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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 16 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SPLB SPDR SERIES TRUST 10,000.0 $226K 0.01% NEW $22.58 -0.9%
302 BAI BLACKROCK ETF TRUST 6,761.0 $225K 0.01% NEW $33.30 +51.3%
303 HUBB HUBBELL INC Industrials 505.0 $224K 0.01% NEW $444.11 +14.6%
304 ADI ANALOG DEVICES INC Technology 814.0 $221K 0.01% NEW $271.20 +52.8%
305 PECO PHILLIPS EDISON & CO INC Real Estate 6,042.0 $216K 0.01% NEW $35.68 +13.5%
306 LMT LOCKHEED MARTIN CORP Industrials 445.0 $215K 0.01% NEW $483.67 +10.1%
307 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 4,330.0 $215K 0.01% NEW $49.70 -12.3%
308 AX AXOS FINANCIAL INC Financial Services 2,487.0 $214K 0.01% NEW $86.16 +2.0%
309 SNX TD SYNNEX CORPORATION Technology 1,411.0 $212K 0.01% NEW $150.23 +89.0%
310 CRWD CROWDSTRIKE HLDGS INC Technology 450.0 $211K 0.01% NEW $468.76 +45.7%
311 PYPL PAYPAL HLDGS INC Financial Services 3,612.0 $211K 0.01% NEW $58.38 -27.9%
312 TTEK TETRA TECH INC NEW Industrials 6,220.0 $209K 0.01% NEW $33.54 -16.2%
313 LEIDOS HOLDINGS INC 1,137.0 $205K 0.01% NEW $180.40
314 IJT ISHARES TR 1,442.0 $204K 0.01% NEW $141.16 +18.7%
315 ECL ECOLAB INC Basic Materials 768.0 $202K 0.01% NEW $262.52 +2.5%
316 LNC LINCOLN NATL CORP IND Financial Services 4,500.0 $200K 0.01% NEW $44.53 -16.0%
317 MRVL MARVELL TECHNOLOGY INC Technology 2,355.0 $200K 0.01% NEW $84.98 +240.7%
318 LIBERTY GLOBAL LTD 17,200.0 $190K 0.01% NEW $11.04
319 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 10,988.0 $181K 0.01% NEW $16.46 +0.0%
320 TMC TMC THE METALS COMPANY INC Basic Materials 17,187.0 $106K 0.00% NEW $6.17 -17.2%
Page 16 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%