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Portfolio (Quarterly) Guide ↗

Strive Financial Group ,LLC

· CIK 0002090040
13F Portfolio $230M AUM 854 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 217 New 174 Added 199 Reduced
Page 4 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GILD GILEAD SCIENCES INC Healthcare 2,213.0 $280K 0.12% +2K +442.4% $126.34 +16.8%
62 PHM PULTEGROUP INC Consumer Cyclical 1,965.0 $270K 0.12% +2K +448.9% $137.21 -4.8%
63 EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF 5,894.0 $268K 0.12% +201.0 +3.5% $45.41 +5.6%
64 VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 1,676.0 $265K 0.12% +323.0 +23.9% $158.00 +4.6%
65 MKL MARKEL GROUP INC Financial Services 134.0 $262K 0.11% +25.0 +22.9% $1953.01 -8.1%
66 AWK AMERICAN WTR WKS CO INC Utilities 1,984.0 $261K 0.11% +389.0 +24.4% $131.58 +5.4%
67 VRTX VERTEX PHARMACEUTICALS I Healthcare 525.0 $261K 0.11% +412.0 +364.6% $496.73 +11.1%
68 VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES 3,620.0 $258K 0.11% +355.0 +10.9% $71.25 +2.2%
69 VRSN VERISIGN INC Technology 1,009.0 $254K 0.11% +159.0 +18.7% $251.56 +8.5%
70 CSX CSX CORP Industrials 5,316.0 $253K 0.11% +32.0 +0.6% $47.53 +6.6%
71 WTFC WINTRUST FINL CORP Financial Services 1,510.0 $243K 0.10% +1K +441.2% $160.72 -4.5%
72 FOUR SHIFT4 PMTS INC CLASS A Technology 4,944.0 $240K 0.10% +5K +8728.6% $48.64 -3.1%
73 TMUS T-MOBILE US INC Communication Services 1,416.0 $238K 0.10% +1K +356.8% $167.73 +8.7%
74 KVUE KENVUE INC Consumer Defensive 12,263.0 $234K 0.10% +5K +66.7% $19.11 +0.1%
75 PFE PFIZER INC Healthcare 9,474.0 $228K 0.10% +2K +20.2% $24.08 +17.3%
76 NI NISOURCE INC Utilities 4,780.0 $227K 0.10% +4K +673.5% $47.55 -12.5%
77 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 6,714.0 $225K 0.10% +6K +1916.2% $33.46 -0.8%
78 VB VANGUARD SMALL-CAP INDEXFUND ETF SHARES 726.0 $220K 0.10% +359.0 +97.8% $303.12 +0.9%
79 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 2,380.0 $218K 0.10% +2K +1850.8% $91.64 -0.1%
80 FCFS FIRSTCASH HLDGS INC Financial Services 1,000.0 $216K 0.09% +30.0 +3.1% $216.32 -2.0%
Page 4 of 9  ·  174 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 30.6%
Communication Services 22.7%
Healthcare 11.4%
Consumer Cyclical 9.9%
Financial Services 9.3%
Consumer Defensive 6.3%
Industrials 6.0%
Energy 2.1%
Utilities 1.0%
Basic Materials 0.4%