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Portfolio (Quarterly) Guide ↗

Turner Financial Group, Inc.

· CIK 0002149918
13F Portfolio $101M AUM 112 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 112 New
Page 4 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COHR COHERENT CORP Technology 966.0 $381K 0.38% NEW $394.31 -27.6%
62 AMZN AMAZON COM INC Consumer Cyclical 1,582.0 $377K 0.38% NEW $238.40 +9.5%
63 SSRM SSR MINING IN Basic Materials 13,203.0 $373K 0.37% NEW $28.28 +37.8%
64 ANET ARISTA NETWORKS INC Technology 2,069.0 $351K 0.35% NEW $169.87 +11.7%
65 NVT NVENT ELEC PLC Industrials 2,060.0 $349K 0.35% NEW $169.57 -9.6%
66 FIX COMFORT SYS USA INC Industrials 171.0 $338K 0.34% NEW $1976.20 -19.7%
67 EXEL EXELIXIS INC Healthcare 6,167.0 $336K 0.33% NEW $54.41 +2.9%
68 WDC WESTERN DIGITAL CORP Technology 523.0 $334K 0.33% NEW $638.44 -30.5%
69 MSFU DIREXION SHARES ETF TRUST 15,095.0 $333K 0.33% NEW $22.09 +65.7%
70 FORTINET INC 2,087.0 $321K 0.32% NEW $153.66
71 PLTU DIREXION SHARES ETF TRUST 12,594.0 $317K 0.32% NEW $25.20 +103.3%
72 VTI VANGUARD INDEX FDS 840.0 $311K 0.31% NEW $369.98 +2.2%
73 VMI VALMONT INDS INC Industrials 526.0 $304K 0.30% NEW $577.59 -17.9%
74 NVDL GRANITESHARES ETF TR 10,170.0 $303K 0.30% NEW $29.81 +8.9%
75 IGD VOYA GLBL EQTY DIV & PREM OP Financial Services 49,374.0 $303K 0.30% NEW $6.14 +6.8%
76 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,929.0 $295K 0.29% NEW $152.95 -24.4%
77 AMZU DIREXION SHARES ETF TRUST 8,876.0 $295K 0.29% NEW $33.22 +14.8%
78 SANM SANMINA CORP Technology 1,162.0 $294K 0.29% NEW $253.07 -25.2%
79 XOVR ENTREPRENEURSHARES SERIES TR 13,582.0 $286K 0.28% NEW $21.05 -2.9%
80 WTS WATTS WATER TECHNOLOGIES INC Industrials 729.0 $285K 0.28% NEW $391.37 -4.5%
Page 4 of 6  ·  112 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 41.2%
Consumer Cyclical 30.6%
Financial Services 12.4%
Healthcare 5.8%
Industrials 5.6%
Communication Services 2.0%
Basic Materials 1.6%
Energy 0.5%
Utilities 0.4%