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Portfolio (Quarterly) Guide ↗

BIP Wealth, LLC

· CIK 0001590214
13F Portfolio $2.8B AUM 456 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 158 New 174 Added 67 Reduced 12 Exited
Page 22 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 APH AMPHENOL CORP NEW CLASS CLASS A Technology 1,600.0 $216K 0.01% -281.0 -14.9% $135.14 -7.6%
422 QUAL ISHARES TR 1,083.0 $215K 0.01% NEW $198.61 +7.1%
423 COF CAPITAL ONE FINL CORP Financial Services 872.0 $211K 0.01% NEW $242.38 -23.0%
424 ED CONSOLIDATED EDISON INC Utilities 2,117.0 $210K 0.01% NEW $99.32 +8.1%
425 ROLLS-ROYCE HOLDIN ORDF 13,550.0 $210K 0.01% NEW $15.50
426 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,883.0 $209K 0.01% NEW $53.94 +10.4%
427 MRSH MARSH &MCLENNAN COS INC Financial Services 1,127.0 $209K 0.01% -72.0 -6.0% $185.46 -11.0%
428 BUFD FIRST TR EXCHNG TRADED FD VI 7,351.0 $208K 0.01% NEW $28.24 +4.5%
429 MINT PIMCO ENHANCED SHRT MATURTY ACTV ETF 2,050.0 $206K 0.01% $100.34 +0.3%
430 URI UNITED RENTALS INC Industrials 254.0 $206K 0.01% $809.32 +15.7%
431 TEL TE CONNECTIVITY PLC F Technology 903.0 $205K 0.01% NEW $227.51 -11.5%
432 EFC ELLINGTON FINL INC REIT Real Estate 15,000.0 $204K 0.01% NEW $13.58 -0.1%
433 THRV THRIVE SERIES TRUST 8,250.0 $203K 0.01% NEW $24.63 -1.1%
434 FIDELITY MSCI HEALTH CARE INDX ETF 2,733.0 $203K 0.01% NEW $74.27
435 PXF INVESCO RAFI DEVELOP MA EX US ETF 3,084.0 $202K 0.01% NEW $65.55 +17.2%
436 SBUX STARBUCKS CORP Consumer Cyclical 2,381.0 $201K 0.01% -260.0 -9.8% $84.21 +26.5%
437 F FORD MTR CO DEL Consumer Cyclical 11,631.0 $153K 0.01% +2K +15.9% $13.12 +4.2%
438 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 10,000.0 $151K 0.01% $15.06 -33.3%
439 SAN BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS Financial Services 11,943.0 $140K 0.01% -242.0 -2.0% $11.73 +5.5%
440 AI C3 AI INC CLASS CLASS A Technology 10,312.0 $139K 0.01% -2K -13.1% $13.48 -30.8%
Page 22 of 23  ·  456 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 62.5%
Technology 14.4%
Industrials 5.2%
Consumer Cyclical 4.3%
Healthcare 3.5%
Communication Services 3.1%
Consumer Defensive 2.7%
Energy 2.1%
Utilities 1.5%
Basic Materials 0.4%