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Portfolio (Quarterly) Guide ↗

Wall Street Financial Group, Inc.

· CIK 0002019337
13F Portfolio $136M AUM 101 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 23 New 58 Added 18 Reduced 2 Exited
Page 2 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QCOM QUALCOMM INC Technology 3,709.0 $609K 0.45% +1K +45.9% $164.12 +23.4%
22 V VISA INC Financial Services 1,669.0 $570K 0.42% +151.0 +9.9% $341.38 -3.1%
23 TXN TEXAS INSTRS INC Technology 2,969.0 $545K 0.40% +802.0 +37.0% $183.73 +65.9%
24 MU MICRON TECHNOLOGY INC Technology 3,256.0 $545K 0.40% +792.0 +32.1% $167.32 +355.5%
25 LRCX LAM RESEARCH CORP Technology 3,947.0 $529K 0.39% +934.0 +31.0% $133.90 +125.7%
26 XOM EXXON MOBIL CORP Energy 4,669.0 $526K 0.39% +587.0 +14.4% $112.75 +38.6%
27 CSCO CISCO SYS INC Technology 7,251.0 $496K 0.36% +1K +21.3% $68.42 +72.8%
28 INTC INTEL CORP Technology 14,532.0 $488K 0.36% +4K +40.8% $33.55 +253.2%
29 CAT CATERPILLAR INC Industrials 983.0 $469K 0.34% +110.0 +12.6% $477.15 +81.5%
30 AMAT APPLIED MATLS INC Technology 2,150.0 $440K 0.32% +414.0 +23.9% $204.74 +108.7%
31 KLAC KLA CORP Technology 399.0 $430K 0.32% +98.0 +32.6% $1078.60 +70.8%
32 MA MASTERCARD INCORPORATED Financial Services 736.0 $419K 0.31% +118.0 +19.1% $568.81 -12.2%
33 LIN LINDE PLC Basic Materials 871.0 $414K 0.30% +200.0 +29.8% $475.00 +8.3%
34 LOW LOWES COS INC Consumer Cyclical 1,638.0 $412K 0.30% +51.0 +3.2% $251.31 -13.5%
35 PEP PEPSICO INC Consumer Defensive 2,759.0 $387K 0.28% +583.0 +26.8% $140.44 +6.0%
36 CVX CHEVRON CORP NEW Energy 2,460.0 $382K 0.28% +483.0 +24.4% $155.29 +23.0%
37 JNJ JOHNSON & JOHNSON Healthcare 2,038.0 $378K 0.28% +280.0 +15.9% $185.42 +25.0%
38 CRWD CROWDSTRIKE HLDGS INC Technology 756.0 $371K 0.27% +105.0 +16.1% $490.38 +32.2%
39 TMUS T-MOBILE US INC Communication Services 1,522.0 $364K 0.27% +303.0 +24.9% $239.38 -20.6%
40 ADI ANALOG DEVICES INC Technology 1,453.0 $357K 0.26% +380.0 +35.4% $245.70 +56.4%
Page 2 of 3  ·  58 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 55.3%
Communication Services 12.2%
Consumer Cyclical 10.0%
Healthcare 6.5%
Financial Services 6.5%
Consumer Defensive 5.1%
Industrials 2.1%
Energy 1.5%
Basic Materials 0.7%