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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 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLW CORNING INC Technology 1,284.0 $328K 0.01% -210.0 -14.1% $255.43 -41.1%
82 VTWG VANGUARD SCOTTSDALE FDS 1,067.0 $307K 0.01% -22.0 -2.0% $287.68 -2.1%
83 XLP SELECT SECTOR SPDR TR 3,494.0 $290K 0.01% -8K -68.4% $83.07 +3.1%
84 WMB WILLIAMS COS INC Energy 3,832.0 $285K 0.01% -555.0 -12.7% $74.34 -1.6%
85 MDT MEDTRONIC PLC Healthcare 3,642.0 $285K 0.01% -315.0 -8.0% $78.21 +20.7%
86 TFC TRUIST FINL CORP Financial Services 5,654.0 $282K 0.01% -1K -16.9% $49.82 +1.7%
87 ISRG INTUITIVE SURGICAL INC Healthcare 701.0 $279K 0.01% -5.0 -0.7% $397.68 -1.1%
88 MRSH MARSH & MCLENNAN COS INC Financial Services 1,647.0 $275K 0.01% -14.0 -0.8% $166.67 +14.2%
89 MPC MARATHON PETE CORP Energy 1,032.0 $264K 0.01% -108.0 -9.5% $255.67 +43.0%
90 GIS GENERAL MILLS INC Consumer Defensive 7,125.0 $248K 0.01% -243.0 -3.3% $34.80 +14.2%
91 LMT LOCKHEED MARTIN CORP Industrials 463.0 $236K 0.01% -5.0 -1.1% $509.46 +14.7%
92 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,525.0 $233K 0.01% -23.0 -0.9% $92.09 -2.8%
93 SLV ISHARES SILVER TR Financial Services 4,208.0 $225K 0.01% -700.0 -14.3% $53.47 +13.6%
94 TMC TMC THE METALS COMPANY INC Basic Materials 15,938.0 $71K 0.00% -3K -16.7% $4.43 -13.8%
Page 5 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 32.3%
Technology 26.1%
Healthcare 12.0%
Communication Services 9.5%
Industrials 6.5%
Consumer Cyclical 4.4%
Consumer Defensive 4.1%
Energy 3.2%
Utilities 0.9%
Basic Materials 0.6%