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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 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HYG ISHARES TR 18,261.0 $1.5M 0.12% -91K -83.2% $79.56 +0.1%
22 BIL SPDR SERIES TRUST 14,418.0 $1.3M 0.11% -12K -44.5% $91.64 -0.0%
23 LQD ISHARES TR 12,112.0 $1.3M 0.11% -66K -84.5% $108.99 -2.8%
24 CION CION INVT CORP Financial Services 163,035.0 $1.1M 0.10% -66K -28.7% $6.84 +7.2%
25 RTX RTX CORPORATION Industrials 4,403.0 $849K 0.07% -57K -92.8% $192.92 +8.8%
26 TSLA TESLA INC Consumer Cyclical 2,237.0 $832K 0.07% -37.0 -1.6% $371.75 -2.4%
27 WMT WALMART INC Consumer Defensive 5,610.0 $697K 0.06% -53K -90.4% $124.28 -16.6%
28 GOOGL ALPHABET INC Communication Services 2,168.0 $624K 0.05% -14K -86.3% $287.60 +19.9%
29 SGOL ETFS GOLD TR Financial Services 10,796.0 $482K 0.04% -2K -15.7% $44.62 -1.5%
30 MMM 3M CO Industrials 3,171.0 $461K 0.04% -34K -91.4% $145.24 +23.2%
31 VCIT VANGUARD SCOTTSDALE FDS 4,265.0 $353K 0.03% -53.0 -1.2% $82.75 -2.1%
32 EIX EDISON INTL Utilities 4,595.0 $336K 0.03% -87K -95.0% $73.18 -2.2%
33 EFA ISHARES TR 2,463.0 $239K 0.02% -270K -99.1% $97.13 +11.4%
34 PLTR PALANTIR TECHNOLOGIES INC Technology 1,423.0 $208K 0.02% -23K -94.1% $146.28 +23.0%
35 TT TRANE TECHNOLOGIES PLC Industrials 499.0 $208K 0.02% -85.0 -14.6% $416.74 +8.8%
36 UPS UNITED PARCEL SVCS INC Industrials 2,039.0 $201K 0.02% -52K -96.2% $98.40 +3.7%
Page 2 of 2  ·  36 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%