BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Tempo Wealth, LLC

· CIK 0002112005
13F Portfolio $573M AUM 213 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 124 Added 48 Reduced 12 Exited
Page 4 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM INTERNATIONAL BUSINESS MACHS Technology 4,090.0 $991K 0.17% +933.0 +29.6% $242.37 +3.4%
62 CRWD CROWDSTRIKE HLDGS INC Technology 2,430.0 $949K 0.17% +925.0 +61.5% $390.44 +72.0%
63 BX BLACKSTONE INC Financial Services 7,815.0 $899K 0.16% +848.0 +12.2% $114.99 +2.7%
64 IEFA ISHARES TR 9,831.0 $890K 0.15% +316.0 +3.3% $90.53 +8.6%
65 LLY ELI LILLY & CO Healthcare 932.0 $857K 0.15% +53.0 +6.0% $919.36 +15.8%
66 LTBR LIGHTBRIDGE CORP Industrials 68,363.0 $729K 0.13% +5K +8.0% $10.66 +8.7%
67 IVE ISHARES TR 3,441.0 $727K 0.13% +343.0 +11.1% $211.17 +7.9%
68 RTX RTX CORPORATION Industrials 3,755.0 $724K 0.13% +415.0 +12.4% $192.90 -7.2%
69 GE GE AEROSPACE Industrials 2,492.0 $707K 0.12% +849.0 +51.7% $283.72 +10.8%
70 FORTINET INC 8,552.0 $699K 0.12% +1K +20.4% $81.72
71 LMT LOCKHEED MARTIN CORP Industrials 1,144.0 $691K 0.12% +185.0 +19.3% $604.31 -11.8%
72 MRVL MARVELL TECHNOLOGY INC Technology 6,625.0 $656K 0.11% +159.0 +2.5% $99.05 +110.3%
73 WM WASTE MGMT INC DEL Industrials 2,796.0 $642K 0.11% +391.0 +16.3% $229.79 -5.2%
74 IBIT ISHARES BITCOIN TRUST ETF Financial Services 16,054.0 $617K 0.11% +8K +88.5% $38.42 +11.9%
75 BKNG BOOKING HOLDINGS INC Consumer Cyclical 146.0 $613K 0.11% +1.0 +0.7% $4197.13 -96.1%
76 ABBV ABBVIE INC Healthcare 2,800.0 $609K 0.11% +55.0 +2.0% $217.47 -2.0%
77 XAR SPDR SERIES TRUST 2,393.0 $608K 0.11% +634.0 +36.0% $253.94 +8.9%
78 DE DEERE & CO Industrials 1,051.0 $592K 0.10% +39.0 +3.9% $563.08 -6.0%
79 PNC PNC FINL SVCS GROUP INC Financial Services 2,745.0 $571K 0.10% +223.0 +8.8% $208.11 +6.1%
80 RGTI RIGETTI COMPUTING INC Technology 40,645.0 $571K 0.10% +13K +45.9% $14.04 +78.6%
Page 4 of 7  ·  124 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
Industrials 28.4%
Financial Services 26.5%
Technology 22.7%
Communication Services 7.4%
Consumer Cyclical 6.9%
Consumer Defensive 2.8%
Healthcare 2.5%
Utilities 1.6%
Energy 0.6%
Basic Materials 0.5%