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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 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EXEL EXELIXIS INC Healthcare 28,330.0 $1.5M 0.40% -20K -40.9% $54.41 +1.6%
22 COWG PACER FDS TR 36,304.0 $1.5M 0.38% -7K -15.6% $40.15 +1.1%
23 GLD SPDR GOLD TR Financial Services 3,763.0 $1.4M 0.36% -796.0 -17.5% $368.33 +14.7%
24 NFTY FIRST TR EXCH TRD ALPHDX FD 24,440.0 $1.3M 0.34% -9K -27.0% $53.80 +0.6%
25 FIX COMFORT SYS USA INC Industrials 637.0 $1.3M 0.33% -1K -70.0% $1983.25 -18.6%
26 AMG AFFILIATED MANAGERS GROUP Financial Services 3,649.0 $1.2M 0.32% -2K -35.5% $338.40 +9.5%
27 AYI ACUITY INC Industrials 3,205.0 $1.2M 0.32% -150.0 -4.5% $376.66 -9.3%
28 VCSH VANGUARD SCOTTSDALE FDS 15,042.0 $1.2M 0.31% -1K -7.9% $79.03 -0.4%
29 COWZ PACER FDS TR 18,671.0 $1.2M 0.30% -5K -22.6% $62.20 +15.9%
30 IYW ISHARES TR 4,595.0 $1.2M 0.30% -177.0 -3.7% $252.26 +0.6%
31 QQQM INVESCO EXCH TRADED FD TR II 3,692.0 $1.1M 0.29% -77.0 -2.0% $302.94 -2.0%
32 XLK SELECT SECTOR SPDR TR 5,702.0 $1.1M 0.28% -424.0 -6.9% $190.53 -1.0%
33 NXT NEXTPOWER INC Technology 8,180.0 $975K 0.26% -15K -65.0% $119.14 -24.8%
34 IBDR ISHARES TR 39,798.0 $964K 0.25% -22K -36.0% $24.23 +0.0%
35 CART MAPLEBEAR INC Consumer Cyclical 20,225.0 $958K 0.25% -1K -6.7% $47.35 +6.6%
36 META META PLATFORMS INC Communication Services 1,679.0 $946K 0.25% -888.0 -34.6% $563.31 +1.4%
37 VTV VANGUARD INDEX FDS 3,982.0 $868K 0.23% -75.0 -1.9% $217.93 +3.5%
38 RTX RTX CORPORATION Industrials 4,245.0 $805K 0.21% -81.0 -1.9% $189.72 +11.8%
39 APP APPLOVIN CORP Technology 1,539.0 $793K 0.21% -1K -44.9% $515.23 -39.3%
40 PLTR PALANTIR TECHNOLOGIES INC Technology 6,099.0 $712K 0.19% -856.0 -12.3% $116.67 +59.4%
Page 2 of 5  ·  84 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%