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Portfolio (Quarterly) Guide ↗

Bleakley Financial Group, LLC

· CIK 0001936953
13F Portfolio $7.9B AUM 944 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 944 New
Page 12 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NTR NUTRIEN LTD Basic Materials 88,411.0 $5.6M 0.07% NEW $62.95 +10.2%
222 ABT ABBOTT LABORATORIES Healthcare 60,658.0 $5.5M 0.07% NEW $90.74 +24.1%
223 FIDELITY GREENWOOD STREET TR 190,220.0 $5.5M 0.07% NEW $28.89
224 UBER UBER TECHNOLOGIES INC Technology 75,978.0 $5.5M 0.07% NEW $72.16 +5.7%
225 LMT LOCKHEED MARTIN CORP Industrials 10,741.0 $5.5M 0.07% NEW $509.44 +20.1%
226 SHEL SHELL PLC Energy 70,481.0 $5.5M 0.07% NEW $77.54 +18.6%
227 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 66,546.0 $5.4M 0.07% NEW $81.16 -6.1%
228 IVOL KRANESHARES TRUST 309,160.0 $5.3M 0.07% NEW $17.29 +2.0%
229 ISHARES TR 107,814.0 $5.3M 0.07% NEW $49.55
230 INDA ISHARES TR 107,303.0 $5.3M 0.07% NEW $49.39 +0.1%
231 BA BOEING CO Industrials 24,411.0 $5.3M 0.07% NEW $216.47 +3.7%
232 MUB ISHARES TR 49,049.0 $5.3M 0.07% NEW $107.62 -2.0%
233 MKC MCCORMICK & CO INC Consumer Defensive 104,563.0 $5.3M 0.07% NEW $50.42 +11.0%
234 ADI ANALOG DEVICES INC Technology 13,232.0 $5.3M 0.07% NEW $397.18 -6.2%
235 CI THE CIGNA GROUP Healthcare 19,009.0 $5.2M 0.07% NEW $275.67 +1.8%
236 SPGI S&P GLOBAL INC Financial Services 12,844.0 $5.2M 0.07% NEW $407.24 +3.2%
237 IOO ISHARES TR 38,193.0 $5.2M 0.07% NEW $136.60 +5.3%
238 T AT&T INC Communication Services 251,676.0 $5.2M 0.07% NEW $20.70 +21.4%
239 CDNS CADENCE DESIGN SYSTEM INC Technology 13,844.0 $5.2M 0.07% NEW $375.33 -15.3%
240 EWZ ISHARES INC 150,344.0 $5.2M 0.07% NEW $34.50 -1.8%
Page 12 of 48  ·  944 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 30.0%
Financial Services 24.9%
Healthcare 9.2%
Consumer Cyclical 8.2%
Communication Services 7.3%
Industrials 6.0%
Consumer Defensive 4.5%
Energy 4.3%
Utilities 2.3%
Basic Materials 1.9%