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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 4 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMGN AMGEN INC Healthcare 6,242.0 $1.8M 0.40% NEW $282.19 +19.6%
62 BA BOEING CO Industrials 8,143.0 $1.8M 0.40% NEW $215.83 +1.8%
63 FDLO FIDELITY COVINGTON TRUST 26,494.0 $1.7M 0.40% NEW $65.87 +6.0%
64 CSCO CISCO SYS INC Technology 25,326.0 $1.7M 0.40% NEW $68.42 +72.8%
65 COST COSTCO WHSL CORP NEW Consumer Defensive 1,870.0 $1.7M 0.40% NEW $925.58 +13.5%
66 SPDW SPDR INDEX SHS FDS 40,336.0 $1.7M 0.40% NEW $42.79 +17.6%
67 ROK ROCKWELL AUTOMATION INC Industrials 4,912.0 $1.7M 0.39% NEW $349.53 +24.8%
68 BAC BANK AMERICA CORP Financial Services 31,736.0 $1.6M 0.38% NEW $51.59 -0.2%
69 SPEM SPDR INDEX SHS FDS 34,945.0 $1.6M 0.38% NEW $46.81 +9.1%
70 PLTR PALANTIR TECHNOLOGIES INC Technology 8,913.0 $1.6M 0.37% NEW $182.42 -24.8%
71 JNJ JOHNSON & JOHNSON Healthcare 8,600.0 $1.6M 0.37% NEW $185.43 +25.0%
72 SPHQ INVESCO EXCHANGE TRADED FD T 21,758.0 $1.6M 0.37% NEW $73.29 +14.2%
73 WM WASTE MGMT INC DEL Industrials 7,179.0 $1.6M 0.36% NEW $220.83 -0.6%
74 VYMI VANGUARD WHITEHALL FDS 18,464.0 $1.6M 0.36% NEW $84.68 +18.3%
75 EFO PROSHARES TR 26,187.0 $1.6M 0.36% NEW $59.64 +21.4%
76 ESGU ISHARES TR 10,565.0 $1.5M 0.35% NEW $145.60 +11.2%
77 WYNN WYNN RESORTS LTD Consumer Cyclical 11,962.0 $1.5M 0.35% NEW $128.27 -23.6%
78 VYM VANGUARD WHITEHALL FDS 10,609.0 $1.5M 0.34% NEW $140.94 +11.6%
79 SPTL SPDR SERIES TRUST 55,457.0 $1.5M 0.34% NEW $26.95 -5.0%
80 SCHH SCHWAB STRATEGIC TR 69,099.0 $1.5M 0.34% NEW $21.57 +9.6%
Page 4 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%