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Portfolio (Quarterly) Guide ↗

Waldron Private Wealth LLC

· CIK 0001598180
13F Portfolio $2.5B AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 325 New
Page 15 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 4,150.0 $286K 0.01% NEW $68.85 +10.8%
282 APD AIR PRODS & CHEMS INC Basic Materials 1,114.0 $275K 0.01% NEW $247.02 +13.5%
283 AVY AVERY DENNISON CORP Industrials 1,500.0 $273K 0.01% NEW $181.88 -11.0%
284 LBRDK LIBERTY BROADBAND CORP Communication Services 5,602.0 $272K 0.01% NEW $48.60 -31.7%
285 TFC TRUIST FINL CORP Financial Services 5,461.0 $269K 0.01% NEW $49.21 -0.2%
286 TYL TYLER TECHNOLOGIES INC Technology 590.0 $268K 0.01% NEW $453.95 -34.3%
287 HRB BLOCK H & R INC Consumer Cyclical 6,075.0 $267K 0.01% NEW $44.00 -17.7%
288 NOBL PROSHARES TR 2,559.0 $266K 0.01% NEW $104.07 -46.4%
289 VAW VANGUARD WORLD FD 1,261.0 $262K 0.01% NEW $207.63 +14.6%
290 VTWG VANGUARD SCOTTSDALE FDS 1,089.0 $257K 0.01% NEW $235.99 +18.1%
291 FCN FTI CONSULTING INC Industrials 1,491.0 $255K 0.01% NEW $170.83 -9.5%
292 IYW ISHARES TR 1,272.0 $254K 0.01% NEW $199.68 +24.2%
293 ALB ALBEMARLE CORP Basic Materials 1,780.0 $253K 0.01% NEW $141.87 +17.1%
294 STNG SCORPIO TANKERS INC Energy 4,831.0 $246K 0.01% NEW $50.83 +54.5%
295 NUE NUCOR CORP Basic Materials 1,504.0 $245K 0.01% NEW $163.11 +58.8%
296 XLY SELECT SECTOR SPDR TR 2,054.0 $245K 0.01% NEW $119.41 -0.8%
297 TXN TEXAS INSTRS INC Technology 1,407.0 $244K 0.01% NEW $173.49 +76.2%
298 IVW ISHARES TR 1,964.0 $242K 0.01% NEW $123.26 +11.3%
299 USB US BANCORP DEL Financial Services 4,486.0 $239K 0.01% NEW $53.36 +10.4%
300 CARR CARRIER GLOBAL CORPORATION Industrials 4,478.0 $237K 0.01% NEW $52.84 +34.7%
Page 15 of 17  ·  325 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 33.6%
Technology 23.7%
Healthcare 12.6%
Communication Services 9.8%
Industrials 5.9%
Consumer Cyclical 4.6%
Consumer Defensive 4.4%
Energy 3.4%
Real Estate 0.8%
Utilities 0.7%