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Portfolio (Quarterly) Guide ↗

Stronghold Wealth Management L.L.C.

· CIK 0002107257
13F Portfolio $75M AUM 244 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 50 Added 39 Reduced 11 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EXXONMOBIL HOLDINGS CORP COM SHS 4,329.0 $592K 0.79% NEW $136.72
2 DELL DELL TECHNOLOGIES INC CL C Technology 734.0 $317K 0.42% NEW $431.46 +0.4%
3 TXN TEXAS INSTRS INC COM Technology 935.0 $279K 0.37% NEW $298.07 -13.1%
4 BRC BRADY CORP CL A Industrials 2,911.0 $267K 0.36% NEW $91.57 +3.1%
5 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 736.0 $261K 0.35% NEW $354.57 -32.7%
6 BOOT BOOT BARN HLDGS INC COM Consumer Cyclical 1,585.0 $260K 0.35% NEW $164.27 -1.5%
7 FN FABRINET SHS Technology 436.0 $245K 0.33% NEW $562.08 -25.1%
8 CMI CUMMINS INC COM Industrials 343.0 $245K 0.33% NEW $713.21 -19.9%
9 MOD MODINE MFG CO COM Consumer Cyclical 901.0 $241K 0.32% NEW $267.02 -29.5%
10 MS MORGAN STANLEY COM NEW Financial Services 1,140.0 $238K 0.32% NEW $209.04 +2.4%
11 NFLX NETFLIX INC. COM Communication Services 3,296.0 $235K 0.32% NEW $71.40 +12.1%
12 NPO ENPRO INC COM Industrials 624.0 $235K 0.32% NEW $376.93 -19.2%
13 PNC PNC FINL SVCS GROUP INC COM Financial Services 953.0 $235K 0.31% NEW $246.22 -1.0%
14 DAL DELTA AIR LINES INC COM NEW Industrials 2,492.0 $233K 0.31% NEW $93.66 -11.9%
15 LGND LIGAND PHARMACEUTICALS INC COM NEW Healthcare 737.0 $233K 0.31% NEW $316.09 -11.4%
16 BDX BECTON DICKINSON & CO COM Healthcare 1,417.0 $214K 0.29% NEW $151.33 +26.0%
17 SIMO SILICON MOTION TECHNOLOGY CORP SPONSORED ADR Technology 628.0 $209K 0.28% NEW $333.33 -27.0%
18 UBS UBS GROUP AG SHS Financial Services 4,183.0 $207K 0.28% NEW $49.56 +8.4%
19 FITB FIFTH THIRD BANCORP COM Financial Services 3,663.0 $206K 0.28% NEW $56.37 -2.6%
20 USB US BANCORP COM NEW Financial Services 3,386.0 $205K 0.27% NEW $60.40 +3.3%
Page 1 of 2  ·  23 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 41.0%
Technology 21.3%
Healthcare 9.1%
Industrials 7.2%
Communication Services 5.0%
Consumer Defensive 5.0%
Real Estate 4.4%
Consumer Cyclical 4.3%
Energy 1.2%
Basic Materials 0.8%