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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 40 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 TDC TERADATA CORP DEL Technology 15,229.0 $528K 0.01% NEW $34.65 -18.0%
782 BUG GLOBAL X FDS 13,807.0 $527K 0.01% NEW $38.19 +10.7%
783 GOLD GOLD COM INC Financial Services 12,654.0 $527K 0.01% NEW $41.61 +1.6%
784 IVLU ISHARES TR 12,326.0 $515K 0.01% NEW $41.82 +5.1%
785 IDV ISHARES TR 12,362.0 $512K 0.01% NEW $41.43 +7.7%
786 NU NU HLDGS LTD Financial Services 38,327.0 $512K 0.01% NEW $13.36 +8.0%
787 NWSA NEWS CORP NEW Communication Services 20,608.0 $512K 0.01% NEW $24.83 +19.0%
788 TH TARGET HOSPITALITY CORP Industrials 25,033.0 $510K 0.01% NEW $20.36 -14.9%
789 GNW GENWORTH FINL INC Financial Services 53,572.0 $507K 0.01% NEW $9.47 +7.3%
790 CART MAPLEBEAR INC Consumer Cyclical 10,701.0 $507K 0.01% NEW $47.35 +4.1%
791 G GENPACT LIMITED Technology 18,374.0 $505K 0.01% NEW $27.50 +26.5%
792 NEXT NEXTDECADE CORP Energy 66,760.0 $503K 0.01% NEW $7.54 -8.3%
793 CWI SPDR INDEX SHS FDS 12,136.0 $494K 0.01% NEW $40.67 +0.9%
794 MTG MGIC INVT CORP WIS Financial Services 17,501.0 $494K 0.01% NEW $28.20 +10.9%
795 OUTFRONT MEDIA INC 14,973.0 $491K 0.01% NEW $32.76
796 HDV ISHARES TR 17,730.0 $486K 0.01% NEW $27.41 +8.0%
797 PFS PROVIDENT FINL SVCS INC Financial Services 20,365.0 $481K 0.01% NEW $23.64 +3.5%
798 NRXP NRX PHARMACEUTICALS INC Healthcare 117,216.0 $479K 0.01% NEW $4.09 -18.2%
799 VISN VISTANCE NETWORKS INC Technology 37,279.0 $476K 0.01% NEW $12.78 -11.5%
800 APG API GROUP CORP Industrials 11,227.0 $475K 0.01% NEW $42.35 +2.0%
Page 40 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%