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Portfolio (Quarterly) Guide ↗

Bannerstone Capital Management, LLC

· CIK 0002083499
13F Portfolio $119M AUM 113 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 36 New 30 Added 38 Reduced 23 Exited
Page 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IREN IREN LIMITED Financial Services 7,728.0 $353K 0.30% NEW $45.73 -11.1%
82 EOG EOG RES INC Energy 2,715.0 $352K 0.30% -145.0 -5.1% $129.71 +11.5%
83 VB VANGUARD INDEX FDS 1,160.0 $352K 0.29% +9.0 +0.8% $303.16 +0.4%
84 DFAT DIMENSIONAL ETF TRUST 5,016.0 $351K 0.29% -204.0 -3.9% $69.90 +2.2%
85 IBM INTERNATIONAL BUSINESS MACHS Technology 1,238.0 $348K 0.29% +107.0 +9.5% $281.11 -15.5%
86 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 348.0 $336K 0.28% NEW $965.00 -13.2%
87 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,107.0 $322K 0.27% NEW $290.71 -9.6%
88 TTC TORO CO Industrials 3,200.0 $312K 0.26% $97.42 +2.1%
89 GLD SPDR GOLD TR Financial Services 842.0 $310K 0.26% -20.0 -2.3% $368.38 +14.7%
90 CSCO CISCO SYS INC Technology 2,464.0 $289K 0.24% NEW $117.46 -4.9%
91 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,514.0 $285K 0.24% NEW $188.36 -19.8%
92 SNDK SANDISK CORP Technology 125.0 $284K 0.24% NEW $2273.73 -35.1%
93 MMM 3M CO Industrials 1,741.0 $282K 0.24% $161.94 +10.4%
94 VTI VANGUARD INDEX FDS 741.0 $274K 0.23% +15.0 +2.1% $370.27 +2.7%
95 DFAI DIMENSIONAL ETF TRUST 6,594.0 $272K 0.23% +1K +21.2% $41.25 +4.9%
96 SBUX STARBUCKS CORP Consumer Cyclical 2,596.0 $265K 0.22% NEW $102.19 +4.7%
97 VCTR VICTORY CAP HLDGS INC DEL Financial Services 3,063.0 $257K 0.22% NEW $84.06 +43.4%
98 SLV ISHARES SILVER TR Financial Services 4,715.0 $252K 0.21% -95.0 -2.0% $53.47 +17.4%
99 AMAT APPLIED MATLS INC Technology 348.0 $252K 0.21% NEW $723.00 -33.9%
100 IVV ISHARES TR 332.0 $249K 0.21% -53.0 -13.8% $749.60 +3.3%
Page 5 of 6  ·  113 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 40.2%
Financial Services 24.8%
Industrials 21.4%
Healthcare 4.5%
Consumer Cyclical 3.5%
Consumer Defensive 2.2%
Utilities 1.2%
Communication Services 1.0%
Energy 1.0%
Real Estate 0.2%