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Portfolio (Quarterly) Guide ↗

Trajan Wealth LLC

· CIK 0001934415
13F Portfolio $2.5B AUM 150 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 88 Added 47 Reduced 11 Exited
Page 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CWB SPDR SERIES TRUST BBG CONV SEC 6,177.0 $565K 0.02% +701.0 +12.8% $91.52 +14.2%
82 MC MOELIS & CO Financial Services 6,197.0 $353K 0.01% +1K +27.6% $57.00 +13.6%
83 BAH BOOZ ALLEN HAMILTON HLDG Industrials 4,370.0 $341K 0.01% +1K +30.3% $78.03 -6.9%
84 HLI HOULIHAN LOKEY INC Financial Services 2,274.0 $327K 0.01% +536.0 +30.8% $143.62 +5.1%
85 O REALTY INCOME CORP Real Estate 5,034.0 $308K 0.01% +737.0 +17.1% $61.18 +1.3%
86 ALLY ALLY FINL INC Financial Services 5,983.0 $235K 0.01% +515.0 +9.4% $39.23 +7.0%
87 DXC DXC TECHNOLOGY CO Technology 13,838.0 $174K 0.01% +2K +21.0% $12.57 -34.6%
88 VYX NCR VOYIX CORPORATION Technology 24,822.0 $157K 0.01% +12K +89.5% $6.33 +9.5%
Page 5 of 5  ·  88 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 30.4%
Communication Services 20.8%
Financial Services 14.1%
Consumer Cyclical 9.3%
Consumer Defensive 8.8%
Healthcare 6.7%
Energy 5.2%
Industrials 3.1%
Utilities 0.8%
Basic Materials 0.5%