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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 13 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PCRX PACIRA BIOSCIENCES INC Healthcare 85.0 $2K 0.00% $22.60 +6.2%
242 UPS UNITED PARCEL SVCS INC Industrials 19.0 $2K 0.00% $98.37 +7.2%
243 CRM SALESFORCE INC Technology 10.0 $2K 0.00% $186.70 -17.0%
244 BIIB BIOGEN INC Healthcare 10.0 $2K 0.00% $183.30 +8.8%
245 MINT PIMCO ETF TR 18.0 $2K 0.00% -200.0 -91.7% $100.56 +0.2%
246 AGG ISHARES TR 18.0 $2K 0.00% $99.28 -0.1%
247 UAA UNDER ARMOUR INC Consumer Cyclical 300.0 $2K 0.00% $5.91 +3.5%
248 UA UNDER ARMOUR INC Consumer Cyclical 302.0 $2K 0.00% $5.79 +2.1%
249 GM GENERAL MTRS CO Consumer Cyclical 21.0 $2K 0.00% $74.52 +6.9%
250 KOMP SPDR SERIES TRUST 25.0 $1K 0.00% $58.48 +17.8%
251 GIS GENERAL MILLS INC Consumer Defensive 39.0 $1K 0.00% $37.23 -5.9%
252 PFE PFIZER INC Healthcare 50.0 $1K 0.00% $28.08 -14.0%
253 VSNT VERSANT MEDIA GROUP INC Industrials 37.0 $1K NEW $37.03 +3.5%
254 SCHH SCHWAB STRATEGIC TR 63.0 $1K $21.49 +10.8%
255 UNP UNION PAC CORP Industrials 5.0 $1K $242.60 +7.5%
256 ETHM DYNAMIX CORP Financial Services 100.0 $1K $10.47 +3.1%
257 QCOM QUALCOMM INC Technology 7.0 $901.0 $128.71 +53.0%
258 TDC TERADATA CORP DEL Technology 33.0 $846.0 $25.64 +24.7%
259 PNC PNC FINL SVCS GROUP INC Financial Services 4.0 $832.0 $208.00 +14.9%
260 PGX INVESCO EXCH TRADED FD TR II 60.0 $653.0 $10.88 -0.2%
Page 13 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%