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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 23 of 44  ·  863 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 GIL GILDAN ACTIVEWEAR INC FCLASS A Consumer Cyclical 403.0 $21K 0.01% NEW $51.60 +8.1%
442 ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS 400.0 $21K 0.01% NEW $51.35
443 BRIGHTHOUSE FIN 5.625 30 DUE 05/15/30 20,000.0 $20K 0.01% NEW $1.01
444 AEE AMEREN CORP Utilities 179.0 $20K 0.01% NEW $112.76 -2.7%
445 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 220.0 $20K 0.01% NEW $91.64 -0.1%
446 TMUS T-MOBILE US INC Communication Services 120.0 $20K 0.01% NEW $167.73 +9.0%
447 CFFI C & F FINL CORP Financial Services 247.0 $20K 0.01% NEW $80.00 +9.5%
448 GCC WISDOMTREE ENHANCED COMMODITY STRATEGY FUND 862.0 $20K 0.01% NEW $22.65 +12.4%
449 VSCO VICTORIAS SECRET & CO Consumer Cyclical 233.0 $19K 0.01% NEW $83.48 +9.6%
450 ADSK AUTODESK INC Technology 100.0 $19K 0.01% NEW $194.42 +26.9%
451 RING ISHARES MSCI GLOBAL GOLDMINERS ETF 300.0 $19K 0.01% NEW $64.60 +20.3%
452 BNDX VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES 395.0 $19K 0.00% NEW $48.43 -1.7%
453 BNP PARIBAS SA 0 29F DUE 02/20/29 20,000.0 $19K 0.00% NEW $0.95
454 NI NISOURCE INC Utilities 400.0 $19K 0.00% NEW $47.55 -11.4%
455 KIE STATE STREET SPDR S&P INSURANCE ETF 310.0 $19K 0.00% NEW $60.99 +4.0%
456 AVGO BROADCOM INC Technology 50.0 $19K 0.00% NEW $377.76 +0.6%
457 URTY PROSHARES ULTRAPRO RUSSELL2000 216.0 $19K 0.00% NEW $87.34 -2.1%
458 ESSILOR INTL S A FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 200.0 $19K 0.00% NEW $93.88
459 IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 330.0 $19K 0.00% NEW $56.20 +14.5%
460 US TREASURY 2.875 08/45UST BOND DUE 08/15/45 25,000.0 $19K 0.00% NEW $0.74
Page 23 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%