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Portfolio (Quarterly) Guide ↗

Newport Capital Group, LLC

· CIK 0001869032
13F Portfolio $159M AUM Filed Nov 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 69 New
Page 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RXI ISHARES TR 1,120.0 $232K 0.15% NEW $207.04 -4.1%
62 BERKSHIRE HATHAWAY INC DEL 452.0 $227K 0.14% NEW $502.74
63 COST COSTCO WHSL CORP NEW Consumer Defensive 233.0 $216K 0.14% NEW $926.61 +11.0%
64 VONV VANGUARD SCOTTSDALE FDS 2,411.0 $215K 0.14% NEW $89.35 +16.0%
65 COF CAPITAL ONE FINL CORP Financial Services 1,009.0 $215K 0.14% NEW $212.65 -11.7%
66 KO COCA COLA CO Consumer Defensive 3,228.0 $214K 0.14% NEW $66.32 +22.9%
67 VCIT VANGUARD SCOTTSDALE FDS 2,491.0 $210K 0.13% NEW $84.11 -2.2%
68 RSKD RISKIFIED LTD Technology 38,456.0 $180K 0.11% NEW $4.68 +1.7%
69 WIT WIPRO LTD Technology 30,165.0 $79K 0.05% NEW $2.63 -23.6%
Page 4 of 4  ·  69 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
Financial Services 69.9%
Technology 18.9%
Communication Services 5.2%
Consumer Cyclical 2.3%
Healthcare 1.7%
Consumer Defensive 1.2%
Energy 0.8%