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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 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VZ VERIZON COMMUNICATIONS INC Communication Services 136,831.0 $6.9M 0.59% NEW $50.20 -1.5%
22 AZN ASTRAZENECA PLC Healthcare 34,253.0 $6.8M 0.58% NEW $197.22 -15.8%
23 SCHB SCHWAB STRATEGIC TR 268,772.0 $6.7M 0.58% -8K -3.0% $25.10 +18.0%
24 JPM JPMORGAN CHASE & CO Financial Services 21,524.0 $6.3M 0.54% +138.0 +0.7% $294.15 +19.5%
25 ABBV ABBVIE INC Healthcare 28,974.0 $6.3M 0.54% $217.49 +21.8%
26 C CITIGROUP INC Financial Services 55,291.0 $6.3M 0.54% -3K -5.9% $113.41 +16.1%
27 AMGN AMGEN INC Healthcare 17,769.0 $6.3M 0.54% $351.86 +24.9%
28 DFAS DIMENSIONAL ETF TRUST 86,889.0 $6.2M 0.53% -6K -6.7% $71.13 +16.7%
29 SPMD SPDR SERIES TRUST 102,672.0 $6.1M 0.52% -4K -3.9% $59.22 +13.6%
30 SO SOUTHERN CO Utilities 62,356.0 $6.0M 0.52% NEW $96.52 -7.9%
31 PEP PEPSICO INC Consumer Defensive 38,529.0 $6.0M 0.51% +37K +1873.8% $155.29 -7.6%
32 DUK DUKE ENERGY CORP NEW Utilities 45,694.0 $6.0M 0.51% NEW $130.94 -8.5%
33 AVGO BROADCOM INC Technology 18,988.0 $5.9M 0.51% -11K -36.8% $309.51 +19.0%
34 WM WASTE MGMT INC DEL Industrials 25,208.0 $5.8M 0.50% +536.0 +2.2% $229.79 -2.5%
35 IGSB ISHARES TR 108,988.0 $5.7M 0.49% +1K +1.1% $52.56 -0.9%
36 TXN TEXAS INSTRS INC Technology 29,279.0 $5.7M 0.49% +519.0 +1.8% $194.14 +36.2%
37 MCD MCDONALDS CORP Consumer Cyclical 17,673.0 $5.5M 0.47% +633.0 +3.7% $310.79 -12.8%
38 SCHE SCHWAB STRATEGIC TR 163,050.0 $5.4M 0.46% +2K +1.2% $32.95 +12.2%
39 OMC OMNICOM GROUP INC Communication Services 69,716.0 $5.3M 0.45% +4K +5.8% $75.31 +16.2%
40 KMB KIMBERLY-CLARK CORP Consumer Defensive 54,142.0 $5.2M 0.45% +10K +23.6% $96.47 +13.3%
Page 2 of 6  ·  103 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%