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Portfolio (Quarterly) Guide ↗

SVB WEALTH LLC

· CIK 0001626116
13F Portfolio $1.6B AUM 1,570 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 68 Added 254 Reduced 19 Exited
Page 11 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CTAS CINTAS CORP Industrials 2,647.0 $450K 0.03% -37.0 -1.4% $170.11 +21.7%
202 MCKESSON CORP 585.0 $442K 0.03% -1K -66.7% $755.64
203 DOW DOW INC COM Basic Materials 15,344.0 $420K 0.03% -863.0 -5.3% $27.36 +15.9%
204 WMB WILLIAMS COS INC COM Energy 5,590.0 $416K 0.03% -369.0 -6.2% $74.34 -6.1%
205 VANECK J P MORGAN EM LCL CRY B 16,139.0 $413K 0.03% -1K -8.2% $25.56
206 UBER TECHNOLOGIES INC COM 5,621.0 $406K 0.03% -202.0 -3.5% $72.16
207 CROWDSTRIKE HLDGS INC CL A 530.0 $405K 0.03% -19.0 -3.5% $763.30
208 GENERAL MTRS CO COM 4,999.0 $385K 0.02% -74.0 -1.5% $77.08
209 AMERICAN TOWER CORP NEW 2,352.0 $385K 0.02% -437.0 -15.7% $163.60
210 VNQ VANGUARD REAL ESTATE ETF 3,943.0 $380K 0.02% -471.0 -10.7% $96.43 +2.2%
211 PH PARKER-HANNIFIN CORP COM Industrials 378.0 $370K 0.02% -13.0 -3.3% $978.59 +2.7%
212 PAYX PAYCHEX INC COM USD0.01 Industrials 3,728.0 $367K 0.02% -2K -30.6% $98.33 +28.8%
213 PSX PHILLIPS 66 COM Energy 2,164.0 $366K 0.02% -425.0 -16.4% $169.07 +42.9%
214 NSC NORFOLK SOUTHN CORP COM Industrials 1,138.0 $358K 0.02% -6.0 -0.5% $314.59 +11.7%
215 DLR DIGITAL REALTY TRUST INC Real Estate 1,993.0 $358K 0.02% -353.0 -15.1% $179.60 +3.3%
216 CFG CITIZENS FINL GROUP INC COM Financial Services 5,066.0 $355K 0.02% -40.0 -0.8% $70.07 +0.1%
217 TW TRADEWEB MKTS INC CL A Financial Services 3,521.0 $351K 0.02% -462.0 -11.6% $99.66 +8.4%
218 TRAVELERS COMPANIES INC COM ST 1,056.0 $349K 0.02% -63.0 -5.6% $330.12
219 PROSHARES TRUST BROOKFIELD GLO 5,875.0 $348K 0.02% -143.0 -2.4% $59.27
220 Solstice Advanced Materials In 3,728.0 $330K 0.02% -880.0 -19.1% $88.60
Page 11 of 13  ·  254 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
Technology 46.7%
Consumer Cyclical 12.0%
Industrials 10.3%
Healthcare 10.1%
Consumer Defensive 8.5%
Financial Services 6.5%
Energy 2.6%
Basic Materials 1.2%
Utilities 1.2%
Communication Services 0.4%