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Portfolio (Quarterly) Guide ↗

Bulwark Capital Corp

· CIK 0002075899
13F Portfolio $141M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 96 New
Page 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SMH VANECK SEMICONDUCTOR ETF 43.0 $16K 0.01% NEW $363.21 +58.7%
82 IBIT ISHARES BITCOIN TRUST ETF Financial Services 267.0 $13K 0.01% NEW $49.65 -13.5%
83 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 119.0 $13K 0.01% NEW $110.15 +0.1%
84 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 35.0 $11K 0.01% NEW $303.89 +33.1%
85 GEV GE VERNOVA INC COM Utilities 15.0 $10K 0.01% NEW $653.60 +58.9%
86 NVDA NVIDIA CORPORATION COM Technology 40.0 $7K 0.01% NEW $186.50 +15.5%
87 CRM SALESFORCE INC COM Technology 25.0 $7K 0.01% NEW $264.92 -32.0%
88 CAVA CAVA GROUP INC COM Consumer Cyclical 100.0 $6K 0.00% NEW $58.69 +37.0%
89 VUG VANGUARD GROWTH ETF 12.0 $6K 0.00% NEW $487.83 -82.1%
90 NVAX NOVAVAX INC COM NEW Healthcare 610.0 $4K 0.00% NEW $6.72 +37.1%
91 CVX CHEVRON CORP NEW COM Energy 25.0 $4K 0.00% NEW $149.76 +27.8%
92 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 30.0 $4K 0.00% NEW $117.73 -1.9%
93 XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 6.0 $2K 0.00% NEW $321.67 +87.8%
94 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 21.0 $2K 0.00% NEW $82.00 -21.7%
95 SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 32.0 $2K 0.00% NEW $48.00 +5.1%
96 MJ AMPLIFY ALTERNATIVE HARVEST ETF 35.0 $1K 0.00% NEW $29.80 -16.2%
Page 5 of 5  ·  96 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 75.7%
Technology 16.7%
Consumer Defensive 2.8%
Real Estate 1.4%
Communication Services 1.0%
Basic Materials 0.8%
Consumer Cyclical 0.7%
Industrials 0.5%
Utilities 0.2%
Energy 0.1%