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Portfolio (Quarterly) Guide ↗

Next Capital Management LLC

· CIK 0001752762
13F Portfolio $370M AUM 138 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 138 New
Page 5 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWS ISHARES RUSSELL MID-CAP VALUE ETF 3,427.0 $564K 0.15% NEW $164.60 +4.4%
82 ARKG ARK GENOMIC REVOLUTION ETF 13,046.0 $549K 0.15% NEW $42.06 +4.1%
83 EPD ENTERPRISE PRODS PART LP Energy 14,348.0 $527K 0.14% NEW $36.76 +5.6%
84 TRS TRIMAS CORP Consumer Cyclical 11,500.0 $518K 0.14% NEW $45.03 -13.8%
85 IXUS iShares Core MSCI Totl Intl STCK ETF 4,962.0 $474K 0.13% NEW $95.44 +1.9%
86 CAT CATERPILLAR INC Industrials 435.0 $463K 0.12% NEW $1064.90 -19.9%
87 AVGO BROADCOM INC Technology 1,142.0 $431K 0.12% NEW $377.75 +1.0%
88 OPP RIVERNORTH/DOUBLELINE ST Financial Services 55,109.0 $425K 0.12% NEW $7.72 -2.1%
89 IWN ISHARES RUSSELL 2000 VALUE ETF 1,898.0 $420K 0.11% NEW $221.20 +2.0%
90 TYG TORTOISE ENERGY INFRASTR Financial Services 9,770.0 $419K 0.11% NEW $42.87 +4.6%
91 DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 2,350.0 $408K 0.11% NEW $173.52 +3.7%
92 WULF Terawulf Inc Com Financial Services 16,280.0 $402K 0.11% NEW $24.70 -30.7%
93 SPOT SPOTIFY TECHNOLOGY S A F Communication Services 860.0 $395K 0.11% NEW $459.13 +10.5%
94 NFLX NETFLIX INC Communication Services 5,410.0 $386K 0.10% NEW $71.40 +8.4%
95 VT VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES 2,415.0 $379K 0.10% NEW $156.93 +2.5%
96 SCHM SCHWAB U.S. MID-CAP ETF 10,184.0 $375K 0.10% NEW $36.87 -1.2%
97 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1,686.0 $359K 0.10% NEW $212.77 +3.8%
98 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 6,331.0 $346K 0.09% NEW $54.63 +2.7%
99 WMB WILLIAMS COS INC Energy 4,645.0 $345K 0.09% NEW $74.34 +1.6%
100 SLRC SLR INVESTMENT CORP Financial Services 27,520.0 $340K 0.09% NEW $12.37 +2.8%
Page 5 of 7  ·  138 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 50.1%
Technology 16.4%
Communication Services 12.8%
Consumer Cyclical 7.5%
Healthcare 4.2%
Energy 2.3%
Industrials 1.9%
Consumer Defensive 1.7%
Utilities 1.4%
Basic Materials 1.2%