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Portfolio (Quarterly) Guide ↗

Range Financial Group LLC

· CIK 0001928635
13F Portfolio $323.8B AUM 195 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 95 Added 58 Reduced 26 Exited
Page 10 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ADBE ADOBE INC Technology 935.0 $227K 0.08% +247.0 +35.9% $243.08 -1.2%
182 ITOT ISHARES TR 1,564.0 $223K 0.07% -261.0 -14.3% $142.43 +15.0%
183 NUS NU SKIN ENTERPRISES INC Consumer Defensive 30,441.0 $222K 0.07% +2K +7.0% $7.28 -17.0%
184 WMT WALMART INC Consumer Defensive 1,774.0 $220K 0.07% -511.0 -22.4% $124.28 -4.3%
185 MSI MOTOROLA SOLUTIONS INC Technology 503.0 $218K 0.07% NEW $433.97 -5.7%
186 GLDM WORLD GOLD TR Financial Services 2,327.0 $216K 0.07% -3K -56.5% $92.69 -5.6%
187 AMCX AMC NETWORKS INC Communication Services 31,473.0 $214K 0.07% +4K +14.5% $6.79 +45.9%
188 OGN ORGANON & CO Healthcare 30,746.0 $184K 0.06% +5K +18.4% $5.99 +123.3%
189 RWT REDWOOD TRUST INC Real Estate 15,241.0 $86K 0.03% NEW $5.61 -4.4%
190 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 10,000.0 $14K 0.01% -40K -80.0% $1.40 +52.5%
Page 10 of 10  ·  190 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 27.6%
Consumer Cyclical 16.5%
Healthcare 13.9%
Consumer Defensive 10.3%
Financial Services 7.9%
Communication Services 6.6%
Energy 5.9%
Industrials 5.7%
Basic Materials 4.8%
Real Estate 0.7%