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Portfolio (Quarterly) Guide ↗

Tempus Wealth Planning, LLC

· CIK 0001806428
13F Portfolio $436M AUM 275 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 118 Added 100 Reduced 21 Exited
Page 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDLZ MONDELEZ INTL INC Consumer Defensive 5,460.0 $294K 0.07% -97.0 -1.8% $53.83 +14.2%
82 CIBR FIRST TR EXCHANGE TRADED FD 4,041.0 $289K 0.07% -71.0 -1.7% $71.45 +15.0%
83 QGRW WISDOMTREE TR 4,909.0 $288K 0.07% -102.0 -2.0% $58.67 +11.2%
84 EBAY EBAY INC. Consumer Cyclical 3,238.0 $282K 0.07% -132.0 -3.9% $87.10 +34.5%
85 SHLD GLOBAL X FDS 4,268.0 $277K 0.06% -4K -49.2% $64.79 -0.6%
86 XBI SPDR SERIES TRUST 2,237.0 $273K 0.06% -86.0 -3.7% $121.95 +8.9%
87 FDN FIRST TR EXCHANGE-TRADED FD 1,004.0 $270K 0.06% -6.0 -0.6% $269.18 +0.9%
88 AOK ISHARES TR 6,641.0 $266K 0.06% -68.0 -1.0% $40.13 +2.4%
89 WFC WELLS FARGO CO NEW Financial Services 2,833.0 $264K 0.06% -478.0 -14.4% $93.20 -18.7%
90 NANR SPDR INDEX SHS FDS 3,864.0 $262K 0.06% -2K -29.5% $67.83 +21.3%
91 GS GOLDMAN SACHS GROUP INC Financial Services 293.0 $257K 0.06% -5.0 -1.7% $878.03 +12.5%
92 MDT MEDTRONIC PLC Healthcare 2,631.0 $253K 0.06% -109.0 -4.0% $96.07 -18.7%
93 CRM SALESFORCE INC Technology 922.0 $244K 0.06% -103.0 -10.1% $264.94 -33.5%
94 GSK GSK PLC Healthcare 4,568.0 $224K 0.05% -360.0 -7.3% $49.04 +5.1%
95 FNV FRANCO NEV CORP Basic Materials 1,065.0 $221K 0.05% -300.0 -22.0% $207.28 +9.0%
96 CVS CVS HEALTH CORP Healthcare 2,685.0 $213K 0.05% -80.0 -2.9% $79.36 +17.6%
97 MUB ISHARES TR 1,985.0 $213K 0.05% -146.0 -6.8% $107.11 -1.0%
98 PTLC PACER FDS TR 3,790.0 $211K 0.05% -1K -24.4% $55.58 +3.9%
99 JEPI J P MORGAN EXCHANGE TRADED F 3,639.0 $208K 0.05% -16K -81.3% $57.24 -2.0%
100 PHK PIMCO HIGH INCOME FD Financial Services 22,730.0 $110K 0.03% -696.0 -3.0% $4.86 -7.0%
Page 5 of 5  ·  100 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 23.4%
Industrials 20.3%
Financial Services 17.0%
Consumer Cyclical 10.4%
Healthcare 9.2%
Utilities 7.2%
Communication Services 6.5%
Consumer Defensive 4.4%
Energy 1.1%
Basic Materials 0.2%