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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 4 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VEU VANGUARD INTL EQUITY INDEX F 22,415.0 $1.9M 0.10% NEW $83.75 +2.8%
62 MU MICRON TECHNOLOGY INC Technology 1,618.0 $1.9M 0.10% NEW $1154.29 -19.2%
63 SCHD SCHWAB STRATEGIC TR 57,698.0 $1.8M 0.09% NEW $31.71 +10.7%
64 ITT ITT INC Industrials 9,182.0 $1.8M 0.09% NEW $198.15 +4.0%
65 JNJ JOHNSON & JOHNSON Healthcare 7,150.0 $1.8M 0.09% NEW $253.97 +7.5%
66 UNP UNION PAC CORP Industrials 6,410.0 $1.7M 0.09% NEW $272.00 +13.8%
67 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,366.0 $1.7M 0.09% NEW $501.84 +25.2%
68 PEP PEPSICO INC Consumer Defensive 12,452.0 $1.7M 0.09% NEW $135.40 +5.1%
69 DVY ISHARES TR 10,785.0 $1.7M 0.09% NEW $156.30 +5.0%
70 KEYS KEYSIGHT TECHNOLOGIES INC Technology 4,812.0 $1.7M 0.09% NEW $350.07 -8.6%
71 ECL ECOLAB INC Basic Materials 6,002.0 $1.7M 0.09% NEW $279.34 +3.7%
72 BND VANGUARD BD INDEX FDS 22,500.0 $1.7M 0.09% NEW $73.41 -1.0%
73 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 13,347.0 $1.6M 0.08% NEW $123.11 +31.4%
74 LOW LOWES COS INC Consumer Cyclical 7,299.0 $1.6M 0.08% NEW $220.49 -2.7%
75 INTU INTUIT Technology 5,262.0 $1.4M 0.07% NEW $261.00 +37.0%
76 AGG ISHARES TR 13,711.0 $1.4M 0.07% NEW $98.98 -1.0%
77 VIG VANGUARD SPECIALIZED FUNDS 5,288.0 $1.3M 0.06% NEW $236.62 +3.2%
78 XOM EXXON MOBIL CORP Energy 8,755.0 $1.2M 0.06% NEW $136.72 +17.5%
79 XYL XYLEM INC Industrials 9,846.0 $1.2M 0.06% NEW $118.21 -4.6%
80 CAT CATERPILLAR INC Industrials 1,081.0 $1.2M 0.06% NEW $1064.90 -23.8%
Page 4 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%