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Portfolio (Quarterly) Guide ↗

BRAVE ASSET MANAGEMENT INC

· CIK 0001085867
13F Portfolio $425M AUM 168 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 168 New
Page 4 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NEM NEWMONT CORP Basic Materials 6,900.0 $689K 0.16% NEW $99.85 +10.9%
62 TXT TEXTRON INC Industrials 7,800.0 $680K 0.16% NEW $87.17 +6.0%
63 ABT ABBOTT LABS Healthcare 5,405.0 $677K 0.16% NEW $125.29 -30.9%
64 TXN TEXAS INSTRS INC Technology 3,843.0 $667K 0.16% NEW $173.49 +85.6%
65 CVX CHEVRON CORP NEW Energy 4,366.0 $665K 0.16% NEW $152.41 +23.0%
66 CRSP CALL CRISPR THERAPEUTICS AG Healthcare 12,400.0 $650K 0.15% NEW $52.44 -3.1%
67 KMI KINDER MORGAN INC DEL Energy 23,500.0 $646K 0.15% NEW $27.49 +20.7%
68 ADBE ADOBE INC Technology 1,842.0 $645K 0.15% NEW $349.99 -30.8%
69 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,473.0 $636K 0.15% NEW $257.23 -14.1%
70 HIG HARTFORD INSURANCE GROUP INC Financial Services 4,487.0 $618K 0.15% NEW $137.80 -1.8%
71 GLD SPDR GOLD TR Financial Services 1,472.0 $583K 0.14% NEW $396.31 +4.4%
72 VLO VALERO ENERGY CORP Energy 3,555.0 $579K 0.14% NEW $162.79 +52.0%
73 DE DEERE & CO Industrials 1,229.0 $572K 0.14% NEW $465.57 +13.3%
74 XLF SELECT SECTOR SPDR TR 10,374.0 $568K 0.13% NEW $54.77 -5.3%
75 ABBV ABBVIE INC Healthcare 2,447.0 $559K 0.13% NEW $228.49 -6.2%
76 CRS CARPENTER TECHNOLOGY CORP Industrials 1,760.0 $554K 0.13% NEW $314.84 +43.5%
77 COP CONOCOPHILLIPS Energy 5,846.0 $547K 0.13% NEW $93.61 +26.5%
78 HII HUNTINGTON INGALLS INDS INC Industrials 1,583.0 $538K 0.13% NEW $340.07 -5.7%
79 WMS ADVANCED DRAIN SYS INC DEL Industrials 3,600.0 $521K 0.12% NEW $144.83 -6.0%
80 WAT WATERS CORP Healthcare 1,366.0 $519K 0.12% NEW $379.83 -10.5%
Page 4 of 9  ·  168 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
Financial Services 34.2%
Technology 24.9%
Communication Services 19.0%
Consumer Cyclical 6.0%
Industrials 5.6%
Healthcare 5.1%
Energy 2.7%
Consumer Defensive 1.4%
Basic Materials 0.9%
Utilities 0.2%