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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 9 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SNPS SYNOPSYS INC Technology 465.0 $218K 0.01% -14.0 -2.9% $469.72 +6.2%
162 EXPD EXPEDITORS INTL WASH INC Industrials 1,450.0 $216K 0.01% NEW $149.01 +5.5%
163 KO COCA COLA CO Consumer Defensive 3,052.0 $213K 0.01% $69.91 +16.1%
164 UBER UBER TECHNOLOGIES INC Technology 2,592.0 $212K 0.01% +150.0 +6.1% $81.71 -8.7%
165 SBUX STARBUCKS CORP Consumer Cyclical 2,452.0 $207K 0.01% -958.0 -28.1% $84.22 +26.5%
166 VOX VANGUARD WORLD FD 1,059.0 $205K 0.01% -300.0 -22.1% $193.63 +1.2%
167 VYM VANGUARD WHITEHALL FDS 1,423.0 $204K 0.01% $143.52 +9.6%
168 JLL JONES LANG LASALLE INC Real Estate 600.0 $202K 0.01% NEW $336.47 -12.9%
169 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 25,000.0 $47K 0.00% NEW $1.87 -33.2%
170 ACI PUT ALBERTSONS COS INC Consumer Defensive 65,000.0 $28K 0.00% -25K -27.8% $0.42 +3728.2%
171 NVDA PUT NVIDIA CORPORATION Technology 10,000.0 $9K 0.00% NEW $0.91 +24155.2%
Page 9 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%