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Portfolio (Quarterly) Guide ↗

PINKERTON WEALTH, LLC

· CIK 0001536446
13F Portfolio $976M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 138 New
Page 2 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHB SCHWAB STRATEGIC TR 300,635.0 $7.9M 0.81% NEW $26.23 +10.9%
22 HYG ISHARES TR 90,591.0 $7.3M 0.75% NEW $80.63 -0.6%
23 SCHD SCHWAB STRATEGIC TR 265,780.0 $7.3M 0.75% NEW $27.43 +18.8%
24 AAPL APPLE INC Technology 26,696.0 $7.3M 0.74% NEW $271.86 +14.4%
25 LQD ISHARES TR 64,575.0 $7.1M 0.73% NEW $110.19 -0.9%
26 JPM JPMORGAN CHASE & CO. Financial Services 21,675.0 $7.0M 0.72% NEW $322.22 -8.1%
27 C CITIGROUP INC Financial Services 59,480.0 $6.9M 0.71% NEW $116.69 +6.3%
28 SPMD SPDR SERIES TRUST 117,010.0 $6.8M 0.69% NEW $57.91 +12.8%
29 DFAS DIMENSIONAL ETF TRUST 95,894.0 $6.7M 0.69% NEW $69.67 +13.3%
30 ABBV ABBVIE INC Healthcare 29,158.0 $6.7M 0.68% NEW $228.49 -4.5%
31 WMT WALMART INC Consumer Defensive 59,016.0 $6.6M 0.67% NEW $111.41 +6.1%
32 ASTRAZENECA PLC 70,033.0 $6.4M 0.66% NEW $91.93
33 MRK MERCK & CO INC Healthcare 60,900.0 $6.4M 0.66% NEW $105.26 +13.4%
34 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 19,966.0 $6.1M 0.62% NEW $303.89 +39.3%
35 IGSB ISHARES TR 113,790.0 $6.0M 0.62% NEW $52.88 -0.8%
36 MMM 3M CO Industrials 37,530.0 $6.0M 0.62% NEW $160.10 -5.4%
37 XOM EXXON MOBIL CORP Energy 49,542.0 $6.0M 0.61% NEW $120.34 +22.3%
38 AMGN AMGEN INC Healthcare 17,885.0 $5.9M 0.60% NEW $327.31 +2.8%
39 BK BANK NEW YORK MELLON CORP Financial Services 48,713.0 $5.7M 0.58% NEW $116.09 +20.5%
40 PSX PHILLIPS 66 Energy 43,288.0 $5.6M 0.57% NEW $129.04 +36.9%
Page 2 of 7  ·  138 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 35.5%
Technology 26.3%
Industrials 9.1%
Healthcare 7.3%
Energy 5.6%
Consumer Cyclical 4.7%
Communication Services 4.3%
Consumer Defensive 3.5%
Basic Materials 2.6%
Utilities 1.2%