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Portfolio (Quarterly) Guide ↗

Steadtrust LLC

· CIK 0002097595
13F Portfolio $198M AUM 132 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 27 Added 28 Reduced 8 Exited
Page 3 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VISN VISTANCE NETWORKS INC Technology 90,100.0 $1.2M 0.58% +600.0 +0.7% $12.78 -51.4%
42 KMI KINDER MORGAN INC DEL Energy 35,700.0 $1.1M 0.58% -300.0 -0.8% $31.97 +0.2%
43 PANW PALO ALTO NETWORKS INC Technology 3,344.0 $1.1M 0.58% $341.02 +5.2%
44 BUNGE GLOBAL SA 10,343.0 $1.1M 0.56% $106.73
45 DRAM ROUNDHILL ETF TRUST 14,380.0 $1.1M 0.54% NEW $73.85 -25.3%
46 AGNC AGNC INVT CORP Real Estate 94,592.0 $1.0M 0.52% +6K +6.8% $10.90 -2.5%
47 CAG CONAGRA BRANDS INC Consumer Defensive 76,200.0 $1.0M 0.52% +42K +124.1% $13.46 +19.0%
48 NVDA NVIDIA CORPORATION Technology 5,074.0 $1.0M 0.51% $200.09 +8.7%
49 YPF YPF SOCIEDAD ANONIMA Energy 22,000.0 $1.0M 0.51% +2K +10.0% $45.47 +15.9%
50 KKR KKR & CO INC 10,800.0 $991K 0.50% $91.78
51 CVS CVS HEALTH CORP Healthcare 9,175.0 $949K 0.48% $103.45 -6.5%
52 BIDU BAIDU INC Communication Services 8,225.0 $940K 0.47% +100.0 +1.2% $114.29 -16.9%
53 RTX RTX CORPORATION Industrials 4,828.0 $916K 0.46% $189.73 +7.6%
54 JXN JACKSON FINANCIAL INC Financial Services 8,930.0 $914K 0.46% $102.39 +29.6%
55 NVS NOVARTIS AG Healthcare 5,769.0 $904K 0.46% $156.72 +3.0%
56 LPTH LIGHTPATH TECHNOLOGIES INC Technology 53,379.0 $873K 0.44% -3K -5.3% $16.35 -40.9%
57 NEM NEWMONT CORP Basic Materials 9,286.0 $867K 0.44% -200.0 -2.1% $93.40 +32.1%
58 JNJ JOHNSON & JOHNSON Healthcare 3,301.0 $838K 0.42% $253.97 +6.7%
59 NMIH NMI HLDGS INC Financial Services 20,000.0 $822K 0.42% $41.09 +7.6%
60 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 14,804.0 $741K 0.38% -400.0 -2.6% $50.03 -11.5%
Page 3 of 7  ·  132 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 38.1%
Basic Materials 18.0%
Energy 13.1%
Industrials 6.9%
Healthcare 5.8%
Consumer Defensive 5.8%
Financial Services 5.6%
Communication Services 2.7%
Consumer Cyclical 2.0%
Real Estate 1.1%