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Portfolio (Quarterly) Guide ↗

1 NORTH WEALTH SERVICES LLC

· CIK 0001641761
13F Portfolio $306M AUM 309 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 60 Added 29 Reduced 3 Exited
Page 10 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XLI SELECT SECTOR SPDR TR 57.0 $11K 0.00% NEW $185.23 -6.6%
182 TXN TEXAS INSTRS INC Technology 35.0 $10K 0.00% +1.0 +2.9% $298.06 -14.3%
183 COP CONOCOPHILLIPS Energy 100.0 $10K 0.00% $103.96 +30.8%
184 GRNB VANECK ETF TRUST 430.0 $10K 0.00% $24.13 -1.9%
185 BMY BRISTOL-MYERS SQUIBB CO Healthcare 180.0 $10K 0.00% +24.0 +15.4% $57.62 +16.5%
186 FCX FREEPORT MCMORAN INC Basic Materials 162.0 $10K 0.00% NEW $62.89 +18.6%
187 XJR ISHARES TR 190.0 $10K 0.00% $52.75 -4.0%
188 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 115.0 $10K 0.00% $85.99 -14.3%
189 ECL ECOLAB INC Basic Materials 35.0 $10K 0.00% $278.60 +2.1%
190 F FORD MTR CO Consumer Cyclical 700.0 $10K 0.00% $13.90 +0.6%
191 GILD GILEAD SCIENCES INC Healthcare 66.0 $8K 0.00% NEW $126.33 +18.6%
192 EVX VANECK ETF TRUST 200.0 $8K 0.00% $41.21 -2.1%
193 AEP AMERICAN ELEC PWR CO INC Utilities 60.0 $8K 0.00% $136.82 -10.2%
194 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 17.0 $8K 0.00% $477.59 -13.6%
195 NDAQ NASDAQ INC Financial Services 102.0 $8K 0.00% $78.82 +22.7%
196 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 74.0 $8K 0.00% NEW $107.78 +4.1%
197 CSX CSX CORP Industrials 167.0 $8K 0.00% NEW $47.53 +2.7%
198 ESGE ISHARES INC 145.0 $8K 0.00% $54.69 -1.3%
199 DSI ISHARES TR 55.0 $8K 0.00% $142.38 +2.5%
200 ALK ALASKA AIR GROUP INC Industrials 150.0 $8K 0.00% $52.20 -19.0%
Page 10 of 16  ·  309 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 55.6%
Technology 22.3%
Healthcare 6.8%
Industrials 5.2%
Consumer Cyclical 3.2%
Communication Services 2.0%
Consumer Defensive 1.6%
Energy 1.4%
Real Estate 1.4%
Utilities 0.2%