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Portfolio (Quarterly) Guide ↗

1 NORTH WEALTH SERVICES LLC

· CIK 0001641761
13F Portfolio $277M AUM 270 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 38 Added 48 Reduced 23 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 SU SUNCOR ENERGY INC NEW Energy 731 $32K 0.01% SOLD
2 ASTRAZENECA PLC 215 $20K 0.01% SOLD
3 OKE ONEOK INC NEW Energy 213 $16K 0.01% SOLD
4 CNR CORE NATURAL RESOURCES INC Energy 120 $11K 0.00% SOLD
5 IWN ISHARES TR 40 $7K 0.00% SOLD
6 SYK STRYKER CORPORATION Healthcare 20 $7K 0.00% SOLD
7 CARR CARRIER GLOBAL CORPORATION Industrials 129 $7K 0.00% SOLD
8 FISV FISERV INC Technology 100 $7K 0.00% SOLD
9 NOV NOV INC Energy 344 $5K 0.00% SOLD
10 OTIS OTIS WORLDWIDE CORP Industrials 60 $5K 0.00% SOLD
11 VFC V F CORP Consumer Cyclical 241 $4K 0.00% SOLD
12 HWC HANCOCK WHITNEY CORPORATION Financial Services 65 $4K 0.00% SOLD
13 PJP INVESCO EXCHANGE TRADED FD T 31 $3K 0.00% SOLD
14 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 49 $3K 0.00% SOLD
15 PEY INVESCO EXCHANGE TRADED FD T 125 $3K 0.00% SOLD
16 XLY SELECT SECTOR SPDR TR 20 $2K 0.00% SOLD
17 PAYC PAYCOM SOFTWARE INC Technology 13 $2K 0.00% SOLD
18 XLRE SELECT SECTOR SPDR TR 45 $2K 0.00% SOLD
19 KTB KONTOOR BRANDS INC Consumer Cyclical 27 $2K 0.00% SOLD
20 TRIP TRIPADVISOR INC Consumer Cyclical 96 $1K SOLD
Page 1 of 2  ·  23 positions
Sector Allocation
Financial Services 56.3%
Technology 21.4%
Healthcare 5.9%
Industrials 4.2%
Communication Services 3.5%
Consumer Cyclical 3.1%
Energy 1.8%
Consumer Defensive 1.7%
Real Estate 1.6%
Utilities 0.2%