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Portfolio (Quarterly) Guide ↗

Mission Financial Group, LLC

· CIK 0002113810
13F Portfolio $121M AUM 158 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2025 · All 25 New 51 Added 62 Reduced 13 Exited
Page 4 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAT CATERPILLAR INC Industrials 515.0 $549K 0.46% +6.0 +1.2% $1065.91 -23.4%
62 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 563.0 $543K 0.45% NEW $964.47 -13.2%
63 RKLB ROCKET LAB CORP Industrials 5,250.0 $534K 0.44% +200.0 +4.0% $101.65 -34.8%
64 RSP INVESCO EXCHANGE TRADED FD T 2,497.0 $531K 0.44% -222.0 -8.2% $212.81 +4.3%
65 YDEC FIRST TR EXCHNG TRADED FD VI 18,847.0 $519K 0.43% -1K -6.1% $27.55 +2.6%
66 FJAN FIRST TR EXCHNG TRADED FD VI 9,406.0 $518K 0.43% -325.0 -3.3% $55.09 +2.5%
67 BGLD FIRST TR EXCHANGE-TRADED FD 31,028.0 $505K 0.42% +2K +8.4% $16.29 +7.8%
68 WELL WELLTOWER INC Real Estate 2,211.0 $502K 0.42% -170.0 -7.1% $226.95 +5.3%
69 WWJD NORTHERN LTS FD TR IV 13,029.0 $497K 0.41% -100.0 -0.8% $38.13 +7.7%
70 IJH ISHARES TR 6,424.0 $495K 0.41% +2K +34.1% $77.11 -0.7%
71 LITE LUMENTUM HLDGS INC Technology 562.0 $482K 0.40% +165.0 +41.6% $858.06 +8.0%
72 VEU VANGUARD INTL EQUITY INDEX F 5,597.0 $469K 0.39% -603.0 -9.7% $83.75 +2.3%
73 DMAY FIRST TR EXCHNG TRADED FD VI 9,634.0 $454K 0.38% -200.0 -2.0% $47.12 +1.8%
74 COF CAPITAL ONE FINL CORP Financial Services 2,233.0 $448K 0.37% +29.0 +1.3% $200.59 +8.3%
75 BA BOEING CO Industrials 2,040.0 $442K 0.37% $216.47 -3.0%
76 TSLA TESLA INC Consumer Cyclical 1,045.0 $440K 0.36% +104.0 +11.1% $420.74 -16.5%
77 MRK MERCK & CO INC Healthcare 3,374.0 $434K 0.36% +292.0 +9.5% $128.49 +17.6%
78 NVS NOVARTIS AG Healthcare 2,762.0 $433K 0.36% -100.0 -3.5% $156.75 -1.1%
79 XMMO INVESCO EXCHANGE TRADED FD T 2,475.0 $421K 0.35% $170.12 -8.1%
80 LLY ELI LILLY & CO Healthcare 348.0 $417K 0.35% +41.0 +13.4% $1199.13 -1.6%
Page 4 of 8  ·  158 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 36.3%
Financial Services 23.6%
Industrials 7.5%
Consumer Cyclical 7.3%
Communication Services 7.0%
Healthcare 6.9%
Consumer Defensive 5.0%
Utilities 2.7%
Real Estate 1.7%
Energy 1.3%