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Portfolio (Quarterly) Guide ↗

Artesa Financial Group, LLC

· CIK 0002109808
13F Portfolio $117M AUM 62 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 25 Added 12 Reduced 3 Exited
Page 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLV ISHARES SILVER TR Financial Services 18,675.0 $999K 0.85% +2K +13.4% $53.47 +15.2%
22 AMD ADVANCED MICRO DEVICES INC Technology 1,665.0 $967K 0.83% $580.91 -17.2%
23 XLK SELECT SECTOR SPDR TR 4,629.0 $882K 0.75% +77.0 +1.7% $190.51 -4.0%
24 MU MICRON TECHNOLOGY INC Technology 675.0 $779K 0.67% -126.0 -15.7% $1154.29 -18.7%
25 VIGI VANGUARD WHITEHALL FDS 8,330.0 $778K 0.66% $93.38 +5.5%
26 BERKSHIRE HATHAWAY INC DEL 1,379.0 $690K 0.59% +12.0 +0.9% $500.39
27 SHEL SHELL PLC Energy 8,519.0 $661K 0.56% -999.0 -10.5% $77.54 +17.5%
28 CVX CHEVRON CORPORATION Energy 3,737.0 $619K 0.53% $165.75 +20.8%
29 EPD ENTERPRISE PRODS PARTNERS L 15,691.0 $577K 0.49% -960.0 -5.8% $36.76
30 NVDA NVIDIA CORPORATION Technology 2,744.0 $549K 0.47% +43.0 +1.6% $200.07 +4.8%
31 XLE SELECT SECTOR SPDR TR 9,965.0 $529K 0.45% +2K +21.6% $53.11 +17.5%
32 VTI VANGUARD INDEX FDS 1,266.0 $468K 0.40% +68.0 +5.7% $369.89 +2.3%
33 ET ENERGY TRANSFER L P Energy 23,374.0 $447K 0.38% -837.0 -3.5% $19.12 +12.1%
34 INTC INTEL CORP Technology 3,089.0 $431K 0.37% NEW $139.61 -36.8%
35 VTEB VANGUARD MUN BD FDS 8,270.0 $418K 0.36% +2K +31.8% $50.58 -2.1%
36 DVY ISHARES TR 2,600.0 $406K 0.35% $156.30 +5.5%
37 TRGP TARGA RES CORP Energy 1,446.0 $388K 0.33% $268.05 +9.7%
38 WMT WALMART INC Consumer Defensive 3,222.0 $365K 0.31% -100.0 -3.0% $113.28 -7.9%
39 GOOGL ALPHABET INC Communication Services 992.0 $355K 0.30% +92.0 +10.2% $357.37 -4.3%
40 DBP INVESCO DB MULTI-SECTOR COMM Financial Services 3,759.0 $348K 0.30% -34.0 -0.9% $92.47 +14.5%
Page 2 of 4  ·  62 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 61.2%
Technology 18.4%
Energy 9.1%
Consumer Cyclical 4.2%
Communication Services 2.0%
Healthcare 1.5%
Utilities 1.3%
Consumer Defensive 1.2%
Industrials 1.0%