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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 7 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DE DEERE & CO Industrials 2,254.0 $1.4M 0.09% -19.0 -0.8% $634.37 +3.2%
122 GE GE AEROSPACE COM NEW Industrials 3,773.0 $1.4M 0.09% -367.0 -8.9% $373.77 -8.7%
123 MAS MASCO CORP COM USD1.00 Industrials 16,500.0 $1.3M 0.09% -2K -10.8% $81.37 -10.2%
124 AMGN AMGEN INC Healthcare 3,655.0 $1.3M 0.08% -1K -26.3% $362.18 +21.8%
125 ITOT iShares Core S&P Total U.S. St 7,901.0 $1.3M 0.08% -132.0 -1.6% $164.27 +2.0%
126 PM PHILIP MORRIS INTERNATIONAL IN Consumer Defensive 7,067.0 $1.3M 0.08% -674.0 -8.7% $180.91 +6.6%
127 TDY TELEDYNE TECHNOLOGIE Technology 1,913.0 $1.3M 0.08% -312.0 -14.0% $666.90 -6.9%
128 SPDR S&P MIDCAP 400 ETF 1,742.0 $1.2M 0.08% -125.0 -6.7% $703.34
129 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,428.0 $1.2M 0.08% -147.0 -5.7% $501.39 +23.3%
130 MARATHON PETROLEUM CORP COM US 4,758.0 $1.2M 0.08% -559.0 -10.5% $255.67
131 CI THE CIGNA GROUP COM Healthcare 4,412.0 $1.2M 0.08% -953.0 -17.8% $275.67 +1.0%
132 SPDR Bloomberg Barclays 1-3 Mo 13,240.0 $1.2M 0.08% -3K -19.4% $91.64
133 GE Vernova Inc 1,016.0 $1.2M 0.07% -61.0 -5.7% $1175.08
134 CHUBB LIMITED COM NPV 3,422.0 $1.2M 0.07% -26.0 -0.8% $340.71
135 EOG RESOURCES INC 8,959.0 $1.2M 0.07% -1K -12.3% $129.72
136 PGR PROGRESSIVE CORP COM Financial Services 5,318.0 $1.2M 0.07% -79.0 -1.5% $218.46 +2.0%
137 CVS CVS HEALTH CORPORATION COM Healthcare 10,523.0 $1.1M 0.07% -2K -16.6% $103.45 -10.2%
138 AJG ARTHUR J. GALLAGHER & CO. Financial Services 4,567.0 $1.0M 0.07% -78.0 -1.7% $229.59 +17.2%
139 COMM SERVICES SELECT SECTOR 9,653.0 $1.0M 0.07% -2K -15.8% $107.13
140 SLB SLB LIMITED Energy 22,213.0 $1.0M 0.07% -3K -12.3% $46.49 +13.7%
Page 7 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%