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Portfolio (Quarterly) Guide ↗

Bulwark Capital Corp

· CIK 0002075899
13F Portfolio $162M AUM 100 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 23 Added 33 Reduced 1 Exited
Page 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GE GE AEROSPACE COM NEW Industrials 63.0 $18K 0.01% $283.78 +6.7%
82 GOOGL ALPHABET INC CAP STK CL A Communication Services 59.0 $17K 0.01% $287.56 +33.2%
83 SMH VANECK SEMICONDUCTOR ETF 43.0 $17K 0.01% $386.70 +49.0%
84 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 48.0 $16K 0.01% +13.0 +37.1% $337.96 +19.7%
85 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 119.0 $13K 0.01% $110.39 -0.1%
86 GEV GE VERNOVA INC COM Utilities 15.0 $13K 0.01% $872.93 +19.0%
87 ASML ASML HLDG NV N Y REGISTRY SHS Technology 8.0 $11K 0.01% -7.0 -46.7% $1320.88 +23.6%
88 XEMD BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF 236.0 $10K 0.01% NEW $43.95 +1.6%
89 IBIT ISHARES BITCOIN TRUST ETF Financial Services 267.0 $10K 0.01% $38.42 +11.8%
90 NVDA NVIDIA CORPORATION COM Technology 40.0 $7K 0.00% $174.40 +23.5%
91 VUG VANGUARD GROWTH ETF 12.0 $5K 0.00% $436.75 -80.0%
92 CVX CHEVRON CORPORATION COM Energy 25.0 $5K 0.00% $203.32 -5.8%
93 NVAX NOVAVAX INC COM NEW Healthcare 610.0 $5K 0.00% $8.14 +13.2%
94 CRM SALESFORCE INC COM Technology 25.0 $5K 0.00% $186.68 -3.5%
95 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 30.0 $3K 0.00% $110.87 +4.1%
96 XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 6.0 $2K 0.00% $326.17 +85.2%
97 SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 32.0 $2K 0.00% $49.62 +1.7%
98 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 21.0 $1K 0.00% $71.19 -9.8%
99 MJ AMPLIFY ALTERNATIVE HARVEST ETF 35.0 $806.0 $23.03 +8.5%
100 SLV ISHARES SILVER TRUST Financial Services 1.0 $68.0 -257.0 -99.6% $68.00 +0.5%
Page 5 of 5  ·  100 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 74.0%
Technology 17.5%
Consumer Defensive 3.3%
Real Estate 1.6%
Communication Services 1.1%
Basic Materials 1.0%
Consumer Cyclical 0.5%
Industrials 0.4%
Utilities 0.3%
Healthcare 0.2%