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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 30 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SKM SK TELECOM CO LTD Communication Services 41,958.0 $1.3M 0.02% NEW $32.16 +19.4%
582 PCAR PACCAR INC Industrials 11,202.0 $1.3M 0.02% NEW $120.11 +6.6%
583 INTF ISHARES TR 32,620.0 $1.3M 0.02% NEW $40.96 +4.2%
584 DOW DOW HLDGS INC Basic Materials 47,939.0 $1.3M 0.02% NEW $27.36 +14.0%
585 JOET VIRTUS ETF TR II 28,302.0 $1.3M 0.02% NEW $46.29 +1.0%
586 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 24,716.0 $1.3M 0.02% NEW $52.85 -13.3%
587 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 24,770.0 $1.3M 0.02% NEW $52.65 +24.1%
588 ACWX ISHARES TR 17,016.0 $1.3M 0.02% NEW $76.11 +0.9%
589 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 19,793.0 $1.3M 0.02% NEW $64.01 +13.5%
590 XLRE SELECT SECTOR SPDR TR 28,487.0 $1.3M 0.02% NEW $44.03 +1.4%
591 HST HOST HOTELS & RESORTS INC Real Estate 52,841.0 $1.3M 0.02% NEW $23.71 -3.3%
592 OMF ONEMAIN HLDGS INC Financial Services 20,502.0 $1.3M 0.02% NEW $60.97 +6.2%
593 MHK MOHAWK INDS INC Consumer Cyclical 10,245.0 $1.2M 0.02% NEW $121.33 +9.5%
594 FNB F N B CORP Financial Services 65,011.0 $1.2M 0.02% NEW $19.08 +0.7%
595 SCHO SCHWAB STRATEGIC TR 50,764.0 $1.2M 0.02% NEW $24.14 -0.1%
596 XYL XYLEM INC Industrials 10,343.0 $1.2M 0.02% NEW $118.20 -3.6%
597 TEAM ATLASSIAN CORPORATION Technology 15,687.0 $1.2M 0.02% NEW $77.79 +109.5%
598 NCNO NCINO INC Technology 74,621.0 $1.2M 0.02% NEW $16.35 +23.5%
599 DT DYNATRACE INC Technology 27,518.0 $1.2M 0.01% NEW $43.91 +12.2%
600 EMBJ EMBRAER S.A. Industrials 18,915.0 $1.2M 0.01% NEW $63.80 +20.8%
Page 30 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%