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Portfolio (Quarterly) Guide ↗

Private Wealth Partners, LLC

· CIK 0001335851
13F Portfolio $1.4B AUM 183 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 28 New 38 Added 85 Reduced 16 Exited
Page 10 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 COF CAPITAL ONE FINL CORP Financial Services 1,000.0 $201K 0.01% $200.62 +8.6%
182 NU NU HLDGS LTD Financial Services 13,900.0 $186K 0.01% $13.36 +9.1%
183 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 25,000.0 $42K 0.00% $1.68 -19.6%
Page 10 of 10  ·  183 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 37.2%
Financial Services 18.1%
Healthcare 17.0%
Communication Services 9.2%
Consumer Cyclical 7.2%
Energy 4.0%
Consumer Defensive 3.2%
Basic Materials 2.8%
Industrials 0.7%
Utilities 0.5%