BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBM INTERNATIONAL BUSINESS MACHS Technology 22,994.0 $5.6M 0.23% +4K +22.9% $242.39 -9.9%
82 BILZ PIMCO ETF TR 54,331.0 $5.5M 0.22% -6K -10.5% $100.97 -0.1%
83 MET METLIFE INC Financial Services 76,481.0 $5.4M 0.22% +9K +13.8% $70.72 +12.0%
84 LOW LOWES COS INC Consumer Cyclical 22,881.0 $5.4M 0.22% +2K +7.2% $236.28 -5.4%
85 YUM YUM BRANDS INC Consumer Cyclical 34,671.0 $5.4M 0.22% +2K +7.6% $155.48 -3.1%
86 MDT MEDTRONIC Healthcare 62,196.0 $5.4M 0.22% +6K +10.7% $86.65 -11.2%
87 PSA PUBLIC STORAGE OPER CO Real Estate 19,446.0 $5.3M 0.21% +2K +9.7% $270.89 +11.9%
88 KVUE KENVUE INC Consumer Defensive 292,288.0 $5.0M 0.20% +37K +14.4% $17.24 -0.3%
89 MCD MCDONALDS CORP Consumer Cyclical 15,149.0 $4.7M 0.19% -287.0 -1.9% $310.80 -11.5%
90 SPYM SPDR SERIES TRUST 59,558.0 $4.6M 0.18% NEW $76.54 +13.7%
91 JEPI J P MORGAN EXCHANGE TRADED 76,457.0 $4.3M 0.17% +3K +4.7% $56.68 -1.4%
92 JEPQ J P MORGAN EXCHANGE TRADED 75,094.0 $4.2M 0.17% +3K +4.6% $55.52 +7.7%
93 JAAA JANUS DETROIT STR TR 77,287.0 $3.9M 0.16% +5K +7.4% $50.37 +0.5%
94 AVSF AMERICAN CENTY ETF TR 82,348.0 $3.9M 0.16% -5K -5.9% $46.80 -0.7%
95 MOAT VANECK 33,801.0 $3.3M 0.13% +368.0 +1.1% $96.70 +2.7%
96 SPYD SPDR SERIES TRUST 64,205.0 $2.9M 0.12% $45.52 +1.5%
97 IGLB ISHARES TR 56,083.0 $2.8M 0.11% +7K +13.8% $49.63 -1.1%
98 IEI ISHARES TR 23,156.0 $2.7M 0.11% +250.0 +1.1% $118.60 -1.4%
99 ADP AUTOMATIC DATA PROCESSING Industrials 12,859.0 $2.6M 0.11% -286.0 -2.2% $203.18 +5.6%
100 MBB ISHARES TR 26,932.0 $2.6M 0.10% NEW $94.95 -1.5%
Page 5 of 8  ·  150 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%