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Not Investment Advice
Asset Manager ← All Institutions

Newport Capital Group, LLC

Q1 2026 · Filed 2026-02-13
Market Value
$0
-100.0%
Holdings
93
-3
New Purchases
0
Added To
0
Closed
93
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 27 $0 0%
Large Cap 52 $0 0%
Mid Cap 10 $0 0%
Small Cap 3 $0 0%
Micro Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$499.3B
Median Market Cap
$56.1B
Avg P/E
39.4
Median P/E
27.8
Avg Dividend Yield
0.01%
Avg Beta
0.92
# Stocks
30
# ETFs / Funds
63

Top Holdings (93 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 COF —% -$246K -1,014 -100.0% SOLD
2 AJG —% -$13M -51,338 -100.0% SOLD
3 BLK —% -$574K -537 -100.0% SOLD
4 KO —% -$239K -3,422 -100.0% SOLD
5 PFS —% -$284K -14,369 -100.0% SOLD
6 CAT —% -$250K -436 -100.0% SOLD
7 JPM —% -$292K -905 -100.0% SOLD
8 V —% -$696K -1,985 -100.0% SOLD
9 LLY —% -$260K -242 -100.0% SOLD
10 AZO —% -$27K -10,176 -100.0% SOLD
11 MA —% -$1M -1,756 -100.0% SOLD
12 BND —% -$13M -168,953 -100.0% SOLD
13 SPDW —% -$969K -21,830 -100.0% SOLD
14 UNM —% -$344K -4,444 -100.0% SOLD
15 WIT —% -$86K -30,423 -100.0% SOLD
16 MFG —% -$80K -10,879 -100.0% SOLD
17 ASML —% -$221K -207 -100.0% SOLD
18 TSM —% -$576K -1,896 -100.0% SOLD
19 JEPQ —% -$1M -23,216 -100.0% SOLD
20 AMZN —% -$586K -2,539 -100.0% SOLD
21 BKNG —% -$54K -21,420 -100.0% SOLD
22 AAPL —% -$2M -7,284 -100.0% SOLD
23 IGF —% -$551K -8,975 -100.0% SOLD
24 JNJ —% -$745K -3,599 -100.0% SOLD
25 THRO —% -$1M -4,225 -100.0% SOLD
26 MBB —% -$1M -4,669 -100.0% SOLD
27 IAGG —% -$819K -2,372 -100.0% SOLD
28 META —% -$217K -328 -100.0% SOLD
29 BINC —% -$1M -2,440 -100.0% SOLD
30 DYNF —% -$4M -6,635 -100.0% SOLD
31 AVEM —% -$993K -5,528 -100.0% SOLD
32 SPMO —% -$1M -13,170 -100.0% SOLD
33 IWR —% -$2M -17,770 -100.0% SOLD
34 IVV —% -$4M -5,346 -100.0% SOLD
35 IWM —% -$8M -33,337 -100.0% SOLD
36 XOM —% -$331K -2,748 -100.0% SOLD
37 BSCU —% -$677K -40,033 -100.0% SOLD
38 VSS —% -$244K -1,704 -100.0% SOLD
39 VB —% -$530K -2,051 -100.0% SOLD
40 VEA —% -$11M -175,969 -100.0% SOLD
41 VONV —% -$220K -2,385 -100.0% SOLD
42 EEM —% -$1M -23,877 -100.0% SOLD
43 BSCR —% -$2M -82,409 -100.0% SOLD
44 BSCQ —% -$627K -32,049 -100.0% SOLD
45 AGG —% -$5M -50,686 -100.0% SOLD
46 JPST —% -$5M -99,200 -100.0% SOLD
47 IJH —% -$2M -28,569 -100.0% SOLD
48 MSFT —% -$2M -5,057 -100.0% SOLD
49 SPY —% -$291K -425 -100.0% SOLD
50 EFA —% -$2M -22,813 -100.0% SOLD
51 BSCT —% -$787K -41,800 -100.0% SOLD
52 VONG —% -$305K -2,503 -100.0% SOLD
53 AVGO —% -$501K -1,447 -100.0% SOLD
54 GOOGL —% -$2M -5,838 -100.0% SOLD
55 GOOG —% -$683K -2,178 -100.0% SOLD
56 IVE —% -$1M -5,640 -100.0% SOLD
57 IEMG —% -$2M -7,587 -100.0% SOLD
58 IJR —% -$334K -2,777 -100.0% SOLD
59 EFV —% -$3M -7,664 -100.0% SOLD
60 RWR —% -$257K -2,617 -100.0% SOLD
61 IUSB —% -$2M -2,162 -100.0% SOLD
62 QQQ —% -$318K -517 -100.0% SOLD
63 NVDA —% -$1M -7,731 -100.0% SOLD
64 SCHZ —% -$3M -1,069 -100.0% SOLD
65 VDE —% -$3M -20,284 -100.0% SOLD
66 TSLA —% -$360K -801 -100.0% SOLD
67 SHLD —% -$808K -6,629 -100.0% SOLD
68 VO —% -$478K -1,646 -100.0% SOLD
69 VCIT —% -$249K -2,968 -100.0% SOLD
70 VWO —% -$4M -73,266 -100.0% SOLD
71 VYM —% -$399K -2,780 -100.0% SOLD
72 XTEN —% -$2M -2,147 -100.0% SOLD
73 XYLD —% -$1M -27,500 -100.0% SOLD
74 BSCS —% -$718K -34,864 -100.0% SOLD
75 BAI —% -$2M -3,812 -100.0% SOLD
76 GLDM —% -$1M -3,807 -100.0% SOLD
77 IWF —% -$17M -36,588 -100.0% SOLD
78 MDY —% -$6M -10,284 -100.0% SOLD
79 JEPI —% -$2M -37,058 -100.0% SOLD
80 IWD —% -$15M -71,196 -100.0% SOLD
81 IEI —% -$4M -33,532 -100.0% SOLD
82 NVR —% -$22K -14,586 -100.0% SOLD
83 IVW —% -$3M -13,489 -100.0% SOLD
84 VGIT —% -$12M -205,867 -100.0% SOLD
85 XLG —% -$3M -6,500 -100.0% SOLD
86 BRK-B —% -$205K -407 -100.0% SOLD
87 VOO —% -$442K -701 -100.0% SOLD
88 VNQ —% -$1M -13,175 -100.0% SOLD
89 VYMI —% -$433K -4,807 -100.0% SOLD
90 GII —% -$2M -33,548 -100.0% SOLD
91 RXI —% -$230K -1,120 -100.0% SOLD
92 SPLG —% -$4M -6,702 -100.0% SOLD
93 QUAL —% -$2M -21,640 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
XOM —%
AJG —%
BLK —%
KO —%
PFS —%
CAT —%
JPM —%
V —%
LLY —%
AZO —%
MA —%
JNJ —%
COF —%
UNM —%
WIT —%
View SEC EDGAR Filings for Newport Capital Group, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms