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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 10 of 20  ·  384 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VYM VANGUARD HIGH DIVIDEND YIELD E 7,447.0 $1.2M 0.07% NEW $158.03 +4.5%
182 CHUBB LIMITED COM NPV 3,422.0 $1.2M 0.07% -26.0 -0.8% $340.71
183 CSX CSX CORP COM USD1 Industrials 24,519.0 $1.2M 0.07% $47.53 +8.2%
184 EOG RESOURCES INC 8,959.0 $1.2M 0.07% -1K -12.3% $129.72
185 PGR PROGRESSIVE CORP COM Financial Services 5,318.0 $1.2M 0.07% -79.0 -1.5% $218.46 +2.5%
186 KLAC KLA CORP COM NEW Technology 3,812.0 $1.2M 0.07% +3K +890.1% $301.72 -39.8%
187 SPDR PORTFOLIO S&P 500 VALUE E 17,921.0 $1.1M 0.07% $60.79
188 CVS CVS HEALTH CORPORATION COM Healthcare 10,523.0 $1.1M 0.07% -2K -16.6% $103.45 -9.0%
189 UPS UNITED PARCEL SERVICE INC CL B Industrials 10,104.0 $1.1M 0.07% +896.0 +9.7% $107.50 -4.4%
190 OKE ONEOK INC COM USD0.01 Energy 12,295.0 $1.1M 0.07% +885.0 +7.8% $86.94 +7.0%
191 AJG ARTHUR J. GALLAGHER & CO. Financial Services 4,567.0 $1.0M 0.07% -78.0 -1.7% $229.59 +18.5%
192 COMM SERVICES SELECT SECTOR 9,653.0 $1.0M 0.07% -2K -15.8% $107.13
193 SLB SLB LIMITED Energy 22,213.0 $1.0M 0.07% -3K -12.3% $46.49 +16.2%
194 GE HEALTHCARE TECHNOLOGIES INC 16,119.0 $1.0M 0.07% +7K +79.6% $64.01
195 EQUINIX INC 987.0 $1.0M 0.07% -7.0 -0.7% $1042.90
196 SBUX STARBUCKS CORP COM USD0.001 Consumer Cyclical 9,916.0 $1.0M 0.06% -4K -28.9% $102.19 +5.2%
197 ROYAL CARIBBEAN GROUP COM USD0 3,003.0 $954K 0.06% -4K -55.7% $317.54
198 TSM TAIWAN SEMICONDUCTOR MANUFACTU Technology 1,994.0 $952K 0.06% -50.0 -2.5% $477.63 -14.1%
199 CONSTELLATION ENERGY CORP COM 3,797.0 $943K 0.06% +990.0 +35.3% $248.38
200 JPMorgan U.S. Value Factor ETF 15,915.0 $933K 0.06% -3K -16.7% $58.64
Page 10 of 20  ·  384 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%