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Portfolio (Quarterly) Guide ↗

Private Wealth Partners, LLC

· CIK 0001335851
13F Portfolio $1.4B AUM 171 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 15 New 35 Added 83 Reduced 13 Exited
Page 7 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GSLC GOLDMAN SACHS ETF TR 4,280.0 $567K 0.04% $132.37 +6.4%
122 NTRS NORTHERN TR CORP Financial Services 4,100.0 $560K 0.04% $136.59 +22.3%
123 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,235.0 $560K 0.04% $453.36 -5.1%
124 HELO J P MORGAN EXCHANGE TRADED F 8,000.0 $531K 0.04% $66.43 +2.0%
125 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,168.0 $521K 0.04% -85.0 -1.6% $100.89 -2.1%
126 MU MICRON TECHNOLOGY INC Technology 1,766.0 $504K 0.04% -9.0 -0.5% $285.35 +167.1%
127 NDAQ NASDAQ INC Financial Services 5,020.0 $488K 0.04% -3K -37.4% $97.13 -6.9%
128 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 5,900.0 $484K 0.03% -1K -15.1% $82.02 -21.6%
129 IYY ISHARES TR 2,820.0 $468K 0.03% $165.81 +8.7%
130 CLX CLOROX CO DEL Consumer Defensive 4,420.0 $446K 0.03% -270.0 -5.8% $100.83 -5.6%
131 STT STATE STR CORP Financial Services 3,370.0 $435K 0.03% -509.0 -13.1% $129.01 +19.4%
132 OKLO OKLO INC Utilities 6,000.0 $431K 0.03% NEW $71.76 -9.3%
133 D DOMINION ENERGY INC Utilities 7,200.0 $422K 0.03% +155.0 +2.2% $58.59 +16.6%
134 KLAC KLA CORP Technology 300.0 $365K 0.03% $1215.08 +51.6%
135 XLV SELECT SECTOR SPDR TR 2,264.0 $350K 0.03% -567.0 -20.0% $154.77 -4.3%
136 VO VANGUARD INDEX FDS 1,188.0 $345K 0.02% $290.27 -73.3%
137 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,335.0 $343K 0.02% $257.23 -14.4%
138 IWD ISHARES TR 1,509.0 $317K 0.02% $210.34 +11.6%
139 NNE NANO NUCLEAR ENERGY INC Industrials 13,100.0 $315K 0.02% NEW $24.01 +4.5%
140 LRCX LAM RESEARCH CORP Technology 1,820.0 $312K 0.02% +130.0 +7.7% $171.18 +76.6%
Page 7 of 9  ·  171 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 33.9%
Financial Services 18.1%
Healthcare 17.6%
Communication Services 11.6%
Consumer Cyclical 6.7%
Energy 3.9%
Consumer Defensive 3.1%
Industrials 2.6%
Basic Materials 1.9%
Utilities 0.5%