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Portfolio (Quarterly) Guide ↗

360 Financial, Inc.

· CIK 0001802324
13F Portfolio $331M AUM 77 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 27 Added 20 Reduced 17 Exited
Page 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LLY ELI LILLY & CO Healthcare 285.0 $306K 0.09% +6.0 +2.1% $1074.53 -0.9%
62 TQQQ PROSHARES TR 5,562.0 $293K 0.09% +3K +100.0% $52.72 +47.6%
63 UNH UNITEDHEALTH GROUP INC Healthcare 881.0 $291K 0.09% $330.11 +17.7%
64 SLV ISHARES SILVER TR Financial Services 4,415.0 $284K 0.09% NEW $64.42 +6.1%
65 TECL DIREXION SHS ETF TR 2,134.0 $251K 0.08% $117.49 +76.9%
66 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,229.0 $250K 0.07% $203.19 +70.6%
67 XOM EXXON MOBIL CORP Energy 2,073.0 $249K 0.07% +16.0 +0.8% $120.34 +28.7%
68 GTLS CHART INDS INC Industrials 1,200.0 $247K 0.07% $206.23 +0.8%
69 GLD SPDR GOLD TR Financial Services 581.0 $230K 0.07% NEW $396.31 +4.4%
70 PLD PROLOGIS INC. Real Estate 1,765.0 $225K 0.07% +12.0 +0.7% $127.67 +14.3%
71 FV FIRST TR EXCHANGE TRADED FD 3,489.0 $220K 0.07% -2K -34.2% $62.92 +13.5%
72 HBAN HUNTINGTON BANCSHARES INC Financial Services 12,289.0 $213K 0.06% -4K -23.0% $17.35 -8.2%
73 JHMM JOHN HANCOCK EXCHANGE TRADED 3,224.0 $211K 0.06% -2K -38.1% $65.48 +10.9%
74 XSMO INVESCO EXCHANGE TRADED FD T 2,046.0 $210K 0.06% $102.44 -16.0%
75 DE DEERE & CO Industrials 445.0 $207K 0.06% $465.73 +13.6%
76 MMM 3M CO Industrials 1,285.0 $206K 0.06% NEW $160.10 -4.8%
77 OPK OPKO HEALTH INC Healthcare 87,300.0 $110K 0.03% -4K -4.4% $1.26 +0.8%
Page 4 of 4  ·  77 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 40.1%
Technology 26.7%
Industrials 11.3%
Consumer Defensive 7.8%
Healthcare 5.8%
Communication Services 4.8%
Consumer Cyclical 1.8%
Energy 1.3%
Real Estate 0.4%