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Portfolio (Quarterly) Guide ↗

BIP Wealth, LLC

· CIK 0001590214
13F Portfolio $3.5B AUM 560 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 149 New 248 Added 139 Reduced 45 Exited
Page 12 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GPC GENUINE PARTS CO Consumer Cyclical 2,841.0 $335K 0.01% +770.0 +37.2% $118.00 +18.2%
222 SBUX STARBUCKS CORP Consumer Cyclical 3,228.0 $330K 0.01% +847.0 +35.6% $102.20 +6.2%
223 FIDU FIDELITY COVINGTON TRUST 3,258.0 $325K 0.01% +17.0 +0.5% $99.62 -4.1%
224 GLOBUS MED INC 4,065.0 $321K 0.01% +1K +57.3% $79.01
225 ISHARES TR 15,605.0 $315K 0.01% +4K +29.7% $20.19
226 URI UNITED RENTALS INC Industrials 278.0 $315K 0.01% +24.0 +9.4% $1132.89 -6.6%
227 ISRG INTUITIVE SURGICAL INC Healthcare 789.0 $314K 0.01% +281.0 +55.3% $397.68 -6.9%
228 COF CAPITAL ONE FINL CORP Financial Services 1,542.0 $309K 0.01% +670.0 +76.8% $200.68 +8.2%
229 APH AMPHENOL CORP Technology 1,754.0 $309K 0.01% +154.0 +9.6% $176.32 -8.5%
230 XYL XYLEM INC Industrials 2,566.0 $303K 0.01% +20.0 +0.8% $118.20 -4.0%
231 ABT ABBOTT LABORATORIES Healthcare 3,333.0 $302K 0.01% +274.0 +9.0% $90.74 +25.7%
232 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,180.0 $298K 0.01% +1K +33.4% $57.62 +17.3%
233 MSI MOTOROLA SOLUTIONS INC Technology 716.0 $297K 0.01% +30.0 +4.4% $415.42 +17.3%
234 GD GENERAL DYNAMICS CORP Industrials 799.0 $283K 0.01% +77.0 +10.7% $354.24 +7.8%
235 AOA ISHARES TR 2,762.0 $270K 0.01% +261.0 +10.4% $97.58 +1.6%
236 FNCL FIDELITY COVINGTON TRUST 3,307.0 $253K 0.01% +173.0 +5.5% $76.57 +8.2%
237 MRSH MARSH & MCLENNAN COS INC Financial Services 1,489.0 $248K 0.01% +362.0 +32.1% $166.63 +16.0%
238 BLUEROCK PVT REAL ESTATE FD 19,009.0 $247K 0.01% +593.0 +3.2% $13.01
239 NKE NIKE INC Consumer Cyclical 5,856.0 $240K 0.01% +2K +36.8% $41.05 -6.0%
240 EFX EQUIFAX INC Industrials 1,505.0 $239K 0.01% +235.0 +18.5% $158.72 +20.1%
Page 12 of 13  ·  248 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 59.6%
Technology 15.4%
Industrials 6.6%
Consumer Cyclical 4.6%
Healthcare 3.6%
Consumer Defensive 2.9%
Communication Services 2.3%
Energy 2.3%
Utilities 1.7%
Basic Materials 0.6%