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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 5 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CSCO CISCO SYS INC Technology 157,905.0 $18.5M 0.24% NEW $117.46 -5.3%
82 GEV GE VERNOVA INC Utilities 14,930.0 $17.5M 0.22% NEW $1174.85 -12.6%
83 HD HOME DEPOT INC Consumer Cyclical 49,348.0 $17.4M 0.22% NEW $352.68 -3.4%
84 HYS PIMCO ETF TR 185,109.0 $17.3M 0.22% NEW $93.52 -0.7%
85 BUFR FIRST TR EXCHNG TRADED FD VI 470,034.0 $17.2M 0.22% NEW $36.53 +2.1%
86 GS GOLDMAN SACHS GROUP INC Financial Services 16,740.0 $16.9M 0.22% NEW $1011.39 +2.3%
87 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 17,459.0 $16.3M 0.21% NEW $935.48 +2.8%
88 INTC INTEL CORP Technology 116,498.0 $16.3M 0.21% NEW $139.63 -31.2%
89 XMHQ INVESCO EXCHANGE TRADED FD T 140,808.0 $15.9M 0.20% NEW $112.88 +5.5%
90 BSV VANGUARD BD INDEX FDS 194,996.0 $15.2M 0.19% NEW $77.91 -0.4%
91 CGXU CAPITAL GROUP INTL FOCUS EQT 438,575.0 $15.2M 0.19% NEW $34.62 +0.3%
92 VWO VANGUARD INTL EQUITY INDEX F 246,856.0 $14.7M 0.19% NEW $59.69 +0.2%
93 KO COCA COLA CO Consumer Defensive 180,308.0 $14.7M 0.19% NEW $81.27 +8.9%
94 BOND PIMCO ETF TR 157,929.0 $14.6M 0.19% NEW $92.21 -1.9%
95 RTX RTX CORPORATION Industrials 74,803.0 $14.2M 0.18% NEW $189.73 +17.6%
96 BAC BANK OF AMER CORP Financial Services 246,038.0 $14.0M 0.18% NEW $56.98 +12.7%
97 AMGN AMGEN INC Healthcare 38,445.0 $13.9M 0.18% NEW $362.12 +17.2%
98 MA MASTERCARD INCORPORATED Financial Services 26,984.0 $13.9M 0.18% NEW $513.60 +11.4%
99 IBM INTERNATIONAL BUSINESS MACHS Technology 48,879.0 $13.7M 0.17% NEW $281.21 -17.5%
100 STPZ PIMCO ETF TR 255,166.0 $13.6M 0.17% NEW $53.34 -1.3%
Page 5 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%