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Portfolio (Quarterly) Guide ↗

Lionhunter Capital Management, LLC

· CIK 0002137268
13F Portfolio $222M AUM 109 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 109 New
Page 5 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 THW ABRDN WORLD HEALTHCARE FUND Financial Services 40,000.0 $536K 0.24% NEW $13.40 +5.4%
82 DUPONT DE NEMOURS INC 3,659.0 $496K 0.22% NEW $135.64
83 MDLZ MONDELEZ INTL INC Consumer Defensive 7,858.0 $455K 0.20% NEW $57.84 +8.9%
84 ETN EATON CORP PLC Industrials 1,015.0 $433K 0.20% NEW $426.12 +1.0%
85 PPG PPG INDS INC Basic Materials 3,439.0 $417K 0.19% NEW $121.29 -6.7%
86 GSK GSK PLC Healthcare 7,932.0 $416K 0.19% NEW $52.42 -2.3%
87 DUK DUKE ENERGY CORP NEW Utilities 3,173.0 $402K 0.18% NEW $126.58 -1.5%
88 PPL PPL CORP Utilities 10,733.0 $390K 0.18% NEW $36.35 +0.2%
89 BUG GLOBAL X FDS 10,000.0 $382K 0.17% NEW $38.19 +9.5%
90 SPY STATE STR SPDR S&P 500 ETF T Financial Services 500.0 $373K 0.17% NEW $746.77 +2.9%
91 KOPN KOPIN CORP Technology 80,000.0 $358K 0.16% NEW $4.48 +13.7%
92 GIS GENERAL MILLS INC Consumer Defensive 10,124.0 $352K 0.16% NEW $34.80 +10.1%
93 EBAY EBAY INC. Consumer Cyclical 3,019.0 $337K 0.15% NEW $111.75 -7.2%
94 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 5,252.0 $336K 0.15% NEW $64.01 +14.4%
95 SRE SEMPRA Utilities 3,444.0 $319K 0.14% NEW $92.71 -6.4%
96 GILD GILEAD SCIENCES INC Healthcare 2,500.0 $316K 0.14% NEW $126.34 +13.5%
97 ENB ENBRIDGE INC Energy 5,448.0 $295K 0.13% NEW $54.21 -5.4%
98 BP BP PLC Energy 7,936.0 $293K 0.13% NEW $36.95 +17.4%
99 EW EDWARDS LIFESCIENCES CORP Healthcare 3,000.0 $271K 0.12% NEW $90.46 +1.3%
100 SLM SLM CORP Financial Services 10,077.0 $261K 0.12% NEW $25.94 +4.2%
Page 5 of 6  ·  109 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
Healthcare 22.9%
Industrials 14.9%
Technology 13.2%
Financial Services 13.0%
Utilities 10.8%
Consumer Cyclical 8.1%
Energy 8.1%
Consumer Defensive 4.4%
Communication Services 4.1%
Basic Materials 0.6%