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Portfolio (Quarterly) Guide ↗

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

· CIK 0002105785
13F Portfolio $149M AUM 70 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 26 Added 25 Reduced 2 Exited
Page 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CGHM CAPITAL GRP FIXED INCM ETF T 19,531.0 $505K 0.34% $25.85 -1.9%
42 AAPL APPLE INC Technology 1,717.0 $497K 0.33% -283.0 -14.2% $289.41 +10.5%
43 SCHA SCHWAB STRATEGIC TR 12,875.0 $465K 0.31% +803.0 +6.7% $36.13 -5.2%
44 AVUV AMERICAN CENTY ETF TR 3,666.0 $457K 0.31% -34.0 -0.9% $124.77 +0.6%
45 BERKSHIRE HATHAWAY INC DEL 911.0 $456K 0.31% NEW $500.39
46 CVX CHEVRON CORPORATION Energy 2,703.0 $448K 0.30% -85.0 -3.0% $165.78 +21.8%
47 VTI VANGUARD INDEX FDS 1,121.0 $415K 0.28% NEW $370.17 +2.5%
48 IEFA ISHARES TR 4,242.0 $410K 0.28% $96.58 +4.0%
49 QQQ INVESCO QQQ TR Financial Services 513.0 $378K 0.25% NEW $736.24 -2.7%
50 IBM INTERNATIONAL BUSINESS MACHS Technology 1,272.0 $358K 0.24% +17.0 +1.4% $281.32 -16.3%
51 PH PARKER-HANNIFIN CORP Industrials 364.0 $356K 0.24% -2.0 -0.6% $978.09 +1.7%
52 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 366.0 $342K 0.23% -14.0 -3.7% $935.39 +1.1%
53 PTNQ PACER FDS TR 3,830.0 $340K 0.23% -332.0 -8.0% $88.65 -2.6%
54 NVDA NVIDIA CORPORATION Technology 1,673.0 $335K 0.23% +363.0 +27.7% $200.09 +8.7%
55 RY ROYAL BK CDA Financial Services 1,583.0 $328K 0.22% $207.01 -1.3%
56 RTX RTX CORPORATION Industrials 1,626.0 $308K 0.21% $189.71 +11.6%
57 FMAR FIRST TR EXCHNG TRADED FD VI 5,880.0 $307K 0.21% $52.26 +2.1%
58 LLY ELI LILLY & CO Healthcare 228.0 $273K 0.18% -2.0 -0.9% $1199.43 -2.2%
59 CIBR FIRST TR EXCHANGE-TRADED FD 3,019.0 $271K 0.18% NEW $89.84 +9.7%
60 SHV ISHARES TR 2,391.0 $264K 0.18% -4K -64.4% $110.35 +0.0%
Page 3 of 4  ·  70 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
Financial Services 47.5%
Technology 18.7%
Industrials 16.5%
Energy 5.8%
Consumer Defensive 4.9%
Consumer Cyclical 4.1%
Healthcare 2.4%