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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 16 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 FCN FTI CONSULTING INC Industrials 1,390.0 $246K 0.01% -101.0 -6.8% $176.77 -10.3%
302 ADBE ADOBE INC Technology 1,009.0 $245K 0.01% -17.0 -1.7% $243.08 -16.1%
303 BAI BLACKROCK ETF TRUST 7,389.0 $243K 0.01% +628.0 +9.3% $32.95 +48.5%
304 DELL DELL TECHNOLOGIES INC Technology 1,475.0 $242K 0.01% NEW $164.13 +141.0%
305 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 2,620.0 $241K 0.01% $92.04 -9.6%
306 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,151.0 $240K 0.01% NEW $76.16 +9.1%
307 ALL ALLSTATE CORP Financial Services 1,151.0 $240K 0.01% NEW $208.20 +6.5%
308 SNX TD SYNNEX CORPORATION Technology 1,411.0 $238K 0.01% $168.71 +66.4%
309 CW CURTISS WRIGHT CORP Industrials 348.0 $237K 0.01% NEW $681.12 +11.3%
310 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,548.0 $235K 0.01% NEW $92.31 -1.4%
311 HURN HURON CONSULTING GROUP INC Industrials 1,831.0 $233K 0.01% $127.49 -14.2%
312 PLD PROLOGIS INC. Real Estate 1,766.0 $233K 0.01% NEW $132.18 +12.5%
313 DUK DUKE ENERGY CORP NEW Utilities 1,766.0 $231K 0.01% NEW $130.94 -4.6%
314 IYW ISHARES TR 1,272.0 $231K 0.01% $181.42 +35.0%
315 FIW FIRST TR EXCHANGE-TRADED FD 2,225.0 $229K 0.01% -702.0 -24.0% $103.13 +2.3%
316 BKMI BNY MELLON ETF TRUST II 8,769.0 $229K 0.01% NEW $26.10 +0.9%
317 CORT CORCEPT THERAPEUTICS INC Healthcare 5,614.0 $226K 0.01% NEW $40.31 +105.7%
318 XLY SELECT SECTOR SPDR TR 2,054.0 $224K 0.01% $108.98 +7.0%
319 SUPN SUPERNUS PHARMACEUTICALS Healthcare 4,330.0 $224K 0.01% $51.69 -14.1%
320 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 6,300.0 $223K 0.01% NEW $35.44 -10.4%
Page 16 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%