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Portfolio (Quarterly) Guide ↗

BG Investment Services, LLC

· CIK 0001873989
13F Portfolio $120M AUM 48 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 20 Added 15 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FBND FIDELITY MERRIMACK STR TR 468,984.0 $21.4M 17.76% +58K +14.1% $45.62 -0.6%
2 FBCG FIDELITY COVINGTON TRUST 325,360.0 $16.3M 13.54% +44K +15.8% $50.12 +22.1%
3 FENI FIDELITY COVINGTON TRUST 170,727.0 $6.4M 5.27% +34K +25.1% $37.20 +7.6%
4 FDVV FIDELITY COVINGTON TRUST 112,559.0 $6.2M 5.16% +13K +13.4% $55.24 +8.9%
5 FDHY FIDELITY COVINGTON TRUST 96,455.0 $4.7M 3.89% +18K +23.7% $48.54 +1.1%
6 JEPI J P MORGAN EXCHANGE TRADED F 80,630.0 $4.6M 3.79% +40K +96.9% $56.68 -1.1%
7 IGSB ISHARES TR 56,772.0 $3.0M 2.48% +3K +5.1% $52.56 -0.5%
8 SCHG SCHWAB STRATEGIC TR 85,778.0 $2.5M 2.07% +13K +18.0% $29.13 +17.7%
9 FMDE FIDELITY COVINGTON TRUST 64,135.0 $2.3M 1.91% +11K +20.7% $35.96 +7.8%
10 VYMI VANGUARD WHITEHALL FDS 23,844.0 $2.2M 1.86% +5K +24.6% $94.24 +6.3%
11 VYM VANGUARD WHITEHALL FDS 7,472.0 $1.1M 0.92% +966.0 +14.8% $148.10 +6.2%
12 MSFT MICROSOFT CORP Technology 2,771.0 $1.0M 0.85% +1K +78.1% $370.21 +13.2%
13 FSMD FIDELITY COVINGTON TRUST 21,548.0 $964K 0.80% +4K +23.7% $44.72 +10.5%
14 FDEM FIDELITY COVINGTON TRUST 24,525.0 $774K 0.64% +8K +44.1% $31.58 +13.7%
15 QQQI NEOS ETF TRUST 14,992.0 $745K 0.62% +3K +27.6% $49.69 +13.0%
16 FTBD FIDELITY MERRIMACK STR TR 11,135.0 $547K 0.45% +1K +11.1% $49.15 -0.3%
17 BAC BANK AMERICA CORP Financial Services 11,019.0 $537K 0.45% +7K +181.8% $48.75 +5.6%
18 FLTB FIDELITY MERRIMACK STR TR 9,747.0 $490K 0.41% +2K +20.8% $50.27 -0.1%
19 META META PLATFORMS INC Communication Services 598.0 $342K 0.28% +12.0 +2.0% $571.99 +6.2%
20 NFLX NETFLIX INC. Communication Services 3,380.0 $325K 0.27% +157.0 +4.9% $96.15 -7.1%

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 47.4%
Consumer Cyclical 17.0%
Communication Services 14.4%
Financial Services 12.7%
Healthcare 5.4%
Energy 3.1%