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Portfolio (Quarterly) Guide ↗

Blossom Wealth Management

· CIK 0001839735
13F Portfolio $61M AUM 73 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 16 Added 36 Reduced 2 Exited
Page 3 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MYCG SSGA ACTIVE TR 18,690.0 $468K 0.77% NEW $25.04 -0.3%
42 QCOM QUALCOMM INC Technology 2,704.0 $463K 0.76% +70.0 +2.7% $171.05 +16.6%
43 AMT AMERICAN TOWER CORP NEW Real Estate 2,634.0 $462K 0.76% $175.57 -0.7%
44 AMGN AMGEN INC Healthcare 1,320.0 $432K 0.71% -77.0 -5.5% $327.31 -1.1%
45 RPM RPM INTL INC Basic Materials 4,093.0 $426K 0.70% -180.0 -4.2% $104.00 -6.1%
46 MCD MCDONALDS CORP Consumer Cyclical 1,370.0 $419K 0.69% $305.68 -8.1%
47 XYL XYLEM INC Industrials 2,960.0 $403K 0.67% -30.0 -1.0% $136.18 -20.1%
48 GLD SPDR GOLD TR Financial Services 969.0 $384K 0.63% $396.31 +5.4%
49 ZTS ZOETIS INC Healthcare 3,012.0 $379K 0.63% +61.0 +2.1% $125.82 -39.2%
50 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,470.0 $378K 0.62% +44.0 +3.1% $257.23 -13.9%
51 KO COCA COLA CO Consumer Defensive 5,347.0 $374K 0.62% $69.91 +15.6%
52 BDX BECTON DICKINSON & CO Healthcare 1,911.0 $371K 0.61% $194.07 -26.3%
53 TOST TOAST INC Technology 10,400.0 $369K 0.61% NEW $35.51 -35.9%
54 DFIP DIMENSIONAL ETF TRUST 8,626.0 $358K 0.59% +330.0 +4.0% $41.55 +0.9%
55 WM WASTE MGMT INC DEL Industrials 1,602.0 $352K 0.58% $219.71 +0.8%
56 SIVR ABRDN SILVER ETF TRUST Financial Services 5,174.0 $350K 0.58% -2K -30.6% $67.64 +8.3%
57 NEE NEXTERA ENERGY INC Utilities 3,970.0 $319K 0.53% -655.0 -14.2% $80.28 +8.4%
58 ACN ACCENTURE PLC IRELAND Technology 1,155.0 $310K 0.51% +53.0 +4.8% $268.30 -34.9%
59 VNQ VANGUARD INDEX FDS 3,422.0 $303K 0.50% -72.0 -2.1% $88.49 +7.0%
60 QQQ INVESCO QQQ TR Financial Services 485.0 $298K 0.49% +85.0 +21.2% $614.31 +14.5%
Page 3 of 4  ·  73 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 48.1%
Financial Services 11.5%
Consumer Cyclical 8.7%
Healthcare 5.5%
Communication Services 5.3%
Utilities 4.8%
Industrials 4.5%
Consumer Defensive 4.5%
Basic Materials 4.4%
Energy 1.6%