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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 6 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BMRC BANK MARIN BANCORP Financial Services 36,983.0 $898K 0.06% NEW $24.28 +8.1%
102 BKR BAKER HUGHES COMPANY Energy 18,350.0 $894K 0.06% NEW $48.72 +35.1%
103 COP CONOCOPHILLIPS Energy 9,400.0 $889K 0.06% NEW $94.59 +27.4%
104 ACN ACCENTURE PLC IRELAND Technology 3,585.0 $884K 0.06% NEW $246.60 -27.9%
105 ANET ARISTA NETWORKS INC Technology 5,922.0 $863K 0.06% NEW $145.71 +2.0%
106 BA BOEING CO Industrials 3,909.0 $844K 0.06% NEW $215.83 +1.8%
107 XOM EXXON MOBIL CORP Energy 7,053.0 $795K 0.06% NEW $112.75 +38.6%
108 XLK SELECT SECTOR SPDR TR 2,817.0 $794K 0.06% NEW $281.86 -36.6%
109 IBM INTERNATIONAL BUSINESS MACHS Technology 2,760.0 $779K 0.06% NEW $282.16 -10.3%
110 BERKSHIRE HATHAWAY INC DEL 1.0 $754K 0.05% NEW $754200.00
111 NDAQ NASDAQ INC Financial Services 8,020.0 $709K 0.05% NEW $88.45 +2.2%
112 GILD GILEAD SCIENCES INC Healthcare 6,000.0 $666K 0.05% NEW $111.00 +17.6%
113 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,253.0 $653K 0.05% NEW $124.34 -20.6%
114 IJH ISHARES TR 9,898.0 $646K 0.05% NEW $65.26 +11.7%
115 ACI ALBERTSONS COS INC Consumer Defensive 36,830.0 $645K 0.05% NEW $17.51 -7.1%
116 ISRG INTUITIVE SURGICAL INC Healthcare 1,404.0 $628K 0.04% NEW $447.23 -1.7%
117 IEFA ISHARES TR 7,081.0 $618K 0.04% NEW $87.31 +11.4%
118 CLX CLOROX CO DEL Consumer Defensive 4,690.0 $578K 0.04% NEW $123.30 -22.8%
119 VLTO VERALTO CORP Industrials 5,320.0 $567K 0.04% NEW $106.61 -19.2%
120 BAC BANK AMERICA CORP Financial Services 10,814.0 $558K 0.04% NEW $51.59 -0.2%
Page 6 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%