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Portfolio (Quarterly) Guide ↗

Circle Wealth Management, LLC

· CIK 0001578242
13F Portfolio $6.5B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 244 New
Page 12 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CBRE CBRE GROUP INC Real Estate 1,604.0 $258K 0.00% NEW $160.79 -14.0%
222 MPC MARATHON PETE CORP Energy 1,562.0 $254K 0.00% NEW $162.63 +62.9%
223 TTMI TTM TECHNOLOGIES INC Technology 3,577.0 $247K 0.00% NEW $69.00 +160.4%
224 GLW CORNING INC Technology 2,756.0 $241K 0.00% NEW $87.56 +152.1%
225 RJF RAYMOND JAMES FINL INC Financial Services 1,493.0 $240K 0.00% NEW $160.59 -1.5%
226 PTC PTC INC Technology 1,345.0 $234K 0.00% NEW $174.21 -31.2%
227 NAN NUVEEN NEW YORK QLT MUN INC Financial Services 20,808.0 $234K 0.00% NEW $11.26 +4.4%
228 EEM ISHARES TR 4,159.0 $228K 0.00% NEW $54.71 +21.5%
229 BLK BLACKROCK INC Financial Services 210.0 $225K 0.00% NEW $1070.34 -8.4%
230 GLNG GOLAR LNG LTD Energy 5,960.0 $222K 0.00% NEW $37.21 +33.6%
231 CHYM CHIME FINL INC Financial Services 8,606.0 $217K 0.00% NEW $25.17 -16.5%
232 CVS CVS HEALTH CORP Healthcare 2,694.0 $214K 0.00% NEW $79.36 +32.1%
233 RACE FERRARI N V Consumer Cyclical 574.0 $212K 0.00% NEW $369.56 +1.4%
234 INTC INTEL CORP Technology 5,744.0 $212K 0.00% NEW $36.90 +244.2%
235 CVX CHEVRON CORP NEW Energy 1,384.0 $211K 0.00% NEW $152.41 +8.7%
236 VOX VANGUARD WORLD FD 1,084.0 $210K 0.00% NEW $193.63 -2.5%
237 ABBV ABBVIE INC Healthcare 911.0 $208K 0.00% NEW $228.50 +9.9%
238 AFL AFLAC INC Financial Services 1,866.0 $206K 0.00% NEW $110.26 +7.5%
239 CB CHUBB LIMITED Financial Services 645.0 $201K 0.00% NEW $312.12 +12.7%
240 PYPL PAYPAL HLDGS INC Financial Services 3,434.0 $200K 0.00% NEW $58.38 -24.5%
Page 12 of 13  ·  244 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 70.3%
Financial Services 19.3%
Consumer Cyclical 3.9%
Healthcare 3.3%
Communication Services 2.0%
Industrials 0.9%
Consumer Defensive 0.2%
Basic Materials 0.1%
Energy 0.1%
Utilities 0.0%