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Portfolio (Quarterly) Guide ↗

Mission Financial Group, LLC

· CIK 0002113810
13F Portfolio $108M AUM 146 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2025 Q4 2021 · All 14 New 51 Added 50 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FIDELITY GREENWOOD STREET TR 36,532.0 $991K 0.92% NEW $27.13
2 XMMO INVESCO EXCHANGE TRADED FD T 2,472.0 $358K 0.33% NEW $145.02 +9.7%
3 LITE LUMENTUM HLDGS INC Technology 397.0 $279K 0.26% NEW $702.76 +25.9%
4 COP CONOCOPHILLIPS Energy 2,008.0 $265K 0.24% NEW $131.97 -5.6%
5 STRL STERLING INFRASTRUCTURE INC Industrials 605.0 $246K 0.23% NEW $407.27 +89.3%
6 HON HONEYWELL INTL INC Industrials 1,070.0 $242K 0.22% NEW $226.00 -3.9%
7 XLE SELECT SECTOR SPDR TR 3,690.0 $226K 0.21% NEW $61.26 -0.0%
8 KO COCA COLA CO Consumer Defensive 2,881.0 $219K 0.20% NEW $76.04 +6.8%
9 NFLX NETFLIX INC. Communication Services 2,226.0 $214K 0.20% NEW $96.13 -6.7%
10 ROBO EXCHANGE TRADED CONCEPTS TRU 3,078.0 $211K 0.19% NEW $68.42 +20.6%
11 FPWR FIRST TR EXCHANGE-TRADED FD 5,606.0 $209K 0.19% NEW $37.34 +0.0%
12 SMH VANECK ETF TRUST 537.0 $206K 0.19% NEW $383.21 +41.9%
13 RDW REDWIRE CORPORATION Industrials 15,850.0 $135K 0.12% NEW $8.50 +64.2%
14 XEROX HOLDINGS CORP 10,602.0 $959.0 0.00% NEW $0.09

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 30.2%
Financial Services 25.3%
Communication Services 9.6%
Consumer Cyclical 7.9%
Industrials 6.5%
Healthcare 6.4%
Consumer Defensive 6.3%
Energy 2.7%
Utilities 2.3%
Real Estate 1.9%