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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
Q1 2026 Q4 2025 · All 29 New 127 Added 90 Reduced 12 Exited
Page 14 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ARTY ISHARES TR 7,100.0 $330K 0.01% -40.0 -0.6% $46.53 +57.5%
262 ISRG INTUITIVE SURGICAL INC Healthcare 706.0 $325K 0.01% +141.0 +25.0% $460.99 -10.8%
263 CVS CVS HEALTH CORP Healthcare 4,494.0 $323K 0.01% +34.0 +0.8% $71.82 +42.0%
264 CENCORA INC 1,017.0 $319K 0.01% -7.0 -0.7% $314.14
265 WMB WILLIAMS COS INC Energy 4,387.0 $319K 0.01% -841.0 -16.1% $72.78 -1.6%
266 SLYG SPDR SERIES TRUST 3,250.0 $314K 0.01% -1K -29.0% $96.62 +16.8%
267 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,079.0 $313K 0.01% -35.0 -3.1% $290.49 -3.1%
268 FORTINET INC 3,835.0 $313K 0.01% +48.0 +1.3% $81.72
269 TFC TRUIST FINL CORP Financial Services 6,805.0 $313K 0.01% +1K +24.6% $45.97 +12.4%
270 TDS TELEPHONE & DATA SYS INC Communication Services 7,400.0 $312K 0.01% $42.10 -4.6%
271 ARKW ARK ETF TR 2,578.0 $311K 0.01% $120.60 +17.1%
272 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 4,150.0 $309K 0.01% $74.55 +0.4%
273 TXN TEXAS INSTRS INC Technology 1,580.0 $307K 0.01% +173.0 +12.3% $194.14 +53.0%
274 STNG SCORPIO TANKERS INC Energy 4,076.0 $304K 0.01% -755.0 -15.6% $74.66 +5.9%
275 IJJ ISHARES TR 2,218.0 $294K 0.01% $132.50 +10.8%
276 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,418.0 $290K 0.01% -8.0 -0.6% $204.78 +10.5%
277 LIBERTY MEDIA CORP DEL 3,405.0 $289K 0.01% +178.0 +5.5% $85.02
278 MRSH MARSH & MCLENNAN COS INC Financial Services 1,661.0 $288K 0.01% +35.0 +2.1% $173.45 -2.8%
279 ACM AECOM Industrials 3,383.0 $287K 0.01% $84.82 -17.3%
280 VAW VANGUARD WORLD FD 1,266.0 $285K 0.01% $225.33 +4.3%
Page 14 of 18  ·  342 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 32.5%
Technology 22.1%
Healthcare 12.7%
Communication Services 9.5%
Industrials 6.7%
Energy 5.1%
Consumer Defensive 4.7%
Consumer Cyclical 4.5%
Utilities 0.9%
Basic Materials 0.7%