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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 16 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CI THE CIGNA GROUP Healthcare 2.0 $551.0 $275.50 +2.7%
302 NTLA INTELLIA THERAPEUTICS INC Healthcare 25.0 $423.0 $16.92 -25.0%
303 AVNS AVANOS MED INC Healthcare 14.0 $348.0 $24.86 +0.5%
304 ELME COMMUNITIES 174.0 $258.0 $1.48
305 TIP ISHARES TR 2.0 $191.0 -1.0 -33.3% $95.50 +11.8%
306 OII OCEANEERING INTL INC Energy 3.0 $122.0 NEW $40.67 +26.2%
307 INOVIO PHARMACEUTICALS INC 41.0 $45.0 $1.10
308 BODI THE BEACHBODY COMPANY INC Communication Services 2.0 $20.0 $10.00 -43.1%
309 CALF PACER FDS TR NEW
Page 16 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%