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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 8 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LIN LINDE PLC Basic Materials 494.0 $211K 0.05% NEW $426.39 +21.1%
142 SAFT SAFETY INS GROUP INC Financial Services 2,600.0 $203K 0.05% NEW $77.91 -7.3%
143 ENB ENBRIDGE INC Energy 4,224.0 $202K 0.05% NEW $47.92 +18.9%
144 SBUX STARBUCKS CORP Consumer Cyclical 2,400.0 $202K 0.05% NEW $84.21 +21.5%
145 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 22,000.0 $196K 0.05% NEW $8.90 -3.9%
146 SMR NUSCALE PWR CORP Utilities 10,000.0 $142K 0.03% NEW $14.17 -11.8%
147 BTG B2GOLD CORP Basic Materials 30,000.0 $135K 0.03% NEW $4.51 +3.1%
148 XRX XEROX HOLDINGS CORP Technology 54,000.0 $128K 0.03% NEW $2.37 +30.0%
149 RIG TRANSOCEAN LTD Energy 23,000.0 $95K 0.02% NEW $4.13 +57.7%
150 TDOC TELADOC HEALTH INC Healthcare 13,275.0 $93K 0.02% NEW $7.00 -4.6%
151 KSCP KNIGHTSCOPE INC Industrials 22,000.0 $82K 0.02% NEW $3.71 -16.4%
152 PLUG PLUG POWER INC Industrials 40,400.0 $80K 0.02% NEW $1.97 +89.1%
153 SRFM SURF AIR MOBILITY INC Industrials 40,000.0 $78K 0.02% NEW $1.94 -32.0%
154 DHF BNY MELLON HIGH YIELD STRATE Financial Services 25,100.0 $62K 0.01% NEW $2.48 -1.8%
155 UROY URANIUM RTY CORP Energy 16,000.0 $57K 0.01% NEW $3.54 -1.0%
156 DLTH DULUTH HLDGS INC Consumer Cyclical 24,500.0 $51K 0.01% NEW $2.08 +74.0%
157 URG UR-ENERGY INC Energy 36,000.0 $50K 0.01% NEW $1.39 +19.1%
158 RXRX RECURSION PHARMACEUTICALS IN Healthcare 11,433.0 $47K 0.01% NEW $4.09 -24.6%
159 PROP PRAIRIE OPER CO Financial Services 20,000.0 $34K 0.01% NEW $1.69 -45.8%
160 MEDICUS PHARMA LTD 20,000.0 $31K 0.01% NEW $1.53
Page 8 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%