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Portfolio (Quarterly) Guide ↗

Goldstein Advisors, LLC

· CIK 0001963807
13F Portfolio $878M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 225 New
Page 11 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 INTU INTUIT Technology 321.0 $212K 0.02% NEW $661.39 -42.6%
202 MSI MOTOROLA SOLUTIONS INC Technology 552.0 $212K 0.02% NEW $383.32 +4.9%
203 BA BOEING CO Industrials 973.0 $211K 0.02% NEW $217.12 +0.3%
204 MUNI PIMCO ETF TR 4,021.0 $211K 0.02% NEW $52.41 -0.9%
205 EMXC ISHARES INC 2,874.0 $209K 0.02% NEW $72.68 +27.5%
206 VOO VANGUARD INDEX FDS 328.0 $206K 0.02% NEW $627.13 +7.8%
207 PJAN INNOVATOR ETFS TRUST 4,364.0 $205K 0.02% NEW $47.02 +4.1%
208 PDEC INNOVATOR ETFS TRUST 4,679.0 $203K 0.02% NEW $43.38 +4.6%
209 LUMENTUM HLDGS INC 10,000.0 $37K 0.00% NEW $3.71
210 VENTAS RLTY LTD PARTNERSHIP 15,000.0 $21K 0.00% NEW $1.42
211 BLACKSTONE MORTGAGE TRUST IN 18,000.0 $18K 0.00% NEW $0.98
212 JAZZ INVESTMENTS I LTD 15,000.0 $17K 0.00% NEW $1.16
213 TWO HARBORS INVENTMENT CORPO 17,000.0 $17K 0.00% NEW $1.00
214 DUKE ENERGY CORP NEW 16,000.0 $17K 0.00% NEW $1.03
215 PPL CAP FDG INC 15,000.0 $16K 0.00% NEW $1.09
216 HALOZYME THERAPEUTICS INC 14,000.0 $15K 0.00% NEW $1.08
217 ON SEMICONDUCTOR CORP 16,000.0 $15K 0.00% NEW $0.95
218 AMERICAN WTR CAP CORP 14,000.0 $14K 0.00% NEW $1.00
219 CAPITAL SOUTHWEST CORP 14,000.0 $14K 0.00% NEW $0.99
220 STARWOOD PPTY TR INC 13,000.0 $13K 0.00% NEW $1.04
Page 11 of 12  ·  225 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 36.8%
Financial Services 19.5%
Communication Services 11.8%
Consumer Cyclical 8.7%
Industrials 6.8%
Healthcare 6.6%
Utilities 5.3%
Consumer Defensive 3.0%
Energy 1.2%
Real Estate 0.4%