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Portfolio (Quarterly) Guide ↗

Bulwark Capital Corp

· CIK 0002075899
13F Portfolio $178M AUM 105 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 25 Added 22 Reduced 3 Exited
Page 5 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMZN AMAZON COM INC COM Consumer Cyclical 100.0 $24K 0.01% $238.34 +11.8%
82 GE GE AEROSPACE COM NEW Industrials 63.0 $24K 0.01% $373.73 -8.3%
83 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 25.0 $23K 0.01% $935.48 +1.1%
84 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 48.0 $23K 0.01% $477.56 -12.6%
85 GOOGL ALPHABET INC CAP STK CL A Communication Services 59.0 $21K 0.01% $357.37 -3.0%
86 SECU ISHARES SECURITIZED INCOME ACTIVE ETF 405.0 $20K 0.01% NEW $49.86 -0.6%
87 GEV GE VERNOVA INC COM Utilities 15.0 $18K 0.01% $1174.87 -22.4%
88 PRU PRUDENTIAL FINL INC COM Financial Services 151.0 $16K 0.01% NEW $107.93 +11.0%
89 ASML ASML HLDG NV N Y REGISTRY SHS Technology 8.0 $16K 0.01% $1989.50 -14.7%
90 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 119.0 $13K 0.01% $110.35 +0.0%
91 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 100.0 $11K 0.01% NEW $107.78 +3.4%
92 JA JANUS HENDERSON AA-A CLO ETF 200.0 $10K 0.01% NEW $50.05 +0.6%
93 IBIT ISHARES BITCOIN TRUST ETF Financial Services 267.0 $9K 0.01% $33.29 +31.9%
94 CRM SALESFORCE INC COM Technology 53.0 $8K 0.01% +28.0 +112.0% $156.66 +63.4%
95 NVDA NVIDIA CORPORATION COM Technology 40.0 $8K 0.01% $200.10 +8.7%
96 VUG VANGUARD GROWTH ETF 72.0 $6K 0.00% +60.0 +500.0% $86.14 +2.8%
97 NVAX NOVAVAX INC COM NEW Healthcare 610.0 $6K 0.00% $9.42 -1.7%
98 IAK ISHARES U.S. INSURANCE ETF 39.0 $5K 0.00% -546.0 -93.3% $140.56 +3.2%
99 CVX CHEVRON CORPORATION COM Energy 25.0 $4K 0.00% $162.88 +23.9%
100 XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 6.0 $4K 0.00% $623.67 -22.7%
Page 5 of 6  ·  105 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 75.0%
Technology 16.5%
Consumer Defensive 2.9%
Real Estate 1.5%
Industrials 1.4%
Communication Services 0.9%
Basic Materials 0.7%
Consumer Cyclical 0.5%
Utilities 0.4%
Energy 0.1%