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Portfolio (Quarterly) Guide ↗

Ethos Capital Management, Inc.

· CIK 0002106214
13F Portfolio $140M AUM 59 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 19 Added 31 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVGO BROADCOM INC Technology 16,763.0 $6.3M 4.51% +4K +27.1% $377.74 -2.4%
2 NVDA NVIDIA CORPORATION Technology 29,359.0 $5.9M 4.18% +7K +29.4% $200.09 +8.7%
3 GS GOLDMAN SACHS GROUP INC Financial Services 4,399.0 $4.4M 3.17% +1K +32.2% $1011.38 +2.2%
4 CSCO CISCO SYS INC Technology 25,443.0 $3.0M 2.13% +2K +10.6% $117.46 -6.4%
5 BWA BORGWARNER INC Consumer Cyclical 43,644.0 $2.9M 2.06% +6K +17.2% $66.40 -3.5%
6 JPM JPMORGAN CHASE & CO Financial Services 8,398.0 $2.7M 1.96% +2K +38.6% $327.32 +9.3%
7 MSFT MICROSOFT CORP Technology 7,211.0 $2.7M 1.92% +3K +85.7% $373.03 +37.7%
8 C CITIGROUP INC Financial Services 18,966.0 $2.7M 1.89% +2K +14.4% $139.96 -5.1%
9 META META PLATFORMS INC Communication Services 4,681.0 $2.6M 1.88% +2K +76.4% $563.27 +2.6%
10 ABBV ABBVIE INC Healthcare 10,283.0 $2.6M 1.84% +3K +36.6% $251.65 +1.5%
11 BERKSHIRE HATHAWAY INC DEL 5,056.0 $2.5M 1.80% +2K +51.9% $500.39
12 CVX CHEVRON CORP NEW Energy 14,561.0 $2.4M 1.72% +4K +37.3% $165.76 +21.8%
13 TPR TAPESTRY INC Consumer Cyclical 16,467.0 $2.4M 1.72% +2K +17.0% $146.38 -14.3%
14 XOM EXXON MOBIL CORP Energy 17,467.0 $2.4M 1.70% +3K +18.0% $136.72 +14.6%
15 VGT VANGUARD WORLD FD 10,214.0 $1.2M 0.87% +8K +472.5% $119.52 +0.5%
16 MGK VANGUARD WORLD FD 11,793.0 $1.0M 0.74% +8K +258.0% $87.91 +2.5%
17 AMZN AMAZON COM INC Consumer Cyclical 1,972.0 $470K 0.34% +44.0 +2.3% $238.34 +11.8%
18 DIVO AMPLIFY ETF TR 7,525.0 $344K 0.24% +89.0 +1.2% $45.70 +6.0%
19 GOOGL ALPHABET INC Communication Services 844.0 $302K 0.21% +70.0 +9.0% $357.44 -3.0%

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 46.4%
Financial Services 21.2%
Consumer Cyclical 10.2%
Energy 6.1%
Healthcare 5.9%
Communication Services 4.3%
Industrials 2.4%
Basic Materials 2.3%
Utilities 1.3%