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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 8 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CTA SIMPLIFY 7,079.0 $214K 0.01% NEW $30.22 +6.0%
142 BWA BORGWARNER INC Consumer Cyclical 3,920.0 $213K 0.01% -808.0 -17.1% $54.26 +16.5%
143 BC BRUNSWICK CORP Consumer Cyclical 2,904.0 $211K 0.01% -236.0 -7.5% $72.76 +6.6%
144 HII HUNTINGTON INGALLS INDS INC Industrials 554.0 $210K 0.01% -181.0 -24.6% $379.90 -11.3%
145 DAR DARLING INGREDIENTS INC Consumer Defensive 3,277.0 $203K 0.01% NEW $61.85 +1.5%
146 MTZ MASTEC INC Industrials 627.0 $202K 0.01% -322.0 -33.9% $321.74 +35.1%
147 CRDT SIMPLIFY 8,934.0 $201K 0.01% -234.0 -2.5% $22.53 +1.7%
148 DXC DXC TECHNOLOGY CO Technology 13,838.0 $174K 0.01% +2K +21.0% $12.57 -34.6%
149 VYX NCR VOYIX CORPORATION Technology 24,822.0 $157K 0.01% +12K +89.5% $6.33 +9.5%
150 FTCA PUTNAM ETF TRUST 11,936.0 $87K 0.00% NEW $7.28 +0.1%
Page 8 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%