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Portfolio (Quarterly) Guide ↗

Waldron Private Wealth LLC

· CIK 0001598180
13F Portfolio $2.9B AUM 350 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 82 Added 94 Reduced 18 Exited
Page 3 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWM ISHARES TR 6,359.0 $1.9M 0.07% -106.0 -1.6% $300.45 -0.2%
42 GLD SPDR GOLD TR Financial Services 4,040.0 $1.5M 0.05% -249.0 -5.8% $368.38 +14.9%
43 FLEX FLEX LTD Technology 8,592.0 $1.4M 0.05% -2K -20.0% $162.07 -31.9%
44 SLB SLB LIMITED Energy 29,140.0 $1.4M 0.05% -8K -20.5% $46.49 +15.9%
45 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,328.0 $1.2M 0.04% -21.0 -1.6% $935.47 +1.3%
46 ORCL ORACLE CORP Technology 8,194.0 $1.2M 0.04% -122.0 -1.5% $146.55 -0.0%
47 ZTS ZOETIS INC Healthcare 15,696.0 $1.1M 0.04% -557.0 -3.4% $71.86 +8.2%
48 RBRK RUBRIK INC. Technology 14,041.0 $1.1M 0.04% -2K -10.2% $80.28 +24.7%
49 ITW ILLINOIS TOOL WKS INC Industrials 4,074.0 $1.1M 0.04% -430.0 -9.6% $270.47 +4.4%
50 CMCSA COMCAST CORP NEW Communication Services 44,612.0 $1.1M 0.04% -551.0 -1.2% $24.55 +9.3%
51 TMUS T-MOBILE US INC Communication Services 6,401.0 $1.1M 0.04% -206.0 -3.1% $167.73 +9.1%
52 BAC BANK OF AMER CORP Financial Services 18,621.0 $1.1M 0.04% -202.0 -1.1% $56.98 +8.3%
53 IWR ISHARES TR 9,213.0 $1.0M 0.04% -845.0 -8.4% $110.32 +2.8%
54 ETN EATON CORP PLC Industrials 2,267.0 $966K 0.03% -21.0 -0.9% $426.12 -1.6%
55 ABT ABBOTT LABORATORIES Healthcare 8,999.0 $817K 0.03% -2K -20.4% $90.74 +28.5%
56 ITOT ISHARES TR 4,937.0 $811K 0.03% -25.0 -0.5% $164.27 +2.3%
57 AMT AMERICAN TOWER CORP Real Estate 4,854.0 $794K 0.03% -300.0 -5.8% $163.57 +7.5%
58 TROW PRICE T ROWE GROUP INC Financial Services 6,884.0 $783K 0.03% -620.0 -8.3% $113.69 -1.9%
59 UNILEVER PLC 12,893.0 $775K 0.03% -2K -14.9% $60.12
60 GS GOLDMAN SACHS GROUP INC Financial Services 724.0 $732K 0.03% -45.0 -5.8% $1011.37 +2.8%
Page 3 of 5  ·  94 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 27.2%
Healthcare 12.5%
Industrials 6.7%
Communication Services 5.7%
Consumer Cyclical 4.6%
Consumer Defensive 4.2%
Energy 3.3%
Utilities 0.9%
Basic Materials 0.7%