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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 20 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ACWI ISHARES TR 18,153.0 $2.8M 0.04% NEW $156.97 +2.0%
382 TECHNIPFMC PLC 42,854.0 $2.8M 0.04% NEW $66.30
383 MMM 3M CO Industrials 17,520.0 $2.8M 0.04% NEW $161.91 +11.8%
384 GCOW PACER FDS TR 65,351.0 $2.8M 0.04% NEW $43.30 +8.4%
385 D DOMINION ENERGY INC Utilities 41,434.0 $2.8M 0.04% NEW $68.29 +0.5%
386 NXT NEXTPOWER INC Technology 23,733.0 $2.8M 0.04% NEW $119.14 -23.5%
387 CHD CHURCH & DWIGHT CO INC Consumer Defensive 29,185.0 $2.8M 0.04% NEW $96.88 +2.3%
388 CNC CENTENE CORP DEL Healthcare 44,036.0 $2.8M 0.04% NEW $64.19 +1.6%
389 MDLZ MONDELEZ INTL INC Consumer Defensive 48,419.0 $2.8M 0.04% NEW $57.84 +8.3%
390 SNOW SNOWFLAKE INC Technology 10,943.0 $2.8M 0.04% NEW $254.50 +27.8%
391 EFX EQUIFAX INC Industrials 17,526.0 $2.8M 0.04% NEW $158.72 +14.6%
392 STANDARDAERO INC 92,682.0 $2.8M 0.04% NEW $29.91
393 LOW LOWES COS INC Consumer Cyclical 12,542.0 $2.8M 0.04% NEW $220.49 -2.2%
394 TD TORONTO DOMINION BK ONT Financial Services 22,765.0 $2.8M 0.04% NEW $121.43 +0.4%
395 SLYG SPDR SERIES TRUST 23,168.0 $2.8M 0.04% NEW $119.13 -1.9%
396 IWP ISHARES TR 18,825.0 $2.8M 0.04% NEW $146.41 -1.4%
397 UAL UNITED AIRLS HLDGS INC Industrials 20,094.0 $2.7M 0.04% NEW $135.99 -12.7%
398 ES EVERSOURCE ENERGY Utilities 37,365.0 $2.7M 0.03% NEW $72.27 -0.1%
399 VIKING HOLDINGS LTD 25,745.0 $2.7M 0.03% NEW $104.67
400 MET METLIFE INC Financial Services 31,747.0 $2.7M 0.03% NEW $84.61 +14.3%
Page 20 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%