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Portfolio (Quarterly) Guide ↗

Lionshead Wealth Management, LLC

· CIK 0002056752
13F Portfolio $136M AUM 108 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 29 Added 39 Reduced 5 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITW ILLINOIS TOOL WKS INC Industrials 1,293.0 $339K 0.25% +8.0 +0.6% $261.90 -4.6%
22 CRWD CROWDSTRIKE HLDGS INC Technology 816.0 $319K 0.23% +14.0 +1.8% $390.41 +66.0%
23 BX BLACKSTONE INC Financial Services 2,456.0 $282K 0.21% +33.0 +1.4% $115.00 +3.1%
24 BAB INVESCO EXCH TRADED FD TR II 10,342.0 $279K 0.20% +2K +19.6% $26.96 -1.8%
25 MINO PIMCO ETF TR 6,109.0 $276K 0.20% +378.0 +6.6% $45.17 -0.4%
26 PG PROCTER & GAMBLE CO Consumer Defensive 1,903.0 $275K 0.20% +361.0 +23.4% $144.44 -1.4%
27 LMT LOCKHEED MARTIN CORP Industrials 427.0 $258K 0.19% +4.0 +0.9% $603.80 -13.4%
28 RSG REPUBLIC SVCS INC Industrials 1,140.0 $250K 0.18% +9.0 +0.8% $219.02 -3.1%
29 OWL BLUE OWL CAPITAL INC Financial Services 14,735.0 $135K 0.10% +308.0 +2.1% $9.13 +11.7%
Page 2 of 2  ·  29 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 30.4%
Financial Services 17.6%
Industrials 16.1%
Communication Services 9.6%
Healthcare 9.4%
Consumer Cyclical 7.6%
Utilities 6.4%
Energy 1.3%
Basic Materials 1.0%
Consumer Defensive 0.6%