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Portfolio (Quarterly) Guide ↗

Holos Integrated Wealth LLC

· CIK 0002080096
13F Portfolio $214M AUM 378 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 30 Added 67 Reduced 49 Exited
Page 19 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 KMI KINDER MORGAN INC DEL COM Energy 16.0 $520.0 $32.50 -4.3%
362 GRAL GRAIL INC COM Healthcare 6.0 $413.0 $68.83 +14.0%
363 DJT TRUMP MEDIA & TECHNOLOGY GROUP COM Communication Services 50.0 $407.0 $8.14 +11.4%
364 HLN HALEON PLC SPON ADS Healthcare 40.0 $394.0 $9.85 +1.5%
365 FTRE FORTREA HLDGS INC COMMON STOCK Healthcare 22.0 $385.0 $17.50 +5.1%
366 PTLO PORTILLOS INC COM CL A Consumer Cyclical 66.0 $317.0 $4.80 +3.7%
367 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 15.0 $283.0 $18.87 +5.4%
368 REZI RESIDEO TECHNOLOGIES INC COM Industrials 8.0 $259.0 $32.38 -37.5%
369 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 23.0 $229.0 $9.96 +3.1%
370 BHF BRIGHTHOUSE FINL INC COM Financial Services 3.0 $196.0 $65.33 -19.4%
371 GTX GARRETT MOTION INC COM Consumer Cyclical 5.0 $161.0 $32.20 -16.9%
372 NOK NOKIA CORP SPONSORED ADR Technology 13.0 $154.0 $11.85 -13.9%
373 CPRI CAPRI HOLDINGS LIMITED SHS Consumer Cyclical 5.0 $97.0 $19.40 -29.0%
374 DVY ISHARES SELECT DIVIDEND ETF $79.0 -100.0%
375 ADNT ADIENT PLC ORD SHS Consumer Cyclical 4.0 $77.0 $19.25 +5.2%
376 IEUR ISHARES CORE MSCI EUROPE ETF 1.0 $45.0 $45.00 +74.3%
377 OCCIDENTAL PETE CORP WT EXP 080327 1.0 $30.0 $30.00
378 MBB ISHARES MBS ETF $19.0 NEW
Page 19 of 19  ·  378 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
Consumer Defensive 29.4%
Financial Services 20.0%
Technology 15.5%
Consumer Cyclical 12.1%
Industrials 7.4%
Healthcare 5.5%
Utilities 5.0%
Communication Services 2.3%
Energy 2.0%
Basic Materials 0.8%