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Portfolio (Quarterly) Guide ↗

Brookwood Investment Group LLC

· CIK 0002066812
13F Portfolio $888M AUM 589 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 538 New
Page 8 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLI SELECT SECTOR SPDR TR 7,402.0 $1.4M 0.15% NEW $185.23 -2.9%
142 SPHD INVESCO EXCH TRADED FD TR II 26,692.0 $1.4M 0.15% NEW $50.84 +4.9%
143 APH AMPHENOL CORP Technology 7,681.0 $1.4M 0.15% NEW $176.33 -13.2%
144 BAI BLACKROCK ETF TRUST 25,510.0 $1.3M 0.15% NEW $52.72 -15.6%
145 PCR SIMPLIFY EXCHANGE TRADED FUN 68,666.0 $1.3M 0.15% NEW $19.52 +0.7%
146 XLF SELECT SECTOR SPDR TR 24,839.0 $1.3M 0.15% NEW $53.61 +6.2%
147 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 43,309.0 $1.3M 0.15% NEW $30.17 +13.8%
148 TIP ISHARES TR 11,925.0 $1.3M 0.15% NEW $109.43 -1.7%
149 MRVL MARVELL TECHNOLOGY INC Technology 4,367.0 $1.3M 0.15% NEW $297.89 -15.7%
150 HD HOME DEPOT INC Consumer Cyclical 3,684.0 $1.3M 0.15% NEW $352.69 -5.2%
151 CGBL CAPITAL GROUP CORE BALANCED 33,349.0 $1.3M 0.14% NEW $37.96 +0.3%
152 AHRT AH RLTY TR INC Financial Services 178,384.0 $1.3M 0.14% NEW $7.08 -6.4%
153 VLO VALERO ENERGY CORP Energy 4,841.0 $1.3M 0.14% NEW $260.42 +31.1%
154 XLK SELECT SECTOR SPDR TR 6,594.0 $1.3M 0.14% NEW $190.52 -3.9%
155 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,284.0 $1.2M 0.14% NEW $964.65 -11.9%
156 ACLS AXCELIS TECHNOLOGIES INC Technology 6,535.0 $1.2M 0.14% NEW $189.45 -34.0%
157 ORKA ORUKA THERAPEUTICS INC Healthcare 12,990.0 $1.2M 0.14% NEW $95.17 +10.2%
158 COHR COHERENT CORP Technology 3,109.0 $1.2M 0.14% NEW $394.47 -26.5%
159 WDC WESTERN DIGITAL CORP Technology 1,889.0 $1.2M 0.14% NEW $638.73 -26.6%
160 VEA VANGUARD TAX-MANAGED FDS 16,694.0 $1.2M 0.13% NEW $71.25 +2.2%
Page 8 of 27  ·  538 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
Technology 45.6%
Financial Services 16.0%
Communication Services 10.0%
Consumer Cyclical 7.4%
Industrials 4.8%
Healthcare 4.7%
Energy 4.0%
Utilities 2.5%
Real Estate 2.4%
Consumer Defensive 1.7%