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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 7 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EQT EQT CORP Energy 22,530.0 $1.2M 0.05% NEW $53.60 -3.8%
122 RBRK RUBRIK INC. Technology 15,635.0 $1.2M 0.05% NEW $76.48 -8.5%
123 NEE NEXTERA ENERGY INC Utilities 14,412.0 $1.2M 0.05% NEW $80.28 +7.6%
124 EFAV ISHARES TR 13,386.0 $1.2M 0.05% NEW $86.25 +2.6%
125 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 3,781.0 $1.1M 0.04% NEW $303.92 +43.9%
126 ATI ATI INC Industrials 9,903.0 $1.1M 0.04% NEW $114.76 +73.1%
127 BAC BANK AMERICA CORP Financial Services 20,621.0 $1.1M 0.04% NEW $55.00 +4.9%
128 COST COSTCO WHSL CORP NEW Consumer Defensive 1,302.0 $1.1M 0.04% NEW $862.34 +13.3%
129 PM PHILIP MORRIS INTL INC Consumer Defensive 6,889.0 $1.1M 0.04% NEW $160.40 +11.9%
130 GII SPDR INDEX SHS FDS 15,770.0 $1.1M 0.04% NEW $69.77 +8.7%
131 ITW ILLINOIS TOOL WKS INC Industrials 4,450.0 $1.1M 0.04% NEW $246.30 +9.0%
132 XLU SELECT SECTOR SPDR TR 25,578.0 $1.1M 0.04% NEW $42.69 +5.4%
133 ACN ACCENTURE PLC IRELAND Technology 4,062.0 $1.1M 0.04% NEW $268.30 -38.6%
134 MDLZ MONDELEZ INTL INC Consumer Defensive 20,204.0 $1.1M 0.04% NEW $53.83 +14.1%
135 IVE ISHARES TR 5,002.0 $1.1M 0.04% NEW $212.07 +8.0%
136 MCO MOODYS CORP Financial Services 2,052.0 $1.0M 0.04% NEW $510.85 -7.9%
137 MSTR STRATEGY INC Technology 6,898.0 $1.0M 0.04% NEW $151.95 -19.6%
138 UBER UBER TECHNOLOGIES INC Technology 12,786.0 $1.0M 0.04% NEW $81.71 -11.0%
139 VO VANGUARD INDEX FDS 3,597.0 $1.0M 0.04% NEW $290.25 -72.1%
140 UNILEVER PLC 15,777.0 $1.0M 0.04% NEW $65.40
Page 7 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%