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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 31 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 IMCB ISHARES TR 12,379.0 $1.2M 0.01% NEW $96.56 +3.3%
602 FAST FASTENAL CO Industrials 24,748.0 $1.2M 0.01% NEW $48.03 +6.7%
603 EVRG EVERGY INC Utilities 13,696.0 $1.2M 0.01% NEW $86.43 -3.5%
604 LBRDK LIBERTY BROADBAND CORP Communication Services 35,580.0 $1.2M 0.01% NEW $33.26 +5.3%
605 OII OCEANEERING INTL INC Energy 29,189.0 $1.2M 0.01% NEW $40.52 +31.0%
606 ET ENERGY TRANSFER L P Energy 61,455.0 $1.2M 0.01% NEW $19.12 +12.0%
607 IONS IONIS PHARMACEUTICALS INC Healthcare 14,793.0 $1.2M 0.01% NEW $79.29 -24.8%
608 FISV FISERV INC Technology 23,723.0 $1.2M 0.01% NEW $49.05 +5.4%
609 WLK WESTLAKE CORPORATION Basic Materials 15,907.0 $1.2M 0.01% NEW $73.00 +6.2%
610 IUSB ISHARES TR 25,127.0 $1.2M 0.01% NEW $46.15 -1.6%
611 KT KT CORP Communication Services 66,706.0 $1.2M 0.01% NEW $17.28 +8.7%
612 FJUL FIRST TR EXCHNG TRADED FD VI 19,330.0 $1.2M 0.01% NEW $59.54 +2.6%
613 PJBF PGIM ETF TR 16,115.0 $1.1M 0.01% NEW $71.21 -5.0%
614 FIDELITY COVINGTON TRUST 26,077.0 $1.1M 0.01% NEW $43.63
615 IMMUNITYBIO INC 129,381.0 $1.1M 0.01% NEW $8.76
616 DB DEUTSCHE BK AG Financial Services 33,542.0 $1.1M 0.01% NEW $33.76 +12.8%
617 PPC PILGRIMS PRIDE CORP Consumer Defensive 39,957.0 $1.1M 0.01% NEW $28.11 +1.4%
618 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 33,006.0 $1.1M 0.01% NEW $34.00 -1.9%
619 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 105,658.0 $1.1M 0.01% NEW $10.57 +3.8%
620 NTNX NUTANIX INC Technology 21,897.0 $1.1M 0.01% NEW $50.96 +29.2%
Page 31 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%