILEAD SCIENCES INC Healthcare 4,532.0 $573K 0.09% +3K +202.5% $126.34 +15.7%
76 ISRG INTUITIVE SURGICAL INC Healthcare 1,391.0 $553K 0.09% +917.0 +193.5% $397.68 -4.7%
77 AXP AMERICAN EXPRESS CO Financial Services 1,597.0 $540K 0.09% +509.0 +46.8% $338.25 -0.7%
78 IBM INTERNATIONAL BUSINESS MACHS Technology 1,850.0 $520K 0.08% +522.0 +39.3% $281.28 -16.2%
79 SPGI S&P GLOBAL INC Financial Services 1,211.0 $493K 0.08% +396.0 +48.6% $407.28 +5.9%
80 PLTR PALANTIR TECHNOLOGIES INC Technology 4,202.0 $490K 0.08% +2K +57.8% $116.67 +54.2%
Page 4 of 5  ·  83 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 52.2%
Technology 21.8%
Healthcare 5.6%
Consumer Cyclical 5.5%
Communication Services 4.8%
Industrials 3.9%
Consumer Defensive 3.0%
Energy 1.8%
Utilities 0.6%
Real Estate 0.4%