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Portfolio (Quarterly) Guide ↗

1 NORTH WEALTH SERVICES LLC

· CIK 0001641761
13F Portfolio $284M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 279 New
Page 14 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TRIP TRIPADVISOR INC Consumer Cyclical 96.0 $1K NEW $14.56 -10.9%
262 SCHH SCHWAB STRATEGIC TR 63.0 $1K NEW $20.89 +14.1%
263 DAR DARLING INGREDIENTS INC Consumer Defensive 36.0 $1K NEW $36.00 +46.2%
264 PFE PFIZER INC Healthcare 50.0 $1K NEW $24.90 -3.5%
265 QCOM QUALCOMM INC Technology 7.0 $1K NEW $171.00 +15.4%
266 UNP UNION PAC CORP Industrials 5.0 $1K NEW $231.40 +12.3%
267 ETHM DYNAMIX CORP Financial Services 100.0 $1K NEW $10.29 +4.9%
268 TDC TERADATA CORP DEL Technology 33.0 $1K NEW $30.45 +4.1%
269 PNC PNC FINL SVCS GROUP INC Financial Services 4.0 $835.0 NEW $208.75 +14.9%
270 PGX INVESCO EXCH TRADED FD TR II 60.0 $674.0 NEW $11.23 -3.6%
271 DELL DELL TECHNOLOGIES INC Technology 5.0 $629.0 NEW $125.80 +245.0%
272 CI THE CIGNA GROUP Healthcare 2.0 $550.0 NEW $275.00 +1.6%
273 GTN GRAY MEDIA INC Communication Services 60.0 $290.0 NEW $4.83 -18.3%
274 TIP ISHARES TR 3.0 $287.0 NEW $95.67 +14.3%
275 NTLA INTELLIA THERAPEUTICS INC Healthcare 25.0 $225.0 NEW $9.00 +72.2%
276 AVNS AVANOS MED INC Healthcare 14.0 $157.0 NEW $11.21 +122.5%
277 INOVIO PHARMACEUTICALS INC 41.0 $71.0 NEW $1.73
278 BODI THE BEACHBODY COMPANY INC Communication Services 2.0 $21.0 NEW $10.50 -7.7%
279 IBB ISHARES TR $15.0 NEW
Page 14 of 14  ·  279 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 52.3%
Technology 24.6%
Healthcare 7.1%
Industrials 4.5%
Consumer Cyclical 3.7%
Communication Services 3.6%
Consumer Defensive 1.5%
Energy 1.3%
Real Estate 1.1%
Basic Materials 0.2%