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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 6 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IBM INTERNATIONAL BUSINESS MACHS Technology 1,294.0 $383K 0.13% +7.0 +0.5% $296.21 -24.8%
102 FISV FISERV INC Technology 5,663.0 $380K 0.13% +4K +195.6% $67.17 -15.6%
103 BIL SPDR SERIES TRUST 4,113.0 $376K 0.13% +2K +85.5% $91.37 +0.2%
104 GEV GE VERNOVA INC Utilities 568.0 $371K 0.12% +22.0 +4.0% $653.28 +54.9%
105 NKX NUVEEN CALIFORNIA AMT QLT MU Financial Services 28,761.0 $358K 0.12% $12.44 -1.0%
106 DEO DIAGEO PLC Consumer Defensive 4,117.0 $355K 0.12% NEW $86.27 -2.9%
107 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 11,059.0 $345K 0.12% -400.0 -3.5% $31.21 +9.0%
108 PG PROCTER AND GAMBLE CO Consumer Defensive 2,371.0 $340K 0.11% -43.0 -1.8% $143.31 -0.6%
109 EME EMCOR GROUP INC Industrials 540.0 $330K 0.11% -31.0 -5.4% $611.79 +43.4%
110 IYE ISHARES TR 6,950.0 $330K 0.11% $47.53 +36.2%
111 XLK SELECT SECTOR SPDR TR 2,292.0 $330K 0.11% NEW $143.97 +20.3%
112 UYG PROSHARES TR 3,510.0 $322K 0.11% $91.78 -15.2%
113 BXP BXP INC Real Estate 4,718.0 $318K 0.11% -571.0 -10.8% $67.48 -13.1%
114 VV VANGUARD INDEX FDS 1,005.0 $316K 0.11% +5.0 +0.5% $314.92 +7.1%
115 IYH ISHARES TR 4,799.0 $312K 0.10% +70.0 +1.5% $65.09 -5.0%
116 VBR VANGUARD INDEX FDS 1,450.0 $307K 0.10% +14.0 +1.0% $211.73 +6.8%
117 MGV VANGUARD WORLD FD 2,171.0 $306K 0.10% $141.16 +9.5%
118 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 13,144.0 $306K 0.10% -185.0 -1.4% $23.31 -7.2%
119 AMAT APPLIED MATLS INC Technology 1,174.0 $302K 0.10% -8.0 -0.7% $256.99 +58.3%
120 DISV DIMENSIONAL ETF TRUST 7,838.0 $298K 0.10% -1K -13.1% $38.00 +9.5%
Page 6 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%