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Portfolio (Quarterly) Guide ↗

Strategic Financial Concepts, LLC

· CIK 0001870686
13F Portfolio $405M AUM 298 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 184 New 92 Added 18 Reduced 12 Exited
Page 9 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BOXX EA SERIES TRUST 1,846.0 $215K 0.05% NEW $116.29 +0.5%
162 FV FIRST TR EXCHANGE TRADED FD 3,525.0 $213K 0.05% NEW $60.43 +19.8%
163 IXN ISHARES TR 2,130.0 $213K 0.05% NEW $99.97 +41.4%
164 PFLT PENNANTPARK FLOATING RATE CA Financial Services 26,239.0 $211K 0.05% NEW $8.04 +2.4%
165 LUMN LUMEN TECHNOLOGIES INC Communication Services 30,300.0 $211K 0.05% NEW $6.95 +54.0%
166 MMM 3M CO Industrials 1,438.0 $209K 0.05% NEW $145.27 +5.2%
167 PM PHILIP MORRIS INTL INC Consumer Defensive 1,256.0 $208K 0.05% NEW $165.28 +8.0%
168 SPMO INVESCO EXCH TRADED FD TR II 1,740.0 $206K 0.05% NEW $118.55 +26.6%
169 BOTZ GLOBAL X FDS 6,205.0 $206K 0.05% NEW $33.22 +21.3%
170 SVM SILVERCORP METALS INC Basic Materials 47,200.0 $200K 0.05% NEW $4.25 +192.4%
171 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 14,999.0 $186K 0.05% NEW $12.40 +7.4%
172 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 16,405.0 $184K 0.04% NEW $11.23 +2.3%
173 PFFR ETFIS SER TR I 10,637.0 $184K 0.04% NEW $17.26 +1.9%
174 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 13,300.0 $183K 0.04% NEW $13.79 +8.6%
175 UUUU ENERGY FUELS INC Energy 29,633.0 $183K 0.04% NEW $6.19 +198.1%
176 CHW CALAMOS GBL DYN INCOME FUND Financial Services 24,783.0 $180K 0.04% NEW $7.26 +24.7%
177 HTGC HERCULES CAPITAL INC Financial Services 12,150.0 $179K 0.04% NEW $14.77 +4.4%
178 UEC URANIUM ENERGY CORP Energy 25,150.0 $175K 0.04% NEW $6.95 +95.1%
179 NZF NUVEEN MUN CR INCOME FD Financial Services 14,000.0 $171K 0.04% NEW $12.18 +2.9%
180 SOUN SOUNDHOUND AI INC Technology 13,720.0 $145K 0.04% NEW $10.58 -19.1%
Page 9 of 10  ·  184 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 25.9%
Technology 24.4%
Consumer Cyclical 15.7%
Energy 10.7%
Communication Services 6.6%
Real Estate 5.4%
Consumer Defensive 5.2%
Healthcare 2.1%
Industrials 2.1%
Basic Materials 1.2%