Bullock Wealth Management Group
Bullock Wealth Management Group reported 621 positions worth $199.4M as of March 31, 2026 (13F filed September 10, 2026). Largest holding: PTLC (13.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PTLC | SH | $26.2M | 13.15% | 498,289 | — | — | |
| ▸ 2 | NVDA | SH | $10.8M | 5.40% | 61,221 | — | — | |
| ▸ 3 | PTNQ | SH | $6.7M | 3.36% | 91,257 | — | — | |
| ▸ 4 | PTIN | SH | $6.6M | 3.32% | 199,815 | — | — | |
| ▸ 5 | PTMC | SH | $4.9M | 2.46% | 132,939 | — | — | |
| ▸ 6 | MSFT | SH | $4.1M | 2.04% | 10,994 | — | — | |
| ▸ 7 | COWZ | SH | $3.5M | 1.74% | 55,526 | — | — | |
| ▸ 8 | AAPL | SH | $3.2M | 1.63% | 12,689 | — | — | |
| ▸ 9 | LLY | SH | $3.0M | 1.49% | 3,107 | — | — | |
| ▸ 10 | RSPT | SH | $2.9M | 1.47% | 64,072 | — | — |
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Frequently Asked Questions
What stocks does Bullock Wealth Management Group hold as of Q1 2026?
Bullock Wealth Management Group reported 621 positions worth $199.4M in its Q1 2026 13F filing. Largest positions: PTLC (13.2%), NVDA (5.4%), PTNQ (3.4%), PTIN (3.3%) and PTMC (2.5%).
What did Bullock Wealth Management Group buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Bullock Wealth Management Group sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.