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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
Page 4 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BGLD FIRST TR EXCHANGE-TRADED FD 28,615.0 $490K 0.45% -9K -22.9% $17.14 +0.1%
62 FTCS FIRST TR EXCHANGE-TRADED FD 5,237.0 $486K 0.45% -883.0 -14.4% $92.77 +0.9%
63 WELL WELLTOWER INC Real Estate 2,381.0 $471K 0.43% -43.0 -1.8% $197.74 +11.1%
64 QQQ INVESCO QQQ TR Financial Services 809.0 $467K 0.43% +16.0 +2.0% $576.90 +22.5%
65 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 19,108.0 $466K 0.43% +1K +7.5% $24.39 -0.8%
66 VEU VANGUARD INTL EQUITY INDEX F 6,200.0 $466K 0.43% -409.0 -6.2% $75.09 +7.9%
67 CENCORA INC 1,420.0 $446K 0.41% $314.22
68 DMAY FIRST TR EXCHNG TRADED FD VI 9,834.0 $442K 0.41% $44.93 +3.9%
69 NVS NOVARTIS AG Healthcare 2,862.0 $437K 0.40% -171.0 -5.6% $152.76 -1.0%
70 BUYW NORTHERN LTS FD TR IV 30,113.0 $424K 0.39% -3K -9.8% $14.08 +2.7%
71 WMT WALMART INC Consumer Defensive 3,348.0 $416K 0.38% +165.0 +5.2% $124.30 +7.3%
72 BA BOEING CO Industrials 2,047.0 $407K 0.38% $199.03 +9.5%
73 COF CAPITAL ONE FINL CORP Financial Services 2,204.0 $402K 0.37% -23.0 -1.0% $182.39 -1.1%
74 CGDV CAPITAL GROUP DIVIDEND VALUE 9,250.0 $394K 0.36% $42.54 +11.4%
75 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,025.0 $385K 0.36% +3K +43.8% $38.42 +13.8%
76 IEFA ISHARES TR 4,100.0 $371K 0.34% +249.0 +6.5% $90.54 +5.5%
77 MRK MERCK & CO INC Healthcare 3,082.0 $371K 0.34% +219.0 +7.7% $120.30 -4.8%
78 XLK SELECT SECTOR SPDR TR 2,762.0 $367K 0.34% -249.0 -8.3% $132.91 +31.4%
79 CAT CATERPILLAR INC Industrials 509.0 $361K 0.33% $708.99 +21.8%
80 XMMO INVESCO EXCHANGE TRADED FD T 2,472.0 $358K 0.33% NEW $145.02 +10.8%
Page 4 of 8  ·  146 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 30.2%
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%