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Portfolio (Quarterly) Guide ↗

PRIVATE CLIENT SERVICES, LLC

· CIK 0001457005
13F Portfolio $334M AUM 208 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New 98 Added 45 Reduced 23 Exited
Page 4 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 APP APPLOVIN CORP Technology 2,793.0 $1.1M 0.33% NEW $398.00 +29.2%
62 TYA SIMPLIFY EXCHANGE TRADED FUN 83,920.0 $1.1M 0.33% +6K +8.0% $13.13 -3.4%
63 INOV INNOVATOR ETFS TRUST 31,708.0 $1.1M 0.33% NEW $34.69 +5.2%
64 HON HONEYWELL INTL INC Industrials 4,826.0 $1.1M 0.33% NEW $226.04 +2.5%
65 PLTR PALANTIR TECHNOLOGIES INC Technology 6,955.0 $1.0M 0.30% -776.0 -10.0% $146.28 -6.6%
66 AZZ AZZ INC Industrials 8,101.0 $1.0M 0.30% -333.0 -4.0% $125.13 +13.1%
67 IAU ISHARES GOLD TR Financial Services 10,680.0 $942K 0.28% +321.0 +3.1% $88.16 -3.8%
68 AYI ACUITY INC Industrials 3,355.0 $940K 0.28% +560.0 +20.0% $280.22 +6.2%
69 QQQM INVESCO EXCH TRADED FD TR II 3,769.0 $896K 0.27% +387.0 +11.4% $237.65 +26.5%
70 IYW ISHARES TR 4,772.0 $866K 0.26% $181.44 +36.4%
71 JEPQ J P MORGAN EXCHANGE TRADED F 15,569.0 $864K 0.26% +10K +160.3% $55.52 +9.1%
72 RTX RTX CORPORATION Industrials 4,326.0 $834K 0.25% +975.0 +29.1% $192.89 -7.2%
73 RDVY FIRST TR EXCHANGE TRADED FD 12,125.0 $828K 0.25% +4K +51.8% $68.28 +11.9%
74 XLK SELECT SECTOR SPDR TR 6,126.0 $814K 0.24% -288.0 -4.5% $132.89 +39.4%
75 CART MAPLEBEAR INC Consumer Cyclical 21,673.0 $812K 0.24% +3K +17.7% $37.46 +8.2%
76 VTV VANGUARD INDEX FDS 4,057.0 $796K 0.24% +33.0 +0.8% $196.20 +8.1%
77 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 32,585.0 $795K 0.24% $24.39 +1.4%
78 CRUS CIRRUS LOGIC INC Technology 5,445.0 $787K 0.23% NEW $144.62 +23.3%
79 SHY ISHARES TR 9,458.0 $781K 0.23% -48K -83.4% $82.57 -0.4%
80 XOM EXXON MOBIL CORP Energy 4,588.0 $778K 0.23% -3K -40.1% $169.67 -8.7%
Page 4 of 11  ·  208 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 32.4%
Technology 26.2%
Communication Services 10.1%
Industrials 8.5%
Healthcare 7.4%
Consumer Cyclical 6.4%
Consumer Defensive 4.6%
Energy 1.9%
Utilities 1.3%
Basic Materials 0.7%