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Portfolio (Quarterly) Guide ↗

Tempus Wealth Planning, LLC

· CIK 0001806428
13F Portfolio $436M AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 276 New
Page 11 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 USXF ISHARES TR 6,817.0 $391K 0.09% NEW $57.31 +15.8%
202 AOM ISHARES TR 8,076.0 $384K 0.09% NEW $47.58 +3.8%
203 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 5,707.0 $383K 0.09% NEW $67.07 -21.4%
204 IGV ISHARES TR 3,202.0 $368K 0.09% NEW $115.01 -18.3%
205 RXST RXSIGHT INC Healthcare 40,887.0 $368K 0.08% NEW $8.99 -32.3%
206 VUG VANGUARD INDEX FDS 753.0 $361K 0.08% NEW $479.70 -81.8%
207 QCOM QUALCOMM INC Technology 2,160.0 $359K 0.08% NEW $166.38 +43.1%
208 UNH UNITEDHEALTH GROUP INC Healthcare 1,040.0 $359K 0.08% NEW $345.40 +12.5%
209 NANR SPDR INDEX SHS FDS 5,481.0 $354K 0.08% NEW $64.60 +27.4%
210 VB VANGUARD INDEX FDS 1,367.0 $347K 0.08% NEW $254.20 +13.7%
211 MDLZ MONDELEZ INTL INC Consumer Defensive 5,557.0 $347K 0.08% NEW $62.48 -1.1%
212 CGNG CAPITAL GROUP NEW GEOGRAPHY 11,121.0 $344K 0.08% NEW $30.90 +15.1%
213 SHY ISHARES TR 4,123.0 $342K 0.08% NEW $82.96 -1.0%
214 AGG ISHARES TR 3,275.0 $328K 0.07% NEW $100.25 -1.8%
215 GOVT ISHARES TR 13,974.0 $323K 0.07% NEW $23.12 -2.0%
216 CIBR FIRST TR EXCHANGE TRADED FD 4,112.0 $313K 0.07% NEW $76.01 +10.9%
217 EBAY EBAY INC. Consumer Cyclical 3,370.0 $307K 0.07% NEW $90.95 +27.3%
218 MET METLIFE INC Financial Services 3,720.0 $306K 0.07% NEW $82.37 +2.1%
219 FNV FRANCO NEV CORP Basic Materials 1,365.0 $304K 0.07% NEW $222.91 +1.5%
220 S SENTINELONE INC Technology 17,258.0 $304K 0.07% NEW $17.61 +6.2%
Page 11 of 14  ·  276 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 23.9%
Industrials 19.8%
Financial Services 18.3%
Consumer Cyclical 10.2%
Healthcare 8.7%
Utilities 6.9%
Communication Services 5.8%
Consumer Defensive 4.5%
Energy 1.3%
Basic Materials 0.4%