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Portfolio (Quarterly) Guide ↗

BigSur Wealth Management LLC

· CIK 0001659171
13F Portfolio $412M AUM 161 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 New 22 Added 24 Reduced 3 Exited
Page 6 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CPER UNITED STS COMMODITY INDEX F Financial Services 20,339.0 $711K 0.17% $34.96 +9.8%
102 WFC WELLS FARGO CO NEW Financial Services 7,550.0 $704K 0.17% $93.20 -20.2%
103 ADBE ADOBE INC Technology 2,000.0 $700K 0.17% $349.99 -27.1%
104 PSEP INNOVATOR ETFS TRUST 16,000.0 $699K 0.17% $43.72 +4.1%
105 IWM ISHARES TR 2,700.0 $665K 0.16% $246.16 +10.9%
106 SONY SONY GROUP CORP Technology 25,925.0 $664K 0.16% $25.60 -11.3%
107 PKW INVESCO EXCHANGE TRADED FD T 4,900.0 $658K 0.16% $134.32 -0.5%
108 CSCO CISCO SYS INC Technology 8,461.0 $652K 0.16% +961.0 +12.8% $77.03 +54.3%
109 INDA ISHARES TR 12,000.0 $649K 0.16% $54.05 -12.5%
110 ROK ROCKWELL AUTOMATION INC Industrials 1,664.0 $647K 0.16% $389.07 +12.2%
111 CALF PACER FDS TR 14,443.0 $646K 0.16% -487.0 -3.3% $44.70 +5.4%
112 IOO ISHARES TR 5,076.0 $643K 0.16% $126.67 +10.5%
113 NEE NEXTERA ENERGY INC Utilities 7,883.0 $633K 0.15% -169.0 -2.1% $80.28 +16.3%
114 CVX CHEVRON CORP NEW Energy 3,950.0 $602K 0.15% $152.41 +28.7%
115 APOS APOLLO GLOBAL MGMT INC Financial Services 4,000.0 $579K 0.14% $144.76 -82.2%
116 FXI ISHARES TR 14,575.0 $558K 0.14% $38.29 -5.2%
117 HTGC HERCULES CAPITAL INC Financial Services 29,500.0 $555K 0.14% $18.82 -18.2%
118 ET ENERGY TRANSFER L P Energy 30,000.0 $495K 0.12% $16.49 +22.4%
119 AAXJ ISHARES TR 5,260.0 $490K 0.12% $93.12 +19.6%
120 SHEL SHELL PLC Energy 6,586.0 $484K 0.12% $73.48 +20.6%
Page 6 of 8  ·  160 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 40.6%
Technology 20.2%
Industrials 10.0%
Communication Services 8.6%
Healthcare 7.3%
Consumer Cyclical 6.7%
Utilities 2.4%
Energy 1.7%
Basic Materials 1.4%
Consumer Defensive 1.1%