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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
Q2 2026 Q1 2026 · All 29 New 127 Added 90 Reduced
Page 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,079.0 $313K 0.01% -35.0 -3.1% $290.49 +5.0%
82 STNG SCORPIO TANKERS INC Energy 4,076.0 $304K 0.01% -755.0 -15.6% $74.66 +5.1%
83 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,418.0 $290K 0.01% -8.0 -0.6% $204.78 +37.1%
84 ALB ALBEMARLE CORP Basic Materials 1,576.0 $284K 0.01% -204.0 -11.5% $179.93 -20.4%
85 SHEL SHELL PLC Energy 2,720.0 $253K 0.01% -1K -30.6% $93.00 +0.4%
86 NOBL PROSHARES TR 2,324.0 $246K 0.01% -235.0 -9.2% $106.01 -44.6%
87 FCN FTI CONSULTING INC Industrials 1,390.0 $246K 0.01% -101.0 -6.8% $176.77 -11.9%
88 ADBE ADOBE INC Technology 1,009.0 $245K 0.01% -17.0 -1.7% $243.08 +13.3%
89 FIW FIRST TR EXCHANGE-TRADED FD 2,225.0 $229K 0.01% -702.0 -24.0% $103.13 +7.8%
90 TMO THERMO FISHER SCIENTIFIC INC Healthcare 408.0 $201K 0.01% -172.0 -29.7% $491.53 +28.0%
Page 5 of 5  ·  90 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 23.0%
Healthcare 13.2%
Industrials 7.0%
Communication Services 6.1%
Energy 5.2%
Consumer Defensive 4.8%
Consumer Cyclical 4.7%
Utilities 0.9%
Basic Materials 0.7%