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Portfolio (Quarterly) Guide ↗

Trask Adam Roland

· CIK 0002109050
13F Portfolio $105.7B AUM 190 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 190 New
Page 8 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GDX VANECK ETF TRUST 250.0 $23K 0.02% NEW $91.77 -4.8%
142 ETHU VOLATILITY SHS TR 1,016.0 $23K 0.02% NEW $22.35 +8.5%
143 SOXX ISHARES TR 69.0 $23K 0.02% NEW $328.67 +54.9%
144 KR KROGER CO Consumer Defensive 300.0 $22K 0.02% NEW $72.36 -7.7%
145 DOV DOVER CORP Industrials 100.0 $21K 0.02% NEW $208.45 +2.8%
146 BA BOEING CO Industrials 100.0 $20K 0.02% NEW $199.03 +10.8%
147 BNDS SERIES PORTFOLIOS TR 400.0 $20K 0.02% NEW $49.66 +2.7%
148 IDGT ISHARES TR 200.0 $20K 0.02% NEW $97.79 +19.6%
149 ITW ILLINOIS TOOL WKS INC Industrials 75.0 $20K 0.02% NEW $260.29 -3.7%
150 OTIS OTIS WORLDWIDE CORP Industrials 250.0 $19K 0.02% NEW $77.08 -5.2%
151 WTFC WINTRUST FINL CORP Financial Services 138.0 $19K 0.02% NEW $138.94 +5.4%
152 SCHO SCHWAB STRATEGIC TR 755.0 $18K 0.02% NEW $24.27 -0.6%
153 SPFF GLOBAL X FDS 2,000.0 $18K 0.02% NEW $8.89 +5.8%
154 DXYZ DESTINY TECH100 INC 640.0 $17K 0.02% NEW $26.78 +70.0%
155 FXD FIRST TR EXCHANGE-TRADED FD 175.0 $16K 0.01% NEW $92.76 -31.8%
156 FTC FIRST TR EXCHANGE-TRADED ALP 100.0 $15K 0.01% NEW $154.14 +14.1%
157 PAVE GLOBAL X FDS 300.0 $15K 0.01% NEW $50.81 +9.1%
158 SKYY FIRST TR EXCHANGE-TRADED FD 139.0 $15K 0.01% NEW $109.36 +17.5%
159 AXP AMERICAN EXPRESS CO Financial Services 50.0 $15K 0.01% NEW $302.48 +3.6%
160 AFRM AFFIRM HLDGS INC Technology 300.0 $14K 0.01% NEW $45.82 +43.6%
Page 8 of 10  ·  190 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 22.7%
Healthcare 22.7%
Industrials 11.8%
Energy 9.3%
Utilities 8.9%
Consumer Cyclical 7.6%
Communication Services 5.6%
Financial Services 5.4%
Consumer Defensive 3.7%
Basic Materials 2.1%