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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  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 INSM INSMED INC Healthcare 5,248 $913K 0.08% SOLD
42 DFCF DIMENSIONAL ETF TRUST 19,924 $848K 0.08% SOLD
43 VIG VANGUARD SPECIALIZED FUNDS 3,629 $798K 0.07% SOLD
44 VOO VANGUARD INDEX FDS 691 $433K 0.04% SOLD
45 SATS ECHOSTAR CORP Technology 2,993 $325K 0.03% SOLD
46 ROIV ROIVANT SCIENCES LTD Healthcare 14,775 $321K 0.03% SOLD
47 ELAN ELANCO ANIMAL HEALTH INC Healthcare 13,936 $315K 0.03% SOLD
48 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 3,171 $241K 0.02% SOLD
49 IVV ISHARES TR 329 $225K 0.02% SOLD
50 XLK SELECT SECTOR SPDR TR 1,522 $219K 0.02% SOLD
Page 3 of 3  ·  50 positions
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%