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Portfolio (Quarterly) Guide ↗

Entelevest, LLC

· CIK 0002109595
13F Portfolio $100M AUM 137 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 53 Added 51 Reduced 35 Exited
Page 6 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TLH ISHARES TR 2,157.0 $217K 0.22% -1K -37.4% $100.71 -2.7%
102 CRM SALESFORCE INC Technology 1,151.0 $215K 0.21% +45.0 +4.1% $186.67 -4.7%
103 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,707.0 $214K 0.21% -105.0 -5.8% $125.46 +7.0%
104 EA ELECTRONIC ARTS INC Communication Services 1,049.0 $214K 0.21% +244.0 +30.3% $203.87 -1.3%
105 LHX L3HARRIS TECHNOLOGIES INC Industrials 614.0 $212K 0.21% NEW $345.15 -11.2%
106 GSK GSK PLC Healthcare 3,700.0 $204K 0.20% -2K -36.0% $55.19 -7.7%
107 GSK PUT GSK PLC Healthcare 3,700.0 $204K 0.20% NEW $55.19 -7.7%
108 KO COCA COLA CO Consumer Defensive 2,660.0 $202K 0.20% -347.0 -11.5% $76.06 +8.1%
109 PLTR PALANTIR TECHNOLOGIES INC Technology 1,342.0 $196K 0.20% NEW $146.28 -7.0%
110 JNJ JOHNSON & JOHNSON Healthcare 775.0 $189K 0.19% NEW $244.44 -6.0%
111 GEV PUT GE VERNOVA INC Utilities 200.0 $175K 0.17% $872.90 +18.6%
112 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 630.0 $173K 0.17% -108.0 -14.6% $275.18 -9.6%
113 MA PUT MASTERCARD INCORPORATED Financial Services 300.0 $150K 0.15% NEW $499.66 -1.2%
114 RCL PUT ROYAL CARIBBEAN GROUP Consumer Cyclical 500.0 $138K 0.14% NEW $275.18 -9.6%
115 ASML PUT ASML HLDG NV Technology 100.0 $132K 0.13% NEW $1320.83 +16.8%
116 AMZN CALL AMAZON COM INC Consumer Cyclical 400.0 $83K 0.08% -500.0 -55.6% $208.27 +26.3%
117 XLV CALL SELECT SECTOR SPDR TR 500.0 $73K 0.07% -700.0 -58.3% $146.61 +0.0%
118 QQQM CALL INVESCO EXCH TRADED FD TR II 300.0 $71K 0.07% NEW $237.62 +23.0%
119 NFLX CALL NETFLIX INC. Communication Services 600.0 $58K 0.06% +100.0 +20.0% $96.15 -8.4%
120 META PUT META PLATFORMS INC Communication Services 100.0 $57K 0.06% NEW $572.13 +5.7%
Page 6 of 7  ·  137 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 38.6%
Financial Services 15.2%
Consumer Cyclical 13.7%
Communication Services 13.0%
Industrials 5.5%
Healthcare 4.5%
Energy 4.0%
Utilities 3.3%
Consumer Defensive 2.2%