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Portfolio (Quarterly) Guide ↗

Private Wealth Partners, LLC

· CIK 0001335851
13F Portfolio $1.4B AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 169 New
Page 8 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AEM AGNICO EAGLE MINES LTD Basic Materials 1,820.0 $307K 0.02% NEW $168.56 +5.5%
142 MU MICRON TECHNOLOGY INC Technology 1,775.0 $297K 0.02% NEW $167.28 +355.6%
143 SBUX STARBUCKS CORP Consumer Cyclical 3,410.0 $288K 0.02% NEW $84.59 +25.9%
144 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,950.0 $268K 0.02% NEW $45.10 +32.0%
145 TT TRANE TECHNOLOGIES PLC Industrials 620.0 $262K 0.02% NEW $421.96 +7.0%
146 IUSG ISHARES TR 1,588.0 $261K 0.02% NEW $164.54 +13.4%
147 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,000.0 $259K 0.02% NEW $259.44 +24.4%
148 VOX VANGUARD WORLD FD 1,359.0 $255K 0.02% NEW $187.73 +4.3%
149 PYPL PAYPAL HLDGS INC Financial Services 3,790.0 $254K 0.02% NEW $67.06 -33.8%
150 BDX BECTON DICKINSON & CO Healthcare 1,329.0 $249K 0.02% NEW $187.17 -21.9%
151 AMGN AMGEN INC Healthcare 870.0 $246K 0.02% NEW $282.20 +19.6%
152 NOW SERVICENOW INC Technology 265.0 $244K 0.02% NEW $920.28 -89.2%
153 SKYY FIRST TR EXCHANGE TRADED FD 1,791.0 $241K 0.02% NEW $134.42 -3.5%
154 BINC BLACKROCK ETF TRUST II 4,500.0 $240K 0.02% NEW $53.24 -2.0%
155 UBER UBER TECHNOLOGIES INC Technology 2,442.0 $239K 0.02% NEW $97.97 -23.9%
156 TBF PROSHARES TR 10,000.0 $237K 0.02% NEW $23.72 +5.3%
157 SNPS SYNOPSYS INC Technology 479.0 $236K 0.02% NEW $493.39 +1.1%
158 NVS NOVARTIS AG Healthcare 1,812.0 $232K 0.02% NEW $128.24 +18.3%
159 LRCX LAM RESEARCH CORP Technology 1,690.0 $226K 0.02% NEW $133.90 +125.7%
160 NU NU HLDGS LTD Financial Services 13,900.0 $223K 0.02% NEW $16.01 -17.8%
Page 8 of 9  ·  169 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
Technology 36.3%
Financial Services 18.3%
Healthcare 17.0%
Communication Services 9.9%
Consumer Cyclical 7.7%
Energy 4.0%
Consumer Defensive 3.4%
Industrials 2.4%
Basic Materials 0.6%
Utilities 0.5%