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Portfolio (Quarterly) Guide ↗

Prosperitas Financial LLC

· CIK 0002001016
13F Portfolio $257M AUM 78 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 43 Added 14 Reduced 5 Exited
Page 2 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VRT VERTIV HOLDINGS CO Industrials 26,426.0 $4.3M 1.66% +453.0 +1.7% $162.01 +97.4%
22 ABBV ABBVIE INC Healthcare 18,602.0 $4.3M 1.65% +480.0 +2.6% $228.49 -4.3%
23 LNC LINCOLN NATL CORP IND Financial Services 92,157.0 $4.1M 1.59% +8K +9.9% $44.53 -21.2%
24 MA MASTERCARD INCORPORATED Financial Services 7,110.0 $4.1M 1.58% +397.0 +5.9% $570.92 -13.5%
25 MO ALTRIA GROUP INC Consumer Defensive 66,724.0 $3.8M 1.50% +3K +4.7% $57.66 +24.8%
26 AEE AMEREN CORP Utilities 38,415.0 $3.8M 1.49% +1K +4.0% $99.86 +9.1%
27 AN AUTONATION INC Consumer Cyclical 18,031.0 $3.7M 1.45% +789.0 +4.6% $206.48 -6.2%
28 LMT LOCKHEED MARTIN CORP Industrials 7,687.0 $3.7M 1.45% +394.0 +5.4% $483.68 +11.1%
29 COST COSTCO WHSL CORP NEW Consumer Defensive 4,212.0 $3.6M 1.41% +363.0 +9.4% $862.21 +15.4%
30 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 76,653.0 $3.6M 1.39% +15K +23.6% $46.68 -13.1%
31 SFM SPROUTS FMRS MKT INC Consumer Defensive 40,559.0 $3.2M 1.26% +31K +316.5% $79.67 +8.8%
32 OXY OCCIDENTAL PETE CORP Energy 72,897.0 $3.0M 1.17% +2K +2.7% $41.12 +39.4%
33 YETI YETI HLDGS INC Consumer Cyclical 54,968.0 $2.4M 0.94% +2K +4.7% $44.17 +6.3%
34 J P MORGAN EXCHANGE TRADED F 37,046.0 $1.9M 0.73% NEW $50.59
35 ROOT INC 22,066.0 $1.6M 0.62% NEW $72.23
36 JEPI J P MORGAN EXCHANGE TRADED F 26,077.0 $1.5M 0.58% +980.0 +3.9% $57.24 -1.8%
37 CAT CATERPILLAR INC Industrials 2,454.0 $1.4M 0.55% -254.0 -9.4% $572.83 +55.0%
38 TSLA TESLA INC Consumer Cyclical 3,084.0 $1.4M 0.54% +103.0 +3.5% $449.72 -1.7%
39 GOOG ALPHABET INC Communication Services 3,897.0 $1.2M 0.47% $313.73 +23.1%
40 SPY SPDR S&P 500 ETF TR Financial Services 1,717.0 $1.2M 0.46% $681.78 +10.7%
Page 2 of 4  ·  78 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 20.8%
Communication Services 20.0%
Financial Services 16.1%
Consumer Defensive 11.0%
Consumer Cyclical 10.2%
Industrials 9.0%
Healthcare 5.6%
Energy 4.5%
Utilities 2.2%
Real Estate 0.7%