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Portfolio (Quarterly) Guide ↗

Bravias Capital Group, LLC

· CIK 0002054328
13F Portfolio $165M AUM 108 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 50 Added 32 Reduced 15 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BIL SPDR SERIES TRUST 3,749.0 $343K 0.21% -156.0 -4.0% $91.37 +0.2%
22 CVX CHEVRON CORP NEW Energy 2,242.0 $342K 0.21% -156.0 -6.5% $152.41 +28.7%
23 MA MASTERCARD INCORPORATED Financial Services 591.0 $337K 0.20% -150.0 -20.2% $570.88 -12.2%
24 LLY ELI LILLY & CO Healthcare 300.0 $322K 0.20% -6.0 -2.0% $1074.42 -5.7%
25 AGG ISHARES TR 3,028.0 $302K 0.18% -220.0 -6.8% $99.88 -2.2%
26 TSLA TESLA INC Consumer Cyclical 667.0 $300K 0.18% -43.0 -6.1% $449.72 -10.7%
27 HOOD ROBINHOOD MKTS INC Financial Services 2,510.0 $284K 0.17% -2K -37.4% $113.10 -33.8%
28 VOO VANGUARD INDEX FDS 399.0 $251K 0.15% -20.0 -4.8% $627.90 +7.8%
29 BAC BANK AMERICA CORP Financial Services 4,430.0 $244K 0.15% -786.0 -15.1% $55.00 -7.1%
30 IWY ISHARES TR 823.0 $228K 0.14% -25.0 -3.0% $276.94 +4.8%
31 META META PLATFORMS INC Communication Services 336.0 $222K 0.13% -215.0 -39.0% $660.18 -8.5%
32 GSBD GOLDMAN SACHS BDC INC Financial Services 14,160.0 $131K 0.08% -15K -52.0% $9.28 -5.3%
Page 2 of 2  ·  32 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
Financial Services 55.2%
Technology 19.5%
Communication Services 6.3%
Consumer Cyclical 4.9%
Industrials 4.3%
Consumer Defensive 3.5%
Healthcare 3.4%
Energy 1.8%
Utilities 1.0%