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Portfolio (Quarterly) Guide ↗

GatePass Capital, LLC

· CIK 0002087399
13F Portfolio $263M AUM 189 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 189 New
Page 7 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JPIE J P MORGAN EXCHANGE TRADED F 9,550.0 $440K 0.17% NEW $46.05 -0.4%
122 VGT VANGUARD WORLD FD 3,631.0 $434K 0.17% NEW $119.52 +0.1%
123 CDW CDW CORP Technology 3,000.0 $422K 0.16% NEW $140.64 -4.0%
124 LRCX LAM RESEARCH CORP Technology 944.0 $409K 0.15% NEW $433.33 -25.6%
125 SLQT SELECTQUOTE INC Financial Services 481,400.0 $405K 0.15% NEW $0.84 -10.8%
126 ORCL ORACLE CORP Technology 2,676.0 $392K 0.15% NEW $146.55 -1.8%
127 SUNS SUNRISE RLTY TR INC Real Estate 49,100.0 $388K 0.15% NEW $7.90 -1.4%
128 PGR PROGRESSIVE CORP Financial Services 1,774.0 $388K 0.15% NEW $218.45 -5.1%
129 XLK SELECT SECTOR SPDR TR 2,020.0 $385K 0.15% NEW $190.52 -2.8%
130 VIG VANGUARD SPECIALIZED FUNDS 1,625.0 $385K 0.15% NEW $236.62 +3.4%
131 CHCI COMSTOCK HLDG COS INC Real Estate 23,840.0 $381K 0.14% NEW $15.99 +16.9%
132 TOPT ISHARES TR 11,515.0 $379K 0.14% NEW $32.92 +1.8%
133 AXP AMERICAN EXPRESS CO Financial Services 1,120.0 $379K 0.14% NEW $338.25 -0.2%
134 ET ENERGY TRANSFER L P Energy 19,500.0 $373K 0.14% NEW $19.12 +11.3%
135 PIMCO ETF TR 7,341.0 $362K 0.14% NEW $49.38
136 DUOT DUOS TECHNOLOGIES GROUP INC Technology 30,000.0 $360K 0.14% NEW $12.00 -5.0%
137 SCHD SCHWAB STRATEGIC TR 11,317.0 $359K 0.14% NEW $31.71 +8.9%
138 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 377.0 $353K 0.13% NEW $935.94 +3.4%
139 ACTG ACACIA RESH CORP Industrials 75,500.0 $352K 0.13% NEW $4.66 +0.1%
140 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 733.0 $350K 0.13% NEW $477.83 -13.6%
Page 7 of 10  ·  189 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 53.6%
Technology 23.6%
Industrials 10.5%
Consumer Cyclical 3.0%
Consumer Defensive 2.7%
Healthcare 2.1%
Communication Services 2.0%
Real Estate 1.0%
Energy 1.0%
Utilities 0.3%