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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 10 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VGT VANGUARD WORLD FD 604.0 $455K 0.10% $753.53 -84.8%
182 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,081.0 $451K 0.10% -10K -52.3% $49.65 -11.4%
183 KO COCA COLA CO Consumer Defensive 6,426.0 $449K 0.10% +239.0 +3.9% $69.91 +16.1%
184 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 50,000.0 $445K 0.10% -40K -44.4% $8.90 -4.5%
185 IYLD ISHARES TR 20,000.0 $428K 0.10% NEW $21.42 +3.3%
186 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 5,102.0 $423K 0.10% -605.0 -10.6% $83.00 -37.0%
187 DOX AMDOCS LTD Technology 5,242.0 $422K 0.10% -285.0 -5.2% $80.51 -22.5%
188 NOBL PROSHARES TR 4,031.0 $420K 0.10% -154.0 -3.7% $104.07 +3.1%
189 AOM ISHARES TR 8,640.0 $412K 0.09% +564.0 +7.0% $47.73 +3.3%
190 SMH VANECK ETF TRUST 1,142.0 $411K 0.09% -58.0 -4.8% $360.16 +57.6%
191 T AT&T INC Communication Services 16,399.0 $407K 0.09% +2K +13.1% $24.84 +0.4%
192 DHS WISDOMTREE TR 3,992.0 $406K 0.09% $101.82 +10.7%
193 AVGO BROADCOM INC Technology 1,157.0 $400K 0.09% -100.0 -8.0% $346.13 +19.8%
194 CGNG CAPITAL GROUP NEW GEOGRAPHY 12,019.0 $384K 0.09% +898.0 +8.1% $31.93 +12.0%
195 USXF ISHARES TR 6,664.0 $384K 0.09% -153.0 -2.2% $57.58 +14.8%
196 O REALTY INCOME CORP Real Estate 6,709.0 $378K 0.09% -588.0 -8.1% $56.37 +10.4%
197 MCD MCDONALDS CORP Consumer Cyclical 1,226.0 $375K 0.09% -72.0 -5.5% $305.64 -7.0%
198 RXST RXSIGHT INC Healthcare 35,664.0 $372K 0.09% -5K -12.8% $10.42 -40.9%
199 DKNG DRAFTKINGS INC NEW Consumer Cyclical 10,733.0 $370K 0.09% $34.46 -26.3%
200 NFLX NETFLIX INC Communication Services 3,937.0 $369K 0.09% +4K +1554.2% $93.76 -4.8%
Page 10 of 14  ·  275 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%