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Portfolio (Quarterly) Guide ↗

Main Street Group, LTD

· CIK 0001965796
13F Portfolio $429M AUM 1,544 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 863 New
Page 15 of 44  ·  863 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 JPMORGAN CHASE & CO 5 36 DUE 02/13/36 50,000.0 $48K 0.01% NEW $0.97
282 GBDC GOLUB CAP BDC INC Financial Services 3,750.0 $48K 0.01% NEW $12.88 +1.5%
283 BRSP BRIGHTSPIRE CAP INC CLASS A Real Estate 8,854.0 $48K 0.01% NEW $5.45 -11.0%
284 FIRST TRUST PORTFOLIOS UNIT 12330 S&P DVD ARISTOCRATS TARGET 25 3Q 25 - 4,073.0 $48K 0.01% NEW $11.73
285 BXP BXP INC REIT Real Estate 720.0 $48K 0.01% NEW $66.31 -0.2%
286 SCHF SCHWAB INTERNATIONAL EQUITY ETF 1,723.0 $48K 0.01% NEW $27.70 +1.3%
287 VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES 118.0 $47K 0.01% NEW $396.98 -1.5%
288 PHYS SPROTT PHYSGLD TRST Financial Services 1,530.0 $46K 0.01% NEW $30.17 +9.4%
289 VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 287.0 $45K 0.01% NEW $158.03 +4.8%
290 US TREASUR NT 4.5 07/26UST NOTE DUE 07/15/26 45,000.0 $45K 0.01% NEW $1.00
291 DAL DELTA AIR LINES INC DEL Industrials 478.0 $45K 0.01% NEW $93.66 -8.5%
292 ETN EATON CORP PLC F Industrials 105.0 $45K 0.01% NEW $426.12 +1.2%
293 US TREASUR NT 1.5 02/30UST NOTE DUE 02/15/30 49,000.0 $45K 0.01% NEW $0.91
294 EWT ISHARES MSCI TAIWAN ETF 408.0 $44K 0.01% NEW $108.61 -3.9%
295 WBD WARNER BROS DISCOVERY INCLASS SERIES A Communication Services 1,659.0 $44K 0.01% NEW $26.66 +6.8%
296 AXP AMERICAN EXPRESS CO Financial Services 130.0 $44K 0.01% NEW $339.33 -0.2%
297 COPP SPROTT COPPER MINERS ETF 1,149.0 $44K 0.01% NEW $38.30 +7.5%
298 NEE NEXTERA ENERGY INC Utilities 501.0 $44K 0.01% NEW $87.76 -1.8%
299 KR KROGER CO Consumer Defensive 792.0 $44K 0.01% NEW $55.50 +1.5%
300 MCD MCDONALDS CORP Consumer Cyclical 162.0 $44K 0.01% NEW $270.31 -1.2%
Page 15 of 44  ·  863 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
Financial Services 35.3%
Technology 27.7%
Consumer Defensive 8.2%
Consumer Cyclical 6.7%
Industrials 6.2%
Communication Services 5.7%
Healthcare 4.7%
Utilities 2.1%
Energy 1.7%
Basic Materials 1.3%