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Portfolio (Quarterly) Guide ↗

Belpointe Asset Management LLC

· CIK 0001721242
13F Portfolio $3.1B AUM 1,121 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1121 New
Page 40 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 LEGR FIRST TR EXCHANGE TRADED FD 6,547.0 $421K 0.01% NEW $64.25 +3.8%
782 KIE SPDR SERIES TRUST 6,881.0 $420K 0.01% NEW $60.99 +4.0%
783 FXU FIRST TR EXCHANGE-TRADED FD 8,499.0 $419K 0.01% NEW $49.34 -3.8%
784 EMB ISHARES TR 4,289.0 $414K 0.01% NEW $96.45 -1.8%
785 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 14,373.0 $413K 0.01% NEW $28.72 -36.3%
786 AEHR AEHR TEST SYS Technology 4,289.0 $412K 0.01% NEW $96.06 +5.9%
787 IEI ISHARES TR 3,500.0 $411K 0.01% NEW $117.47 -0.9%
788 XAR SPDR SERIES TRUST 1,445.0 $410K 0.01% NEW $283.79 -3.9%
789 FTCS FIRST TR EXCHANGE-TRADED FD 4,339.0 $408K 0.01% NEW $93.92 +8.1%
790 EMHC SPDR SERIES TRUST 16,008.0 $407K 0.01% NEW $25.44 -2.1%
791 DUHP DIMENSIONAL ETF TRUST 9,700.0 $405K 0.01% NEW $41.73 +1.6%
792 JSMD JANUS DETROIT STR TR 3,986.0 $404K 0.01% NEW $101.24 -6.1%
793 UMAC UNUSUAL MACHS INC Financial Services 18,089.0 $403K 0.01% NEW $22.30 +23.0%
794 FDN FIRST TR EXCHANGE-TRADED FD 1,516.0 $401K 0.01% NEW $264.72 +8.3%
795 AZO AUTOZONE INC Consumer Cyclical 125.0 $399K 0.01% NEW $3195.94 -7.4%
796 RING ISHARES INC 6,181.0 $399K 0.01% NEW $64.60 +40.6%
797 VOD VODAFONE GROUP PLC Communication Services 30,174.0 $399K 0.01% NEW $13.23 +20.7%
798 ETHB ISHARES STAKED ETHEREUM TR E Financial Services 19,657.0 $399K 0.01% NEW $20.30 +53.1%
799 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 14,433.0 $398K 0.01% NEW $27.59 -2.1%
800 PAVE GLOBAL X FDS 6,748.0 $398K 0.01% NEW $58.92 -4.3%
Page 40 of 57  ·  1,121 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 30.3%
Financial Services 26.7%
Consumer Cyclical 8.6%
Industrials 8.1%
Healthcare 6.9%
Communication Services 5.9%
Consumer Defensive 4.2%
Energy 3.0%
Utilities 2.4%
Real Estate 1.9%