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Portfolio (Quarterly) Guide ↗

E6 Portfolios, LLC

· CIK 0002110817
13F Portfolio $125M AUM 97 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 97 New
Page 4 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IYW ISHARES TR 1,275.0 $322K 0.26% NEW $252.23 +1.0%
62 ISHARES TR 6,195.0 $307K 0.24% NEW $49.55
63 INTC INTEL CORP Technology 2,155.0 $301K 0.24% NEW $139.63 -25.9%
64 KLAC KLA CORP Technology 990.0 $299K 0.24% NEW $301.75 -31.8%
65 MS MORGAN STANLEY Financial Services 1,408.0 $294K 0.23% NEW $209.04 +4.4%
66 GOOG ALPHABET INC Communication Services 820.0 $290K 0.23% NEW $353.25 -3.3%
67 ASML ASML HLDG NV Technology 144.0 $286K 0.23% NEW $1989.44 -5.3%
68 JNJ JOHNSON & JOHNSON Healthcare 1,105.0 $281K 0.22% NEW $254.03 +3.3%
69 MA MASTERCARD INCORPORATED Financial Services 544.0 $279K 0.22% NEW $513.31 +9.5%
70 HD HOME DEPOT INC Consumer Cyclical 784.0 $277K 0.22% NEW $352.77 -4.2%
71 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,006.0 $275K 0.22% NEW $136.95 +22.6%
72 GS GOLDMAN SACHS GROUP INC Financial Services 268.0 $271K 0.22% NEW $1010.39 +4.0%
73 ISVL ISHARES TR 5,322.0 $268K 0.21% NEW $50.35 +7.7%
74 AVEM AMERICAN CENTY ETF TR 2,767.0 $267K 0.21% NEW $96.49 -2.1%
75 DFUS DIMENSIONAL ETF TRUST 3,195.0 $262K 0.21% NEW $81.94 +3.2%
76 GLD SPDR GOLD TR Financial Services 701.0 $258K 0.21% NEW $368.50 +10.0%
77 KGC KINROSS GOLD CORP Basic Materials 10,857.0 $256K 0.20% NEW $23.62 +17.4%
78 CSCO CISCO SYS INC Technology 2,061.0 $242K 0.19% NEW $117.45 -3.9%
79 IAGG ISHARES TR 4,779.0 $242K 0.19% NEW $50.60 -1.6%
80 DAL DELTA AIR LINES INC Industrials 2,532.0 $237K 0.19% NEW $93.66 -6.5%
Page 4 of 5  ·  97 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 45.1%
Financial Services 22.4%
Industrials 11.6%
Consumer Cyclical 7.3%
Communication Services 5.6%
Healthcare 3.8%
Consumer Defensive 3.0%
Basic Materials 1.1%