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Portfolio (Quarterly) Guide ↗

Strive Financial Group ,LLC

· CIK 0002090040
13F Portfolio $189M AUM 729 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 729 New
Page 2 of 37  ·  729 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ROL ROLLINS INC Consumer Cyclical 37,286.0 $2.2M 1.18% NEW $60.02 -25.1%
22 ZACKS FOCUS GROWTH ETF 74,527.0 $2.2M 1.18% NEW $29.80
23 TMO THERMO FISHER SCIENTIFIC Healthcare 3,813.0 $2.2M 1.17% NEW $579.46 -19.8%
24 INTU INTUIT Technology 3,256.0 $2.2M 1.14% NEW $662.44 -59.7%
25 VTV VANGUARD VALUE ETF 11,200.0 $2.1M 1.13% NEW $190.99 +13.4%
26 CASY CASEYS GEN STORES INC Consumer Cyclical 3,649.0 $2.0M 1.07% NEW $552.71 +52.4%
27 GL GLOBE LIFE INC Financial Services 14,111.0 $2.0M 1.04% NEW $139.86 +22.1%
28 MTD METTLER-TOLEDO INTL INC Healthcare 1,407.0 $2.0M 1.04% NEW $1394.19 -18.0%
29 LLY ELI LILLY AND CO Healthcare 1,814.0 $1.9M 1.03% NEW $1074.79 +2.2%
30 TSCO TRACTOR SUPPLY CO Consumer Cyclical 37,907.0 $1.9M 1.00% NEW $50.01 -39.5%
31 PEP PEPSICO INC Consumer Defensive 13,073.0 $1.9M 0.99% NEW $143.53 -1.0%
32 MSCI MSCI INC Financial Services 3,249.0 $1.9M 0.99% NEW $573.77 +1.2%
33 JKHY HENRY JACK & ASSOC INC Technology 10,150.0 $1.9M 0.98% NEW $182.48 -30.8%
34 PG PROCTER & GAMBLE CO Consumer Defensive 12,905.0 $1.8M 0.98% NEW $143.31 +5.0%
35 RWJ INVESCO S&P SMALLCAP 600REV ETF 37,319.0 $1.8M 0.96% NEW $48.72 +19.5%
36 COST COSTCO WHSL CORP NEW Consumer Defensive 2,104.0 $1.8M 0.96% NEW $862.38 +10.3%
37 MKC MCCORMICK & CO INC CLASS CLASS N Consumer Defensive 25,581.0 $1.7M 0.92% NEW $68.11 -31.5%
38 ADP AUTOMATIC DATA PROCESSIN Industrials 6,767.0 $1.7M 0.92% NEW $257.26 -15.1%
39 CMCSA COMCAST CORP NEW TRADES WITH DUE BILLS Communication Services 57,895.0 $1.7M 0.92% NEW $29.89 -25.0%
40 IEMG ISHARES CORE MSCI EMERGING ETF 24,113.0 $1.6M 0.86% NEW $67.22 +27.4%
Page 2 of 37  ·  729 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 25.5%
Communication Services 19.5%
Consumer Defensive 12.8%
Consumer Cyclical 12.5%
Healthcare 11.4%
Financial Services 9.0%
Industrials 6.3%
Energy 1.1%
Utilities 0.8%
Real Estate 0.7%