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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 7 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TKO TKO GROUP HOLDINGS INC Communication Services 2,250.0 $470K 0.11% $209.00 -9.1%
122 QDPL PACER FDS TR 11,000.0 $469K 0.11% $42.66 +5.3%
123 EPI WISDOMTREE TR 10,000.0 $463K 0.11% $46.29 -10.6%
124 TSLA TESLA INC Consumer Cyclical 991.0 $446K 0.11% $449.72 -8.8%
125 IJR ISHARES TR 3,565.0 $428K 0.10% +2K +137.7% $120.18 +10.8%
126 DBEU DBX ETF TR 8,545.0 $410K 0.10% -8K -48.4% $48.00 +5.7%
127 MU MICRON TECHNOLOGY INC Technology 1,300.0 $371K 0.09% NEW $285.53 +138.7%
128 MDT MEDTRONIC PLC Healthcare 3,600.0 $348K 0.09% $96.77 -20.1%
129 WDC WESTERN DIGITAL CORP Technology 2,000.0 $345K 0.08% NEW $172.27 +166.3%
130 NOC NORTHROP GRUMMAN CORP Industrials 600.0 $342K 0.08% $570.21 -3.5%
131 EIS ISHARES INC 3,000.0 $330K 0.08% $110.03 +17.6%
132 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,000.0 $328K 0.08% $82.02 -25.0%
133 FDX FEDEX CORP Industrials 1,120.0 $325K 0.08% $290.31 +27.4%
134 LIN LINDE PLC Basic Materials 761.0 $324K 0.08% +110.0 +16.9% $426.39 +19.8%
135 ETN EATON CORP PLC Industrials 1,005.0 $320K 0.08% +38.0 +3.9% $318.51 +19.9%
136 VTV VANGUARD INDEX FDS 1,600.0 $306K 0.07% $190.99 +8.4%
137 HEDJ WISDOMTREE TR 5,600.0 $297K 0.07% $53.06 +3.5%
138 ETHA ISHARES ETHEREUM TR Financial Services 13,237.0 $297K 0.07% +637.0 +5.1% $22.43 -29.0%
139 QCOM QUALCOMM INC Technology 1,700.0 $291K 0.07% $171.05 +19.1%
140 ORCL ORACLE CORP Technology 1,370.0 $267K 0.07% +51.0 +3.9% $194.91 -4.3%
Page 7 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%