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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 5 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NOK NOKIA CORP SPONSORED ADR Technology 21,773.0 $289K 0.39% +3K +13.8% $13.28 -25.0%
82 TJX TJX COS INC NEW COM Consumer Cyclical 1,889.0 $286K 0.38% -84.0 -4.3% $151.50 -7.1%
83 VZ VERIZON COMMUNICATIONS INC COM Communication Services 6,743.0 $285K 0.38% +129.0 +1.9% $42.34 +18.4%
84 TXN TEXAS INSTRS INC COM Technology 935.0 $279K 0.37% NEW $298.07 -13.1%
85 EFA ISHARES MSCI EAFE ETF 2,678.0 $278K 0.37% +251.0 +10.3% $103.88 +4.0%
86 IGF ISHARES GLOBAL INFRASTRUCTURE ETF 4,078.0 $272K 0.36% +51.0 +1.3% $66.60 -1.6%
87 APH AMPHENOL CORP CL A Technology 1,527.0 $269K 0.36% -680.0 -30.8% $176.32 -11.8%
88 CI THE CIGNA GROUP COM Healthcare 968.0 $267K 0.36% +12.0 +1.3% $275.68 +1.7%
89 BRC BRADY CORP CL A Industrials 2,911.0 $267K 0.36% NEW $91.57 +3.1%
90 SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 6,608.0 $266K 0.36% $40.29 +0.9%
91 MET METLIFE INC COM Financial Services 3,120.0 $264K 0.35% $84.61 +13.7%
92 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 736.0 $261K 0.35% NEW $354.57 -32.7%
93 BOOT BOOT BARN HLDGS INC COM Consumer Cyclical 1,585.0 $260K 0.35% NEW $164.27 -1.5%
94 IBM INTERNATIONAL BUSINESS MACHS COM Technology 903.0 $254K 0.34% -10.0 -1.1% $281.21 -17.8%
95 KMI KINDER MORGAN INC DEL COM Energy 7,904.0 $253K 0.34% +112.0 +1.4% $31.97 -3.0%
96 BUI BLACKROCK UTILS INFRASTRUCTURE COM Financial Services 8,477.0 $246K 0.33% -184.0 -2.1% $29.01 -7.7%
97 FN FABRINET SHS Technology 436.0 $245K 0.33% NEW $562.08 -25.1%
98 CMI CUMMINS INC COM Industrials 343.0 $245K 0.33% NEW $713.21 -19.9%
99 FHN FIRST HORIZON CORPORATION COM Financial Services 9,537.0 $245K 0.33% $25.64 -4.3%
100 MOD MODINE MFG CO COM Consumer Cyclical 901.0 $241K 0.32% NEW $267.02 -29.5%
Page 5 of 7  ·  131 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%