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Portfolio (Quarterly) Guide ↗

Bannerstone Capital Management, LLC

· CIK 0002083499
13F Portfolio $104M AUM 100 positions Filed May 28, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 100 New
Page 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SLV ISHARES SILVER TR Financial Services 4,810.0 $310K 0.30% NEW $64.42 -1.6%
82 ANET ARISTA NETWORKS INC Technology 2,317.0 $304K 0.29% NEW $131.03 +28.2%
83 EOG EOG RES INC Energy 2,860.0 $300K 0.29% NEW $105.00 +25.8%
84 VB VANGUARD INDEX FDS 1,151.0 $297K 0.28% NEW $257.91 +15.0%
85 META META PLATFORMS INC Communication Services 428.0 $283K 0.27% NEW $660.61 -9.1%
86 EBAY EBAY INC. Consumer Cyclical 3,245.0 $283K 0.27% NEW $87.11 +25.5%
87 MMM 3M CO Industrials 1,740.0 $279K 0.27% NEW $160.11 +0.9%
88 RDDT REDDIT INC Communication Services 1,175.0 $270K 0.26% NEW $229.87 -23.7%
89 IVV ISHARES TR 385.0 $264K 0.25% NEW $685.73 +9.7%
90 TSLA TESLA INC Consumer Cyclical 577.0 $259K 0.25% NEW $449.72 -10.0%
91 TTC TORO CO Industrials 3,200.0 $252K 0.24% NEW $78.72 +15.2%
92 VTI VANGUARD INDEX FDS 726.0 $243K 0.23% NEW $335.30 +10.5%
93 STT STATE STR CORP Financial Services 1,870.0 $241K 0.23% NEW $129.01 +32.8%
94 INTU INTUIT Technology 353.0 $234K 0.22% NEW $662.42 -57.6%
95 V VISA INC Financial Services 623.0 $218K 0.21% NEW $350.71 -7.7%
96 DGRO ISHARES TR 3,013.0 $209K 0.20% NEW $69.43 +9.2%
97 HLI HOULIHAN LOKEY INC Financial Services 1,197.0 $208K 0.20% NEW $174.14 -17.8%
98 DFAI DIMENSIONAL ETF TRUST 5,439.0 $207K 0.20% NEW $38.11 +10.6%
99 TMO THERMO FISHER SCIENTIFIC INC Healthcare 354.0 $205K 0.20% NEW $579.45 -18.4%
100 LMT LOCKHEED MARTIN CORP Industrials 424.0 $205K 0.20% NEW $483.67 +10.8%
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
Technology 36.7%
Financial Services 32.1%
Industrials 13.8%
Healthcare 5.0%
Communication Services 4.5%
Consumer Cyclical 3.2%
Consumer Defensive 2.2%
Utilities 1.6%
Energy 0.8%