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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 12 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 YUM YUM BRANDS INC Consumer Cyclical 23.0 $4K 0.00% $155.48 -2.1%
222 DD DUPONT DE NEMOURS INC Basic Materials 78.0 $4K 0.00% $45.79 +207.2%
223 ISTR INVESTAR HOLDING CORP Financial Services 125.0 $3K 0.00% $27.27 +10.0%
224 ICLN ISHARES TR 180.0 $3K 0.00% $18.29 +13.7%
225 DOW DOW HLDGS INC Basic Materials 78.0 $3K 0.00% $41.65 -30.4%
226 VOX VANGUARD WORLD FD 18.0 $3K 0.00% $179.83 +1.8%
227 SHLD GLOBAL X FDS 45.0 $3K 0.00% NEW $70.84 -16.4%
228 VWO VANGUARD INTL EQUITY INDEX F 58.0 $3K 0.00% $54.05 +9.4%
229 TAN INVESCO EXCH TRADED FD TR II 55.0 $3K 0.00% $55.71 +6.9%
230 EBIZ GLOBAL X FDS 105.0 $3K 0.00% $26.76 +2.6%
231 YETI YETI HLDGS INC Consumer Cyclical 75.0 $3K 0.00% NEW $36.59 +36.1%
232 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 38.0 $3K 0.00% NEW $70.50 -29.7%
233 ENB ENBRIDGE INC Energy 49.0 $3K 0.00% $54.14 +1.7%
234 PYPL PAYPAL HLDGS INC Financial Services 56.0 $3K 0.00% $45.23 -5.4%
235 IDNA ISHARES TR 85.0 $2K 0.00% $29.05 +9.8%
236 MDT MEDTRONIC PLC Healthcare 28.0 $2K 0.00% $86.64 -6.9%
237 IBM INTERNATIONAL BUSINESS MACHS Technology 10.0 $2K 0.00% $242.40 +8.2%
238 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 14.0 $2K 0.00% $165.14 +11.7%
239 AVAV AEROVIRONMENT INC Industrials 12.0 $2K 0.00% NEW $183.08 -20.2%
240 CDP COPT DEFENSE PROPERTIES Real Estate 70.0 $2K 0.00% $30.60 +13.4%
Page 12 of 14  ·  270 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 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%