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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 4 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JPM JPMORGAN CHASE & CO Financial Services 189.0 $62K 0.05% NEW $327.33 +9.1%
62 GEV GE VERNOVA INC Utilities 52.0 $61K 0.05% NEW $1174.87 -19.6%
63 ZROZ PIMCO ETF TR 947.0 $61K 0.05% NEW $64.10 -7.3%
64 IJR ISHARES TR 404.0 $60K 0.05% NEW $148.31 -1.0%
65 SPYC SIMPLIFY EXCHANGE TRADED FUN 1,304.0 $60K 0.05% NEW $45.68 +1.9%
66 SPLS PIMCO ETF TR 1,089.0 $59K 0.05% NEW $54.27 +2.2%
67 MCD MCDONALDS CORP Consumer Cyclical 208.0 $56K 0.05% NEW $270.31 -1.4%
68 PAYH ELEVATION SERIES TRUST 2,237.0 $55K 0.05% NEW $24.78 +1.7%
69 ONEH ELEVATION SERIES TRUST 2,213.0 $55K 0.05% NEW $24.68 -0.8%
70 AMGN AMGEN INC Healthcare 150.0 $54K 0.05% NEW $362.12 +22.1%
71 QCOM QUALCOMM INC Technology 271.0 $50K 0.04% NEW $184.79 -12.1%
72 CBZ CBIZ INC Industrials 1,492.0 $48K 0.04% NEW $32.08 +70.5%
73 VZ VERIZON COMMUNICATIONS INC Communication Services 1,114.0 $47K 0.04% NEW $42.34 +18.6%
74 BLACKROCK ETF TRUST 1,284.0 $47K 0.04% NEW $36.60
75 SPMO INVESCO EXCH TRADED FD TR II 286.0 $46K 0.04% NEW $161.54 -8.7%
76 JNJ JOHNSON & JOHNSON Healthcare 171.0 $43K 0.04% NEW $253.97 +6.3%
77 BAI BLACKROCK ETF TRUST 815.0 $43K 0.04% NEW $52.72 -16.1%
78 MRK MERCK & CO INC Healthcare 318.0 $41K 0.04% NEW $128.50 +19.5%
79 TSLA TESLA INC Consumer Cyclical 96.0 $40K 0.04% NEW $420.60 -18.1%
80 NULG NUSHARES ETF TR 338.0 $40K 0.03% NEW $117.06 -2.6%
Page 4 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%