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Portfolio (Quarterly) Guide ↗

MINDSET WEALTH MANAGEMENT, LLC

· CIK 0002044232
13F Portfolio $372M AUM 176 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 55 Added 57 Reduced 22 Exited
Page 5 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INTC INTEL CORP Technology 11,801.0 $521K 0.14% -369.0 -3.0% $44.13 +199.8%
82 NOW SERVICENOW INC Technology 4,949.0 $517K 0.14% -201.0 -3.9% $104.55 -8.2%
83 CVS CVS HEALTH CORP Healthcare 7,201.0 $517K 0.14% +102.0 +1.4% $71.82 +41.4%
84 INGR INGREDION INC Consumer Defensive 4,583.0 $516K 0.14% +127.0 +2.9% $112.66 -13.0%
85 GE GE AEROSPACE Industrials 1,809.0 $513K 0.14% +542.0 +42.8% $283.77 +25.6%
86 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,513.0 $511K 0.14% +121.0 +8.7% $338.03 +29.1%
87 SSO PROSHARES TR 9,674.0 $502K 0.14% $51.88 +25.8%
88 ETN EATON CORP PLC Industrials 1,400.0 $501K 0.13% $357.67 +13.3%
89 PAAS PAN AMERN SILVER CORP Basic Materials 9,074.0 $496K 0.13% -836.0 -8.4% $54.63 -15.4%
90 MGK VANGUARD WORLD FD 1,330.0 $489K 0.13% $367.44 -76.7%
91 DUK DUKE ENERGY CORP NEW Utilities 3,670.0 $481K 0.13% +100.0 +2.8% $130.95 -4.5%
92 SSRM SSR MINING IN Basic Materials 16,123.0 $474K 0.13% -3K -15.9% $29.37 -0.4%
93 MTZ MASTEC INC Industrials 1,453.0 $467K 0.13% -91.0 -5.9% $321.74 +21.4%
94 PRU PRUDENTIAL FINL INC Financial Services 4,681.0 $457K 0.12% -300.0 -6.0% $97.69 +11.0%
95 ALL ALLSTATE CORP Financial Services 2,200.0 $456K 0.12% $207.34 +11.7%
96 SPY STATE STR SPDR S&P 500 ETF T Financial Services 691.0 $450K 0.12% -418.0 -37.7% $650.60 +12.8%
97 UNH UNITEDHEALTH GROUP INC Healthcare 1,580.0 $428K 0.12% +258.0 +19.5% $270.63 +51.2%
98 TNK TEEKAY TANKERS LTD Energy 5,813.0 $426K 0.11% -5K -47.1% $73.32 +8.0%
99 ANGLOGOLD ASHANTI PLC 4,337.0 $422K 0.11% +637.0 +17.2% $97.36
100 AMAT APPLIED MATLS INC Technology 1,225.0 $419K 0.11% $341.79 +71.4%
Page 5 of 9  ·  176 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 69.3%
Financial Services 8.1%
Consumer Cyclical 4.3%
Industrials 4.2%
Energy 3.9%
Communication Services 3.6%
Healthcare 2.7%
Consumer Defensive 2.1%
Utilities 0.9%
Basic Materials 0.8%