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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 5 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COP CONOCOPHILLIPS Energy 5,829.0 $606K 0.10% NEW $103.96 +29.7%
82 VOO VANGUARD INDEX FDS 874.0 $600K 0.10% +187.0 +27.2% $686.81 +2.5%
83 LOW LOWES COS INC Consumer Cyclical 2,708.0 $597K 0.09% +1K +113.4% $220.51 -2.0%
84 BILZ PIMCO ETF TR 5,910.0 $596K 0.09% NEW $100.93 -0.1%
85 DIS DISNEY WALT CO Communication Services 6,051.0 $582K 0.09% +3K +94.6% $96.25 +12.0%
86 ADI ANALOG DEVICES INC Technology 1,466.0 $582K 0.09% NEW $397.18 -6.1%
87 GILD GILEAD SCIENCES INC Healthcare 4,532.0 $573K 0.09% +3K +202.5% $126.34 +15.7%
88 ISRG INTUITIVE SURGICAL INC Healthcare 1,391.0 $553K 0.09% +917.0 +193.5% $397.68 -4.7%
89 AXP AMERICAN EXPRESS CO Financial Services 1,597.0 $540K 0.09% +509.0 +46.8% $338.25 -0.7%
90 ETN EATON CORP PLC Industrials 1,233.0 $525K 0.08% NEW $426.12 -1.6%
91 IBM INTERNATIONAL BUSINESS MACHS Technology 1,850.0 $520K 0.08% +522.0 +39.3% $281.28 -16.2%
92 SPGI S&P GLOBAL INC Financial Services 1,211.0 $493K 0.08% +396.0 +48.6% $407.28 +5.9%
93 PLTR PALANTIR TECHNOLOGIES INC Technology 4,202.0 $490K 0.08% +2K +57.8% $116.67 +54.2%
94 CTAS CINTAS CORP Industrials 2,856.0 $486K 0.08% NEW $170.08 +19.8%
95 TMUS T-MOBILE US INC Communication Services 2,823.0 $474K 0.07% +2K +123.0% $167.73 +9.1%
96 VZ VERIZON COMMUNICATIONS INC Communication Services 11,175.0 $473K 0.07% NEW $42.34 +16.8%
97 T AT&T INC Communication Services 22,456.0 $465K 0.07% +13K +148.8% $20.70 +22.3%
98 ORCL ORACLE CORP Technology 3,128.0 $458K 0.07% +969.0 +44.9% $146.56 -0.1%
99 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,611.0 $445K 0.07% NEW $123.11 +31.0%
100 GEV GE VERNOVA INC Utilities 371.0 $436K 0.07% NEW $1174.86 -18.6%
Page 5 of 6  ·  112 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%