BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 9 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SBUX STARBUCKS CORP Consumer Cyclical 120.0 $10K 0.00% NEW $84.21 +22.9%
162 ED CONSOLIDATED EDISON INC Utilities 100.0 $10K 0.00% NEW $99.32 +11.5%
163 NDAQ NASDAQ INC Financial Services 102.0 $10K 0.00% NEW $97.13 -16.0%
164 DMXF ISHARES TR 130.0 $10K 0.00% NEW $75.16 +10.2%
165 COP CONOCOPHILLIPS Energy 100.0 $9K 0.00% NEW $93.61 +14.2%
166 ECL ECOLAB INC Basic Materials 35.0 $9K 0.00% NEW $262.51 +5.2%
167 F FORD MTR CO Consumer Cyclical 700.0 $9K 0.00% NEW $13.12 +5.5%
168 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 30.0 $9K 0.00% NEW $303.90 +45.1%
169 GWW WW GRAINGER INC Industrials 9.0 $9K 0.00% NEW $1009.00 +33.1%
170 BMY BRISTOL-MYERS SQUIBB CO Healthcare 156.0 $8K 0.00% NEW $53.94 +2.0%
171 CCL CARNIVAL CORP Consumer Cyclical 270.0 $8K 0.00% NEW $30.54 -5.3%
172 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 115.0 $8K 0.00% NEW $70.60 +19.4%
173 XJR ISHARES TR 190.0 $8K 0.00% NEW $42.58 +20.2%
174 IBIT ISHARES BITCOIN TRUST ETF Financial Services 160.0 $8K 0.00% NEW $49.65 -31.7%
175 EVX VANECK ETF TRUST 200.0 $8K 0.00% NEW $38.23 +6.4%
176 ALK ALASKA AIR GROUP INC Industrials 150.0 $8K 0.00% NEW $50.30 +2.5%
177 DLB DOLBY LABORATORIES INC Technology 115.0 $7K 0.00% NEW $64.30 -18.1%
178 IWN ISHARES TR 40.0 $7K 0.00% NEW $181.20 +20.6%
179 BLACKROCK ETF TRUST 130.0 $7K 0.00% NEW $54.66
180 DSI ISHARES TR 55.0 $7K 0.00% NEW $128.84 +7.8%
Page 9 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%