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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 5 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CENCORA INC 1,399.0 $396K 0.33% -21.0 -1.5% $282.97
82 VWO VANGUARD INTL EQUITY INDEX F 6,446.0 $385K 0.32% $59.69 +2.1%
83 SMH VANECK ETF TRUST 575.0 $377K 0.31% +38.0 +7.1% $655.58 -13.0%
84 PLTR PALANTIR TECHNOLOGIES INC Technology 3,190.0 $372K 0.31% -1K -25.0% $116.66 +59.7%
85 IMTM ISHARES TR 6,958.0 $371K 0.31% +73.0 +1.1% $53.33 +0.7%
86 IEFA ISHARES TR 3,836.0 $370K 0.31% -264.0 -6.4% $96.57 +4.2%
87 EFG ISHARES TR 2,975.0 $370K 0.31% +17.0 +0.6% $124.42 +0.8%
88 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 19,518.0 $368K 0.31% +410.0 +2.1% $18.87 +21.5%
89 FTCS FIRST TR EXCHANGE-TRADED FD 3,921.0 $368K 0.31% -1K -25.1% $93.92 +7.5%
90 CGDV CAPITAL GROUP DIVIDEND VALUE 7,459.0 $368K 0.30% -2K -19.4% $49.28 +2.3%
91 WMT WALMART INC Consumer Defensive 3,237.0 $367K 0.30% -111.0 -3.3% $113.25 -9.4%
92 SLVO UBS AG Financial Services 5,625.0 $366K 0.30% +2K +43.6% $65.07 +9.9%
93 FIRST TR EXCHNG TRADED FD VI 14,362.0 $364K 0.30% $25.35
94 SPACE EXPLORATION TECHN CORP 2,119.0 $362K 0.30% NEW $170.89
95 PG PROCTER & GAMBLE CO Consumer Defensive 2,406.0 $353K 0.29% -60.0 -2.4% $146.66 -2.2%
96 AMD ADVANCED MICRO DEVICES INC Technology 588.0 $342K 0.28% NEW $581.37 -18.6%
97 RDW REDWIRE CORPORATION Industrials 27,600.0 $338K 0.28% +12K +74.1% $12.23 -8.1%
98 XMHQ INVESCO EXCHANGE TRADED FD T 2,982.0 $337K 0.28% +145.0 +5.1% $112.87 +6.0%
99 STIP ISHARES TR 3,291.0 $336K 0.28% NEW $102.15 -1.2%
100 ADI ANALOG DEVICES INC Technology 831.0 $330K 0.27% +25.0 +3.1% $397.41 -6.2%
Page 5 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%