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Portfolio (Quarterly) Guide ↗

Center For Asset Management LLC

· CIK 0001844878
13F Portfolio $201M AUM 144 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 79 Added 35 Reduced 12 Exited
Page 3 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FOXA FOX CORP Communication Services 24,664.0 $1.4M 0.71% +862.0 +3.6% $58.40 +12.1%
42 MO ALTRIA GROUP INC Consumer Defensive 21,195.0 $1.4M 0.69% $65.99 +9.3%
43 VOT VANGUARD INDEX FDS 5,303.0 $1.4M 0.68% -323.0 -5.7% $257.29 +13.9%
44 FTGC FIRST TR EXCHANGE TRAD FD VI 47,003.0 $1.3M 0.67% +4K +10.4% $28.71 +0.6%
45 JPM JPMORGAN CHASE & CO Financial Services 4,497.0 $1.3M 0.66% +75.0 +1.7% $294.17 +1.7%
46 VZ VERIZON COMMUNICATIONS INC Communication Services 26,214.0 $1.3M 0.65% -724.0 -2.7% $50.20 -3.9%
47 IEF ISHARES TR 13,079.0 $1.2M 0.62% +3K +31.9% $95.43 -1.2%
48 AMZN AMAZON COM INC Consumer Cyclical 5,991.0 $1.2M 0.62% +442.0 +8.0% $208.27 +30.5%
49 SPMB SPDR SERIES TRUST 50,874.0 $1.1M 0.57% +5K +10.4% $22.39 -0.7%
50 TSLA TESLA INC Consumer Cyclical 2,891.0 $1.1M 0.53% +56.0 +2.0% $371.74 +18.5%
51 IAU ISHARES GOLD TR Financial Services 12,175.0 $1.1M 0.53% -5K -29.8% $88.16 -5.0%
52 FLSP FRANKLIN TEMPLETON ETF TR 38,209.0 $1.0M 0.52% NEW $27.20 +0.4%
53 VBK VANGUARD INDEX FDS 3,419.0 $1.0M 0.51% $302.29 +16.6%
54 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,533.0 $999K 0.50% +70.0 +4.8% $651.43 +15.2%
55 KLAC KLA CORP Technology 673.0 $992K 0.49% -16.0 -2.3% $1473.67 +32.8%
56 CAT CATERPILLAR INC Industrials 1,344.0 $952K 0.47% $708.43 +28.4%
57 GLW CORNING INC Technology 6,967.0 $947K 0.47% $135.97 +40.4%
58 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3,357.0 $924K 0.46% +477.0 +16.6% $275.21 -0.0%
59 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,639.0 $892K 0.44% +62.0 +2.4% $337.89 +25.1%
60 RTX RTX CORPORATION Industrials 4,539.0 $876K 0.43% NEW $192.90 -8.5%
Page 3 of 8  ·  144 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 32.5%
Communication Services 16.9%
Financial Services 11.7%
Healthcare 7.4%
Industrials 6.7%
Consumer Defensive 6.3%
Consumer Cyclical 6.3%
Utilities 6.3%
Basic Materials 3.0%
Energy 1.5%