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Portfolio (Quarterly) Guide ↗

Segment Wealth Management, LLC

· CIK 0001575581
13F Portfolio $1.7B AUM 317 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 317 New
Page 13 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IXN ISHARES TR 3,600.0 $378K 0.02% NEW $105.00 +33.0%
242 AGG ISHARES TR 3,687.0 $368K 0.02% NEW $99.88 -1.2%
243 JHML JOHN HANCOCK EXCHANGE TRADED 4,540.0 $363K 0.02% NEW $79.85 +10.7%
244 NOC NORTHROP GRUMMAN CORP Industrials 635.0 $362K 0.02% NEW $570.21 -2.4%
245 IBM INTERNATIONAL BUSINESS MACHS Technology 1,185.0 $351K 0.02% NEW $296.21 -15.4%
246 IDMO INVESCO EXCH TRADED FD TR II 6,190.0 $344K 0.02% NEW $55.57 +9.7%
247 AMD ADVANCED MICRO DEVICES INC Technology 1,599.0 $342K 0.02% NEW $214.16 +135.3%
248 IJR ISHARES TR 2,840.0 $341K 0.02% NEW $120.18 +16.2%
249 BSCV INVESCO EXCH TRD SLF IDX FD 20,420.0 $341K 0.02% NEW $16.70 -1.8%
250 EXR EXTRA SPACE STORAGE INC Real Estate 2,609.0 $340K 0.02% NEW $130.22 +10.6%
251 RSPH INVESCO EXCHANGE TRADED FD T 10,650.0 $339K 0.02% NEW $31.85 -3.4%
252 KLAC KLA CORP Technology 278.0 $338K 0.02% NEW $1215.08 +65.5%
253 HON HONEYWELL INTL INC Industrials 1,723.0 $336K 0.02% NEW $195.09 +18.8%
254 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,131.0 $332K 0.02% NEW $293.57 +6.8%
255 NUE NUCOR CORP Basic Materials 2,026.0 $330K 0.02% NEW $163.11 +47.3%
256 IXJ ISHARES TR 3,380.0 $329K 0.02% NEW $97.40 -3.5%
257 T AT&T INC Communication Services 12,977.0 $322K 0.02% NEW $24.84 +0.8%
258 DLR DIGITAL RLTY TR INC Real Estate 2,082.0 $322K 0.02% NEW $154.71 +25.2%
259 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,337.0 $322K 0.02% NEW $137.80 -1.8%
260 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,401.0 $313K 0.02% NEW $130.50 -5.1%
Page 13 of 16  ·  317 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
Technology 28.4%
Financial Services 23.0%
Industrials 11.6%
Consumer Cyclical 8.4%
Healthcare 7.1%
Energy 6.4%
Communication Services 5.0%
Consumer Defensive 4.2%
Utilities 4.1%
Basic Materials 1.3%