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Portfolio (Quarterly) Guide ↗

PRIVATE CLIENT SERVICES, LLC

· CIK 0001457005
13F Portfolio $381M AUM 229 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 82 Added 84 Reduced 16 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JAAA JANUS DETROIT STR TR 5,098.0 $257K 0.07% NEW $50.49 +0.4%
22 ETN EATON CORP PLC Industrials 578.0 $246K 0.07% NEW $426.13 -2.4%
23 ADI ANALOG DEVICES INC Technology 612.0 $243K 0.06% NEW $397.12 -5.7%
24 MAR MARRIOTT INTL INC NEW Consumer Cyclical 642.0 $238K 0.06% NEW $370.37 -4.5%
25 QTEC FIRST TR EXCHANGE-TRADED FD 710.0 $238K 0.06% NEW $334.69 -3.9%
26 CAH CARDINAL HEALTH INC Healthcare 943.0 $224K 0.06% NEW $237.55 -1.0%
27 VRT VERTIV HOLDINGS CO Industrials 653.0 $219K 0.06% NEW $335.01 -19.6%
28 UNP UNION PAC CORP Industrials 801.0 $218K 0.06% NEW $271.97 +13.1%
29 FTC FIRST TR EXCHANGE-TRADED ALP 1,100.0 $213K 0.06% NEW $193.80 -6.6%
30 GLW CORNING INC Technology 829.0 $212K 0.06% NEW $255.40 -40.2%
31 IEMG ISHARES INC 2,532.0 $210K 0.06% NEW $82.85 -0.5%
32 LIN LINDE PLC Basic Materials 397.0 $206K 0.05% NEW $518.98 -6.5%
33 SNDK SANDISK CORP Technology 90.0 $205K 0.05% NEW $2273.73 -34.7%
34 VOT VANGUARD INDEX FDS 665.0 $204K 0.05% NEW $306.51 +0.2%
35 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 211.0 $204K 0.05% NEW $965.07 -12.2%
36 IBM INTERNATIONAL BUSINESS MACHS Technology 718.0 $202K 0.05% NEW $281.31 -15.1%
37 LST MANAGED PORTFOLIO SERIES 4,319.0 $202K 0.05% NEW $46.73 +3.4%
Page 2 of 2  ·  37 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
Financial Services 35.6%
Technology 31.1%
Consumer Cyclical 7.8%
Industrials 6.9%
Healthcare 6.1%
Communication Services 4.7%
Consumer Defensive 3.7%
Utilities 1.8%
Energy 1.5%
Basic Materials 0.6%