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Portfolio (Quarterly) Guide ↗

Montgomery Financial Services LLC

· CIK 0002149844
13F Portfolio $115M AUM 334 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 334 New
Page 13 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TMET ISHARES U S ETF TR 144.0 $4K 0.00% NEW $28.72 +12.8%
242 DVN DEVON ENERGY CORP NEW Energy 100.0 $4K 0.00% NEW $41.32 +13.5%
243 NOK NOKIA CORP Technology 300.0 $4K 0.00% NEW $13.28 -22.1%
244 BP BP PLC Energy 100.0 $4K 0.00% NEW $36.95 +16.0%
245 IBIT ISHARES BITCOIN TRUST ETF Financial Services 110.0 $4K 0.00% NEW $33.29 +34.3%
246 VDE VANGUARD WORLD FD 23.0 $3K 0.00% NEW $150.13 +16.7%
247 RING ISHARES INC 53.0 $3K 0.00% NEW $64.60 +44.2%
248 DRLL EA SERIES TRUST 102.0 $3K 0.00% NEW $33.52 +19.7%
249 SMITHFIELD FOODS INC 139.0 $3K 0.00% NEW $24.26
250 PYLD PIMCO ETF TR 126.0 $3K 0.00% NEW $26.52 -0.8%
251 TXN TEXAS INSTRS INC Technology 11.0 $3K 0.00% NEW $298.09 -12.8%
252 RMR RMR GROUP INC Real Estate 151.0 $3K 0.00% NEW $20.53 -4.2%
253 O REALTY INCOME CORP Real Estate 50.0 $3K 0.00% NEW $61.96 +1.4%
254 WAB WABTEC Industrials 11.0 $3K 0.00% NEW $269.64 +10.1%
255 DECT AIM ETF PRODUCTS TRUST 73.0 $3K 0.00% NEW $39.26 +2.3%
256 DUPONT DE NEMOURS INC 21.0 $3K 0.00% NEW $135.62
257 DOW DOW HLDGS INC Basic Materials 104.0 $3K 0.00% NEW $27.38 +10.2%
258 KHC KRAFT HEINZ CO Consumer Defensive 115.0 $3K 0.00% NEW $23.62 +7.2%
259 KIM KIMCO REALTY CORP Real Estate 100.0 $3K 0.00% NEW $25.35 -5.1%
260 OLN OLIN CORP Basic Materials 125.0 $2K 0.00% NEW $19.82 -12.4%
Page 13 of 17  ·  334 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 27.1%
Communication Services 23.3%
Financial Services 10.8%
Healthcare 8.3%
Consumer Cyclical 6.8%
Industrials 6.6%
Utilities 5.8%
Consumer Defensive 5.0%
Energy 4.3%
Basic Materials 1.4%