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Portfolio (Quarterly) Guide ↗

Ethos Capital Management, Inc.

· CIK 0002106214
13F Portfolio $117M AUM 56 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 32 Added 21 Reduced 1 Exited
Page 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 STIP ISHARES TR 130,714.0 $13.5M 11.60% +22K +20.3% $103.43 -0.0%
2 BIV VANGUARD BD INDEX FDS 131,628.0 $10.2M 8.71% +22K +19.8% $77.18 -1.9%
3 IMTB ISHARES TR 220,238.0 $9.7M 8.28% +36K +19.7% $43.82 -1.8%
4 AVGO BROADCOM INC Technology 13,192.0 $4.1M 3.50% +2K +16.8% $309.51 +32.8%
5 NVDA NVIDIA CORPORATION Technology 22,696.0 $4.0M 3.40% +3K +15.2% $174.40 +27.5%
6 PLTR PALANTIR TECHNOLOGIES INC Technology 21,613.0 $3.2M 2.71% +4K +23.8% $146.28 -7.6%
7 GS GOLDMAN SACHS GROUP INC Financial Services 3,327.0 $2.8M 2.41% +465.0 +16.2% $845.97 +11.9%
8 MU MICRON TECHNOLOGY INC Technology 8,188.0 $2.8M 2.37% +740.0 +9.9% $337.82 +101.7%
9 XOM EXXON MOBIL CORP Energy 14,804.0 $2.5M 2.15% +2K +18.6% $169.66 -5.4%
10 NFLX NETFLIX INC Communication Services 24,595.0 $2.4M 2.03% +5K +25.4% $96.15 -6.8%
11 CVX CHEVRON CORP NEW Energy 10,608.0 $2.2M 1.88% +2K +18.1% $206.90 -5.2%
12 AMD ADVANCED MICRO DEVICES INC Technology 10,589.0 $2.2M 1.85% +2K +24.3% $203.43 +103.5%
13 BWA BORGWARNER INC Consumer Cyclical 37,251.0 $2.0M 1.73% +5K +17.1% $54.26 +12.7%
14 TPR TAPESTRY INC Consumer Cyclical 14,078.0 $2.0M 1.70% +2K +16.4% $141.11 -7.0%
15 C CITIGROUP INC Financial Services 16,581.0 $1.9M 1.61% +3K +17.9% $113.41 +5.8%
16 INTC INTEL CORP Technology 41,561.0 $1.8M 1.57% +4K +10.3% $44.13 +145.1%
17 CNP CENTERPOINT ENERGY INC Utilities 42,486.0 $1.8M 1.57% +7K +20.1% $43.16 -3.3%
18 EXC EXELON CORP Utilities 37,214.0 $1.8M 1.56% +6K +20.7% $49.02 -10.3%
19 CSCO CISCO SYS INC Technology 23,006.0 $1.8M 1.53% +4K +18.8% $77.59 +53.2%
20 JPM JPMORGAN CHASE & CO Financial Services 6,059.0 $1.8M 1.53% +895.0 +17.3% $294.16 +2.2%
Page 1 of 2  ·  32 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 37.6%
Financial Services 20.7%
Consumer Cyclical 9.7%
Communication Services 8.8%
Energy 7.5%
Utilities 7.3%
Industrials 5.8%
Healthcare 2.6%