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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 9 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PIO INVESCO EXCH TRADED FD TR II 304.0 $14K 0.00% $44.97 -2.1%
162 EUSB ISHARES TR 310.0 $13K 0.00% $43.45 -2.1%
163 VUG VANGUARD INDEX FDS 150.0 $13K 0.00% +125.0 +500.0% $86.14 +1.4%
164 XJH ISHARES TR 245.0 $13K 0.00% $52.15 -3.5%
165 KMB KIMBERLY-CLARK CORP Consumer Defensive 115.0 $13K 0.00% $109.77 -2.5%
166 SUSC ISHARES TR 545.0 $13K 0.00% $23.15 -2.8%
167 XEL XCEL ENERGY INC Utilities 157.0 $13K 0.00% NEW $80.30 -5.5%
168 T AT&T INC Communication Services 607.0 $13K 0.00% NEW $20.70 +25.7%
169 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 13.0 $13K 0.00% NEW $965.00 -15.4%
170 SBUX STARBUCKS CORP Consumer Cyclical 120.0 $12K 0.00% $102.19 +3.9%
171 GWW WW GRAINGER INC Industrials 9.0 $12K 0.00% $1360.44 -3.8%
172 MDT MEDTRONIC PLC Healthcare 154.0 $12K 0.00% +126.0 +450.0% $78.23 +17.7%
173 ADI ANALOG DEVICES INC Technology 30.0 $12K 0.00% NEW $397.17 -10.7%
174 PLTR PALANTIR TECHNOLOGIES INC Technology 100.0 $12K 0.00% $116.67 +54.2%
175 MSI MOTOROLA SOLUTIONS INC Technology 28.0 $12K 0.00% $415.29 +18.3%
176 FDUS FIDUS INVT CORP Financial Services 600.0 $11K 0.00% $19.07 +3.0%
177 ED CONSOLIDATED EDISON INC Utilities 101.0 $11K 0.00% +1.0 +1.0% $110.63 -2.7%
178 WMB WILLIAMS COS INC Energy 148.0 $11K 0.00% NEW $74.34 +1.2%
179 DMXF ISHARES TR 130.0 $11K 0.00% $84.60 +1.2%
180 SYF SYNCHRONY FINANCIAL Financial Services 142.0 $11K 0.00% NEW $76.05 +0.8%
Page 9 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%