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Portfolio (Quarterly) Guide ↗

PINKERTON WEALTH, LLC

· CIK 0001536446
13F Portfolio $1.2B AUM 103 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 43 Added 36 Reduced 50 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PM PHILIP MORRIS INTL INC Consumer Defensive 1,475.0 $244K 0.02% +153.0 +11.6% $165.34 +13.8%
42 IBM INTERNATIONAL BUSINESS MACHS Technology 987.0 $239K 0.02% +54.0 +5.8% $242.51 -2.8%
43 ZION ZIONS BANCORPORATION NATL AS Financial Services 4,030.0 $232K 0.02% +26.0 +0.7% $57.61 +18.3%
Page 3 of 3  ·  43 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 36.7%
Technology 15.5%
Healthcare 12.0%
Energy 10.5%
Consumer Cyclical 5.8%
Consumer Defensive 5.1%
Communication Services 4.7%
Industrials 4.5%
Utilities 3.6%
Real Estate 1.5%