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Bush Investment Group Portfolio holdings

AUM $183M
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
-1.4%
1 Year Est. Return
+19.09%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$183M
AUM Growth
+$4.3M
Cap. Flow
+$7.35M
Cap. Flow %
4.01%
Top 10 Hldgs %
70.78%
Holding
42
New
4
Increased
25
Reduced
5
Closed
4

Top Buys

Rank Stock Value
1
CORO
iShares International Country Rotation Active ETF
CORO
+$2.83M
2
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.65M
3
SHLD icon
Global X Defense Tech ETF
SHLD
+$2.49M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.61M
5
BLCR icon
BlackRock Large Cap Core ETF
BLCR
+$1.45M

Top Sells

Rank Stock Value
1
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$4.14M
2
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$3.81M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.29M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.39M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$325K

Sector Composition

Rank Sector Weight
1 Technology 1.07%
2 Utilities 0.82%
3 Financials 0.5%
4 Consumer Discretionary 0.4%
5 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SO icon
26
Southern Company
SO
$107B
$1.51M 0.82%
15,612
-49
-0.3% -$4.53K
AAPL icon
27
Apple
AAPL
$4.58T
$1.48M 0.81%
5,846
– –
MBB icon
28
iShares MBS ETF
MBB
$39.1B
$1.4M 0.77%
14,761
+1,330
+10% +$127K
BLCR icon
29
BlackRock Large Cap Core ETF
BLCR
$6.64B
$1.39M 0.76%
+33,944
New +$1.45M
GOVT icon
30
iShares US Treasury Bond ETF
GOVT
$43.6B
$1.32M 0.72%
+57,748
New +$1.33M
IAGG icon
31
iShares Core International Aggregate Bond Fund
IAGG
$11B
$1.01M 0.55%
20,192
+1,895
+10% +$95.2K
AFL icon
32
Aflac
AFL
$63B
$910K 0.5%
8,295
+45
+0.5% +$4.99K
LOW icon
33
Lowe's Companies
LOW
$125B
$738K 0.4%
3,122
– –
BINC icon
34
BlackRock Flexible Income ETF
BINC
$16.1B
$687K 0.38%
13,233
-2,044
-13% -$108K
IVV icon
35
iShares Core S&P 500 ETF
IVV
$901B
$660K 0.36%
1,011
+478
+90% +$326K
NVDA icon
36
NVIDIA
NVDA
$5.38T
$469K 0.26%
2,687
– –
IEMG icon
37
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$455K 0.25%
6,520
-31,668
-83% -$2.29M
GPN icon
38
Global Payments
GPN
$23.2B
$282K 0.15%
4,194
– –
BAC icon
39
Bank of America
BAC
$440B
– –
-5,792
Closed -$319K
EMB icon
40
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
– –
-3,374
Closed -$325K
GLD icon
41
SPDR Gold Trust
GLD
$141B
– –
-522
Closed -$207K
XLG icon
42
Invesco S&P 500 Top 50 ETF
XLG
$11B
– –
-64,332
Closed -$3.81M
1
2

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MCM
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RMC
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Bush Investment Group's Q1 2026 Portfolio in Review

As of Q1 2026, Bush Investment Group held 42 positions worth $183M, up 2.4% from $179M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Bush Investment Group deployed $7.35M of net new capital in Q1 2026, opening 4 new positions and adding to 25 existing holdings. Its largest new stake was iShares International Country Rotation Active ETF: 85,978 shares worth $2.76M.

By sector, the portfolio is most concentrated in Technology at 1.1% of assets, down from 1.2% a quarter earlier, followed by Utilities and Financials.

On the sell side, the largest reduction was SPDR Gold MiniShares Trust, an estimated $4.14M trimmed.

  • Bush Investment Group's largest Q1 2026 buy was iShares International Country Rotation Active ETF: 85,978 shares worth $2.76M.
  • Bush Investment Group added most to Global X Defense Tech ETF in Q1 2026, an estimated $2.49M increase.
  • Bush Investment Group's biggest Q1 2026 reduction was SPDR Gold MiniShares Trust, cutting an estimated $4.14M.
  • Bush Investment Group fully exited Invesco S&P 500 Top 50 ETF in Q1 2026, selling an estimated $3.81M.
  • Bush Investment Group's ten largest holdings make up 71% of its $183M portfolio in Q1 2026.
  • Bush Investment Group opened 4 new positions and closed 4 in Q1 2026.
  • Bush Investment Group's portfolio value rose 2.4% quarter-over-quarter to $183M.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.