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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 5 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRVL MARVELL TECHNOLOGY INC Technology 956.0 $285K 0.28% NEW $297.79 -18.7%
82 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 294.0 $283K 0.28% NEW $963.41 -15.0%
83 PEN PENUMBRA INC Healthcare 882.0 $279K 0.28% NEW $315.83 +2.8%
84 DELL DELL TECHNOLOGIES INC Technology 643.0 $277K 0.28% NEW $431.46 +4.6%
85 XOM EXXON MOBIL CORP Energy 2,025.0 $277K 0.28% NEW $136.70 +18.5%
86 KEYS KEYSIGHT TECHNOLOGIES INC Technology 784.0 $274K 0.27% NEW $350.07 -9.2%
87 NPO ENPRO INC Industrials 726.0 $274K 0.27% NEW $377.01 -19.3%
88 HL HECLA MINING COMPANY Basic Materials 17,606.0 $272K 0.27% NEW $15.43 +33.8%
89 ONTO ONTO INNOVATION INC Technology 696.0 $263K 0.26% NEW $378.18 -23.9%
90 AVEM AMERICAN CENTY ETF TR 2,718.0 $262K 0.26% NEW $96.50 -2.1%
91 AYI ACUITY INC Industrials 692.0 $261K 0.26% NEW $376.90 -9.8%
92 JCI JOHNSON CONTROLS INTERNATION Industrials 1,738.0 $254K 0.25% NEW $146.08 -2.8%
93 LFST LIFESTANCE HEALTH GROUP INC Healthcare 23,418.0 $251K 0.25% NEW $10.71 +12.7%
94 ISRG INTUITIVE SURGICAL INC Healthcare 629.0 $250K 0.25% NEW $397.89 -6.5%
95 CDE COEUR MNG INC Basic Materials 15,244.0 $249K 0.25% NEW $16.32 +30.3%
96 VRT VERTIV HOLDINGS CO Industrials 743.0 $249K 0.25% NEW $334.62 -22.5%
97 PANW PALO ALTO NETWORKS INC Technology 724.0 $247K 0.25% NEW $341.16 +1.0%
98 FLS FLOWSERVE CORP Industrials 3,327.0 $247K 0.24% NEW $74.16 +9.3%
99 FN FABRINET Technology 422.0 $237K 0.24% NEW $561.58 -23.4%
100 VEEV VEEVA SYS INC Healthcare 1,317.0 $234K 0.23% NEW $177.53 +38.1%
Page 5 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%