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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 6 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RIOT RIOT PLATFORMS INC Financial Services 1,500.0 $41K 0.02% -400.0 -21.1% $27.38 -30.9%
102 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 790.0 $40K 0.02% -205.0 -20.6% $51.26 -2.1%
103 DHR DANAHER CORP Healthcare 206.0 $39K 0.02% -887.0 -81.2% $190.48 +4.8%
104 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 408.0 $36K 0.02% -149.0 -26.8% $87.96 +2.7%
105 DGRO ISHARES CORE DIVIDEND GROWTH ETF 473.0 $36K 0.02% -77.0 -14.0% $75.77 +5.2%
106 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 795.0 $33K 0.01% -134.0 -14.4% $41.42 +7.6%
107 AXON AXON ENTERPRISE INC Industrials 58.0 $33K 0.01% -14.0 -19.4% $560.60 +10.6%
108 NUE NUCOR CORP Basic Materials 140.0 $31K 0.01% -28.0 -16.7% $222.75 +18.6%
109 TSCO TRACTOR SUPPLY CO Consumer Cyclical 902.0 $29K 0.01% -37K -97.6% $31.61 +9.8%
110 FSK FS KKR CAPITAL CORP Financial Services 2,611.0 $27K 0.01% -770.0 -22.8% $10.50 +13.4%
111 SMTC SEMTECH CORP Technology 167.0 $27K 0.01% -58.0 -25.8% $161.85 -16.4%
112 TXT TEXTRON INC Industrials 288.0 $26K 0.01% -72.0 -20.0% $91.73 -5.0%
113 VST VISTRA CORP Utilities 160.0 $25K 0.01% -45.0 -21.9% $158.63 -11.4%
114 BKSY BLACKSKY TECHNOLOGY INC Technology 900.0 $25K 0.01% -513.0 -36.3% $27.92 +3.7%
115 APLD APPLIED DIGITAL CORP Technology 666.0 $25K 0.01% -587.0 -46.9% $37.30 -23.6%
116 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 250.0 $25K 0.01% -31.0 -11.0% $98.20 +5.9%
117 SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 821.0 $22K 0.01% -20.0 -2.4% $26.23 -4.8%
118 STZ CONSTELLATION BRANDS INCCLASS A Consumer Defensive 143.0 $20K 0.01% -56.0 -28.1% $139.09 -5.8%
119 LMND LEMONADE INC Financial Services 302.0 $20K 0.01% -230.0 -43.2% $65.05 -23.0%
120 ORA ORMAT TECHNOLOGIES INC Utilities 180.0 $20K 0.01% -37.0 -17.1% $108.90 +0.7%
Page 6 of 10  ·  199 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%