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Portfolio (Quarterly) Guide ↗

Strive Financial Group ,LLC

· CIK 0002090040
13F Portfolio $230M AUM 854 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 217 New 174 Added 199 Reduced
Page 10 of 43  ·  854 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TWLO TWILIO INC CLASS A Communication Services 674.0 $139K 0.06% NEW $206.33 +9.1%
182 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 1,578.0 $138K 0.06% +1K +475.9% $87.22 +8.0%
183 SOFI SOFI TECHNOLOGIES INC Financial Services 7,664.0 $137K 0.06% -1K -13.0% $17.93 +4.0%
184 CGNX COGNEX CORP Technology 1,889.0 $137K 0.06% NEW $72.42 -14.9%
185 MWA MUELLER WATER PRODUC CLASS SERIES A Industrials 5,294.0 $137K 0.06% +4K +384.4% $25.83 -2.8%
186 ZM ZOOM COMMUNICATIONS INC CLASS A Technology 1,472.0 $127K 0.06% +1K +371.8% $86.31 +25.5%
187 GENELUX CORP 41,437.0 $125K 0.05% +36K +728.7% $3.01
188 FAST FASTENAL CO Industrials 2,583.0 $124K 0.05% -134.0 -4.9% $48.03 +7.3%
189 CTAS CINTAS CORP Industrials 725.0 $123K 0.05% -50.0 -6.5% $170.08 +19.4%
190 INTU INTUIT Technology 460.0 $120K 0.05% -3K -85.9% $261.00 +39.3%
191 PECO PHILLIPS EDISON & CO INC Real Estate 2,812.0 $117K 0.05% $41.62 -4.4%
192 BXSL BLACKSTONE SECD LENDING Financial Services 4,928.0 $117K 0.05% -9K -65.7% $23.71 +3.7%
193 VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES 976.0 $117K 0.05% +850.0 +674.6% $119.52 +0.1%
194 VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES 1,912.0 $114K 0.05% +337.0 +21.4% $59.69 +0.8%
195 SCHM SCHWAB U.S. MID-CAP ETF 3,082.0 $114K 0.05% NEW $36.87 -1.5%
196 IBB ISHARES BIOTECHNOLOGY ETF 587.0 $112K 0.05% -92.0 -13.6% $190.19 +11.9%
197 MHK MOHAWK INDS INC Consumer Cyclical 900.0 $109K 0.05% $121.33 +11.8%
198 QCOM QUALCOMM INC Technology 578.0 $107K 0.05% -298.0 -34.0% $184.90 -12.2%
199 OMC OMNICOM GROUP INC Communication Services 1,465.0 $107K 0.05% NEW $72.83 +20.3%
200 TRV TRAVELERS COS INC Financial Services 321.0 $106K 0.05% -48.0 -13.0% $330.12 +10.6%
Page 10 of 43  ·  854 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 30.6%
Communication Services 22.7%
Healthcare 11.4%
Consumer Cyclical 9.9%
Financial Services 9.3%
Consumer Defensive 6.3%
Industrials 6.0%
Energy 2.1%
Utilities 1.0%
Basic Materials 0.4%