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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 34 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 THE BALDWIN INSURANCE GRP IN 36,470.0 $969K 0.01% NEW $26.58
662 CAM AB ACTIVE ETFS INC 38,433.0 $967K 0.01% NEW $25.16 -1.2%
663 CBZ CBIZ INC Industrials 30,126.0 $966K 0.01% NEW $32.08 +70.6%
664 UGP ULTRAPAR PARTICIPACOES SA Energy 192,502.0 $966K 0.01% NEW $5.02 +26.1%
665 KIM KIMCO REALTY CORP Real Estate 38,075.0 $965K 0.01% NEW $25.35 -4.5%
666 HMC HONDA MOTOR CO LTD Consumer Cyclical 35,390.0 $959K 0.01% NEW $27.11 +17.9%
667 EXC EXELON CORP Utilities 20,361.0 $949K 0.01% NEW $46.62 -2.8%
668 HPQ HP INC Technology 43,186.0 $948K 0.01% NEW $21.94 +36.6%
669 PACS PACS GROUP INC Financial Services 22,219.0 $947K 0.01% NEW $42.64 +2.7%
670 CPNG COUPANG INC Consumer Cyclical 53,877.0 $936K 0.01% NEW $17.37 -10.3%
671 CRK COMSTOCK RES INC Energy 62,648.0 $935K 0.01% NEW $14.92 -8.4%
672 GAP GAP INC Consumer Cyclical 49,263.0 $920K 0.01% NEW $18.68 +7.5%
673 HE HAWAIIAN ELEC INDS INC MTN B Utilities 67,577.0 $914K 0.01% NEW $13.53 -14.6%
674 DFAC DIMENSIONAL ETF TRUST 20,544.0 $911K 0.01% NEW $44.36 +2.9%
675 DOX AMDOCS LTD Technology 17,983.0 $909K 0.01% NEW $50.54 +14.5%
676 ETHA ISHARES ETHEREUM TR Financial Services 76,027.0 $904K 0.01% NEW $11.89 +21.4%
677 ALLY ALLY FINL INC Financial Services 19,532.0 $897K 0.01% NEW $45.95 -5.0%
678 DBC INVESCO DB COMMDY INDX TRCK Financial Services 33,553.0 $895K 0.01% NEW $26.66 +14.3%
679 WTRG ESSENTIAL UTILS INC Utilities 23,330.0 $894K 0.01% NEW $38.31 +5.3%
680 CSGP COSTAR GROUP INC Real Estate 31,524.0 $893K 0.01% NEW $28.32 +10.8%
Page 34 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%