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Portfolio (Quarterly) Guide ↗

Waldron Private Wealth LLC

· CIK 0001598180
13F Portfolio $2.6B AUM 342 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 127 Added 90 Reduced 12 Exited
Page 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,105.0 $255K 0.01% +6.0 +0.6% $230.89 +5.5%
122 BAI BLACKROCK ETF TRUST 7,389.0 $243K 0.01% +628.0 +9.3% $32.95 +51.7%
123 TYL TYLER TECHNOLOGIES INC Technology 636.0 $218K 0.01% +46.0 +7.8% $342.38 -12.9%
124 CRWD CROWDSTRIKE HLDGS INC Technology 553.0 $216K 0.01% +103.0 +22.9% $390.66 +73.9%
125 ECL ECOLAB INC Basic Materials 801.0 $213K 0.01% +33.0 +4.3% $266.02 +3.0%
126 TMC TMC THE METALS COMPANY INC Basic Materials 19,138.0 $89K 0.00% +2K +11.3% $4.67 +11.1%
127 AMC ENTMT HLDGS INC 25,636.0 $25K 0.00% +430.0 +1.7% $0.98
Page 7 of 7  ·  127 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 32.5%
Technology 22.1%
Healthcare 12.7%
Communication Services 9.5%
Industrials 6.7%
Energy 5.1%
Consumer Defensive 4.7%
Consumer Cyclical 4.5%
Utilities 0.9%
Basic Materials 0.7%