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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 6 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PM PHILIP MORRIS INTL INC Consumer Defensive 220.0 $35K 0.01% NEW $160.40 +11.5%
102 AMGN AMGEN INC Healthcare 106.0 $35K 0.01% NEW $327.31 +7.4%
103 BX BLACKSTONE INC Financial Services 221.0 $34K 0.01% NEW $154.14 -26.7%
104 DLR DIGITAL RLTY TR INC Real Estate 219.0 $34K 0.01% NEW $154.60 +24.9%
105 IHI ISHARES TR 537.0 $33K 0.01% NEW $62.15 -20.2%
106 SU SUNCOR ENERGY INC NEW Energy 731.0 $32K 0.01% NEW $44.36 +22.8%
107 GLW CORNING INC Technology 360.0 $32K 0.01% NEW $87.56 +135.1%
108 ALL ALLSTATE CORP Financial Services 148.0 $31K 0.01% NEW $208.15 +12.2%
109 RTX RTX CORPORATION Industrials 167.0 $31K 0.01% NEW $183.40 +0.9%
110 NEE NEXTERA ENERGY INC Utilities 364.0 $29K 0.01% NEW $80.28 +9.1%
111 GE GE AEROSPACE Industrials 91.0 $28K 0.01% NEW $308.03 +18.8%
112 IWB ISHARES TR 75.0 $28K 0.01% NEW $373.44 +7.5%
113 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 100.0 $28K 0.01% NEW $278.92 +15.1%
114 DDOG DATADOG INC Technology 200.0 $27K 0.01% NEW $135.99 +63.7%
115 BA BOEING CO Industrials 125.0 $27K 0.01% NEW $217.12 +1.4%
116 VZ VERIZON COMMUNICATIONS INC Communication Services 631.0 $26K 0.01% NEW $40.75 +14.7%
117 AOA ISHARES TR 262.0 $23K 0.01% NEW $89.56 +7.8%
118 GNTX GENTEX CORP Consumer Cyclical 1,000.0 $23K 0.01% NEW $23.27 +7.6%
119 R RYDER SYS INC Industrials 118.0 $23K 0.01% NEW $191.39 +36.4%
120 SYNA SYNAPTICS INC Technology 300.0 $22K 0.01% NEW $74.02 +75.8%
Page 6 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%