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Portfolio (Quarterly) Guide ↗

BOK Financial Private Wealth, Inc.

· CIK 0001317348
13F Portfolio $1.9B AUM 792 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 792 New
Page 30 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 TRP TC ENERGY CORP Energy 43.0 $3K NEW $66.30 -5.3%
582 FSLR FIRST SOLAR INC Energy 12.0 $3K NEW $236.00 -13.1%
583 TECK TECK RESOURCES LTD Basic Materials 47.0 $3K NEW $59.47 +20.8%
584 CNMD CONMED CORP Healthcare 85.0 $3K NEW $32.74 +53.8%
585 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 38.0 $3K NEW $73.18 +9.1%
586 NMR NOMURA HLDGS INC Financial Services 312.0 $3K NEW $8.78 +14.5%
587 OKLO OKLO INC Utilities 52.0 $3K NEW $52.35 -20.9%
588 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 10.0 $3K NEW $272.00 -17.5%
589 TCOM TRIP COM GROUP LTD Consumer Cyclical 68.0 $3K NEW $39.85 +13.6%
590 NET CLOUDFLARE INC Technology 11.0 $3K NEW $245.36 +16.1%
591 TDG TRANSDIGM GROUP INC Industrials 2.0 $3K NEW $1332.50 -9.8%
592 AON AON PLC Financial Services 8.0 $3K NEW $331.75 +7.1%
593 NI NISOURCE INC Utilities 55.0 $3K NEW $47.56 -13.6%
594 AMERICA MOVIL SAB DE CV 100.0 $3K NEW $25.99
595 PRU PRUDENTIAL FINL INC Financial Services 24.0 $3K NEW $107.96 +11.3%
596 CLS CELESTICA INC Technology 7.0 $3K NEW $364.86 -15.2%
597 ETHA ISHARES ETHEREUM TR Financial Services 213.0 $3K NEW $11.89 +55.4%
598 A AGILENT TECHNOLOGIES INC Healthcare 19.0 $3K NEW $133.11 +14.7%
599 IRM IRON MTN INC DEL Real Estate 20.0 $3K NEW $126.35 -4.2%
600 OUSTER INC 40.0 $3K NEW $62.52
Page 30 of 40  ·  792 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
Financial Services 34.6%
Technology 29.3%
Consumer Cyclical 7.0%
Industrials 7.0%
Communication Services 6.5%
Healthcare 5.7%
Consumer Defensive 5.0%
Energy 2.0%
Basic Materials 1.5%
Real Estate 0.7%