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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 4 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AZZ AZZ INC Industrials 2,652.0 $411K 0.11% -5K -67.3% $155.05 -10.8%
62 CSCO CISCO SYS INC Technology 3,388.0 $398K 0.10% -336.0 -9.0% $117.46 -6.4%
63 DIA STATE STR SPDR DOW JONES IND Financial Services 741.0 $387K 0.10% -157.0 -17.5% $522.20 +2.5%
64 IJH ISHARES TR 4,840.0 $373K 0.10% -167.0 -3.3% $77.11 -1.8%
65 NYT NEW YORK TIMES CO MTN BE Communication Services 5,010.0 $351K 0.09% -12K -69.8% $69.98 -2.6%
66 MRK MERCK & CO INC Healthcare 2,704.0 $347K 0.09% -81.0 -2.9% $128.48 +15.5%
67 FDT FIRST TR EXCH TRD ALPHDX FD 3,623.0 $343K 0.09% -339.0 -8.6% $94.68 +1.6%
68 FTA FIRST TR EXCHANGE-TRADED ALP 3,486.0 $337K 0.09% -43.0 -1.2% $96.80 +6.8%
69 MCK MCKESSON CORP Healthcare 433.0 $327K 0.09% -53.0 -10.9% $754.94 +18.3%
70 MPC MARATHON PETE CORP Energy 1,234.0 $316K 0.08% -34.0 -2.7% $255.72 +44.2%
71 SPYM SPDR SERIES TRUST 3,515.0 $309K 0.08% -211.0 -5.7% $87.88 +3.1%
72 CRUS CIRRUS LOGIC INC Technology 2,015.0 $299K 0.08% -3K -63.0% $148.53 -27.0%
73 IJR ISHARES TR 2,009.0 $298K 0.08% -183.0 -8.3% $148.32 -1.8%
74 VXUS VANGUARD STAR FDS 3,444.0 $294K 0.08% -354.0 -9.3% $85.49 +2.4%
75 LMBS FIRST TR EXCHANGE-TRADED FD 5,728.0 $285K 0.07% -429.0 -7.0% $49.78 -0.5%
76 FMF FIRST TR EXCHANGE-TRADED FD 5,617.0 $282K 0.07% -461.0 -7.6% $50.12 +0.4%
77 TCAF T ROWE PRICE ETF INC 6,836.0 $281K 0.07% -580.0 -7.8% $41.10 +4.2%
78 FIXD FIRST TR EXCHNG TRADED FD VI 6,316.0 $275K 0.07% -3K -33.3% $43.61 -1.7%
79 SHV ISHARES TR 2,203.0 $243K 0.06% -424.0 -16.1% $110.36 -0.0%
80 QYLD GLOBAL X FDS 12,876.0 $237K 0.06% -1K -8.6% $18.43 -0.9%
Page 4 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%