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Portfolio (Quarterly) Guide ↗

LAZARI CAPITAL MANAGEMENT, INC.

· CIK 0001986389
13F Portfolio $298M AUM 166 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 8 New 40 Added 66 Reduced 9 Exited
Page 1 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 155,321.0 $42.2M 14.19% -4K -2.6% $271.86 +10.4%
2 META META PLATFORMS INC Communication Services 33,110.0 $21.9M 7.34% $660.09 -6.3%
3 NVDA NVIDIA CORPORATION Technology 93,933.0 $17.5M 5.89% -8K -7.8% $186.50 +26.4%
4 AMZN AMAZON COM INC Consumer Cyclical 74,205.0 $17.1M 5.75% -3K -3.7% $230.82 +14.4%
5 GOOGL ALPHABET INC Communication Services 53,418.0 $16.7M 5.62% -1K -2.2% $313.00 +28.1%
6 UBER UBER TECHNOLOGIES INC Technology 186,262.0 $15.2M 5.11% +8K +4.7% $81.71 -8.6%
7 TSLA TESLA INC Consumer Cyclical 22,032.0 $9.9M 3.33% $449.72 -1.4%
8 MSFT MICROSOFT CORP Technology 16,366.0 $7.9M 2.66% $483.61 -15.3%
9 BA BOEING CO Industrials 32,391.0 $7.0M 2.36% +677.0 +2.1% $217.12 +1.6%
10 BP BP PLC Energy 198,730.0 $6.9M 2.32% $34.73 +27.7%
11 DIS DISNEY WALT CO Communication Services 59,010.0 $6.7M 2.25% -3K -5.2% $113.77 -7.3%
12 BAC BANK AMERICA CORP Financial Services 91,317.0 $5.0M 1.69% -1K -1.4% $55.00 -9.5%
13 AMD ADVANCED MICRO DEVICES INC Technology 21,543.0 $4.6M 1.55% -2K -9.3% $214.16 +98.0%
14 VZ VERIZON COMMUNICATIONS INC Communication Services 98,466.0 $4.0M 1.35% +32K +48.4% $40.73 +15.5%
15 ABBV ABBVIE INC Healthcare 16,194.0 $3.7M 1.24% $228.49 -7.9%
16 AVGO BROADCOM INC Technology 10,591.0 $3.7M 1.23% -300.0 -2.8% $346.10 +22.9%
17 NFLX NETFLIX INC Communication Services 36,807.0 $3.5M 1.16% +33K +875.3% $93.76 -7.3%
18 VTI VANGUARD INDEX FDS 10,037.0 $3.4M 1.13% -907.0 -8.3% $335.26 +8.2%
19 JPM JPMORGAN CHASE & CO. Financial Services 8,638.0 $2.8M 0.94% $322.23 -6.9%
20 SPY SPDR S&P 500 ETF TR Financial Services 3,853.0 $2.6M 0.88% -23.0 -0.6% $681.93 +8.4%
Page 1 of 9  ·  165 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 36.9%
Communication Services 20.9%
Consumer Cyclical 12.6%
Financial Services 10.4%
Healthcare 5.3%
Energy 5.1%
Industrials 4.2%
Consumer Defensive 2.1%
Utilities 1.3%
Real Estate 0.7%