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Portfolio (Quarterly) Guide ↗

Requisite Capital Management, LLC

· CIK 0001730573
13F Portfolio $527M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New
Page 2 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QDPL PACER FDS TR 54,786.0 $2.3M 0.44% NEW $42.66 +7.4%
22 ETHA ISHARES ETHEREUM TR Financial Services 98,046.0 $2.2M 0.42% NEW $22.43 -30.7%
23 JPM JPMORGAN CHASE & CO. Financial Services 6,448.0 $2.1M 0.39% NEW $322.22 -5.0%
24 V VISA INC Financial Services 5,638.0 $2.0M 0.38% NEW $350.73 -7.0%
25 CSCO CISCO SYS INC Technology 24,553.0 $1.9M 0.36% NEW $77.03 +52.3%
26 CQP CHENIERE ENERGY PARTNERS LP Energy 34,068.0 $1.8M 0.35% NEW $53.48 +15.1%
27 BERKSHIRE HATHAWAY INC DEL 3,200.0 $1.6M 0.30% NEW $502.65
28 META META PLATFORMS INC Communication Services 2,165.0 $1.4M 0.27% NEW $660.03 -7.7%
29 WES WESTERN MIDSTREAM PARTNERS L Energy 36,046.0 $1.4M 0.27% NEW $39.50 +14.5%
30 AMZN AMAZON COM INC Consumer Cyclical 6,087.0 $1.4M 0.27% NEW $230.83 +13.6%
31 FANG DIAMONDBACK ENERGY INC Energy 9,115.0 $1.4M 0.26% NEW $150.33 +30.5%
32 CVX CHEVRON CORP NEW Energy 8,222.0 $1.3M 0.24% NEW $152.41 +22.1%
33 ORCL ORACLE CORP Technology 6,402.0 $1.2M 0.24% NEW $194.91 -2.1%
34 KMI KINDER MORGAN INC DEL Energy 43,963.0 $1.2M 0.23% NEW $27.49 +20.5%
35 UNH UNITEDHEALTH GROUP INC Healthcare 3,338.0 $1.1M 0.21% NEW $330.09 +14.7%
36 VNOM VIPER ENERGY INC Energy 28,492.0 $1.1M 0.21% NEW $38.63 +19.5%
37 IJH ISHARES TR 16,423.0 $1.1M 0.21% NEW $66.00 +12.7%
38 EPD ENTERPRISE PRODS PARTNERS L Energy 31,244.0 $1.0M 0.19% NEW $32.06 +20.5%
39 COST COSTCO WHSL CORP NEW Consumer Defensive 1,153.0 $995K 0.19% NEW $862.71 +15.7%
40 MAPS WM TECHNOLOGY INC Technology 1,147,386.0 $947K 0.18% NEW $0.83 -52.7%
Page 2 of 7  ·  123 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
Energy 36.8%
Financial Services 29.0%
Technology 13.8%
Communication Services 5.5%
Consumer Cyclical 5.0%
Healthcare 4.1%
Industrials 2.3%
Consumer Defensive 1.6%
Real Estate 1.0%
Utilities 0.6%