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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 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SGOL ETFS GOLD TR Financial Services 10,796.0 $482K 0.04% -2K -15.7% $44.62 -1.5%
82 MMM 3M CO Industrials 3,171.0 $461K 0.04% -34K -91.4% $145.24 +23.2%
83 RGLD ROYAL GOLD INC Basic Materials 1,776.0 $452K 0.04% +50.0 +2.9% $254.49 +1.8%
84 IAU ISHARES GOLD TR Financial Services 4,801.0 $423K 0.04% $88.16 -1.6%
85 IYM ISHARES TR 2,267.0 $399K 0.03% +865.0 +61.7% $175.92 +10.9%
86 SLB SLB LIMITED Energy 7,120.0 $366K 0.03% NEW $51.39 +4.8%
87 VCIT VANGUARD SCOTTSDALE FDS 4,265.0 $353K 0.03% -53.0 -1.2% $82.75 -2.1%
88 EIX EDISON INTL Utilities 4,595.0 $336K 0.03% -87K -95.0% $73.18 -2.2%
89 EZU ISHARES INC 5,137.0 $322K 0.03% NEW $62.64 +14.1%
90 IWR ISHARES TR 3,007.0 $292K 0.03% +129.0 +4.5% $97.23 +16.7%
91 FNV FRANCO NEV CORP Basic Materials 1,143.0 $282K 0.02% $247.05 +7.6%
92 SCHG SCHWAB STRATEGIC TR 9,464.0 $276K 0.02% $29.13 +21.2%
93 CW CURTISS WRIGHT CORP Industrials 400.0 $272K 0.02% $681.12 -6.8%
94 PM PHILIP MORRIS INTL INC Consumer Defensive 1,475.0 $244K 0.02% +153.0 +11.6% $165.34 +13.8%
95 IBM INTERNATIONAL BUSINESS MACHS Technology 987.0 $239K 0.02% +54.0 +5.8% $242.51 -2.8%
96 EFA ISHARES TR 2,463.0 $239K 0.02% -270K -99.1% $97.13 +11.4%
97 ZION ZIONS BANCORPORATION NATL AS Financial Services 4,030.0 $232K 0.02% +26.0 +0.7% $57.61 +18.3%
98 MO ALTRIA GROUP INC Consumer Defensive 3,484.0 $230K 0.02% NEW $65.99 +0.1%
99 SPLV INVESCO EXCH TRADED FD TR II 2,871.0 $210K 0.02% NEW $73.14 +3.0%
100 PLTR PALANTIR TECHNOLOGIES INC Technology 1,423.0 $208K 0.02% -23K -94.1% $146.28 +23.0%
Page 5 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%