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Portfolio (Quarterly) Guide ↗

BRIAN LOW FINANCIAL GROUP, LLC

· CIK 0002079080
13F Portfolio $171M AUM 116 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 116 New
Page 3 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNP UNION PAC CORP COM Industrials 5,803.0 $1.6M 0.92% NEW $272.02 +10.2%
42 MDT MEDTRONIC PLC SHS Healthcare 19,833.0 $1.6M 0.91% NEW $78.23 +15.8%
43 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 13,801.0 $1.5M 0.88% NEW $109.07 -3.1%
44 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 8,402.0 $1.5M 0.87% NEW $178.24 +14.9%
45 BLK BLACKROCK INC COM Financial Services 1,555.0 $1.5M 0.87% NEW $961.58 +19.3%
46 PGR PROGRESSIVE CORP COM Financial Services 6,833.0 $1.5M 0.87% NEW $218.45 -6.7%
47 ENB ENBRIDGE INC COM Energy 26,491.0 $1.4M 0.84% NEW $54.21 -6.7%
48 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 6,849.0 $1.4M 0.82% NEW $206.01 +9.5%
49 CCJ CAMECO CORP COM Energy 13,372.0 $1.4M 0.80% NEW $101.86 -3.2%
50 BDX BECTON DICKINSON & CO COM Healthcare 8,871.0 $1.3M 0.78% NEW $151.33 +20.3%
51 TPB TURNING PT BRANDS INC COM Consumer Defensive 15,618.0 $1.3M 0.77% NEW $84.81 +0.6%
52 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 5,777.0 $1.3M 0.76% NEW $226.81 -13.5%
53 BKR BAKER HUGHES COMPANY CL A Energy 22,405.0 $1.2M 0.72% NEW $55.50 +16.9%
54 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 11,096.0 $1.2M 0.71% NEW $110.35 -0.1%
55 XBI STATE STREET SPDR S&P BIOTECH ETF 7,330.0 $1.2M 0.68% NEW $158.25 +0.8%
56 AMZN AMAZON COM INC COM Consumer Cyclical 4,801.0 $1.1M 0.67% NEW $238.34 +9.6%
57 SPY STATE STREET SPDR S&P 500 ETF Financial Services 1,530.0 $1.1M 0.67% NEW $746.77 +3.5%
58 VUG VANGUARD GROWTH ETF 11,553.0 $995K 0.58% NEW $86.14 +3.2%
59 ENTERGY CORP NEW COM 8,277.0 $951K 0.56% NEW $114.86
60 EWJ ISHARES MSCI JAPAN ETF 9,880.0 $922K 0.54% NEW $93.27 +5.3%
Page 3 of 6  ·  116 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 27.0%
Financial Services 16.3%
Healthcare 10.6%
Industrials 9.6%
Consumer Cyclical 9.2%
Communication Services 7.0%
Consumer Defensive 6.1%
Energy 5.2%
Real Estate 3.8%
Utilities 2.8%