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Portfolio (Quarterly) Guide ↗

JIM SAULNIER & ASSOCIATES, LLC

· CIK 0002044420
13F Portfolio $193M AUM 139 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 50 Added 31 Reduced 9 Exited
Page 3 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBIJ ISHARES TR 46,126.0 $1.2M 0.62% +903.0 +2.0% $25.85 +0.8%
42 VWOB VANGUARD WHITEHALL FDS 17,366.0 $1.2M 0.61% +176.0 +1.0% $67.43 -1.8%
43 PGIM ROCK ETF TR 39,721.0 $1.2M 0.61% +18K +79.4% $29.47
44 CPNS CALAMOS ETF TR 42,088.0 $1.1M 0.59% -448.0 -1.1% $27.22 +2.8%
45 CPSN CALAMOS ETF TR 42,074.0 $1.1M 0.59% -8K -16.2% $26.91 +2.5%
46 PMDE PGIM ROCK ETF TR 41,665.0 $1.0M 0.54% NEW $25.11 +2.3%
47 ISHARES TR 45,089.0 $1.0M 0.54% -1K -2.3% $22.88
48 ISHARES TR 45,624.0 $1.0M 0.52% +12K +36.3% $21.94
49 CPRJ CALAMOS ETF TR 37,159.0 $995K 0.52% $26.77 +2.6%
50 APRW AIM ETF PRODUCTS TRUST 28,170.0 $982K 0.51% $34.86 +5.8%
51 ISHARES TR 36,141.0 $974K 0.51% -267.0 -0.7% $26.96
52 BSV VANGUARD BD INDEX FDS 12,242.0 $965K 0.50% +75.0 +0.6% $78.81 -1.2%
53 CPNM CALAMOS ETF TR 36,754.0 $956K 0.50% $26.02 +2.7%
54 MSFT MICROSOFT CORP Technology 1,840.0 $890K 0.46% -137.0 -6.9% $483.65 -13.3%
55 IBIE ISHARES TR 33,763.0 $877K 0.46% +7K +24.5% $25.98 +1.4%
56 PMNV PGIM ROCK ETF TR 32,671.0 $822K 0.43% NEW $25.15 +2.5%
57 PGIM ROCK ETF TR 27,749.0 $727K 0.38% $26.21
58 VWO VANGUARD INTL EQUITY INDEX F 13,518.0 $727K 0.38% +2K +16.7% $53.76 +9.2%
59 IBIF ISHARES TR 27,584.0 $718K 0.37% +8K +37.5% $26.03 +1.2%
60 VNQ VANGUARD INDEX FDS 8,094.0 $716K 0.37% +632.0 +8.5% $88.49 +9.2%
Page 3 of 7  ·  139 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 49.0%
Financial Services 17.1%
Healthcare 15.3%
Consumer Cyclical 9.4%
Communication Services 5.7%
Energy 3.4%