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Portfolio (Quarterly) Guide ↗

Denver PWM, LLC

· CIK 0001657980
13F Portfolio $291M AUM 87 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 14 Added 50 Reduced 5 Exited
Page 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPMD SPDR SERIES TRUST 3,853.0 $250K 0.09% -100.0 -2.5% $64.88 +2.6%
82 PG PROCTER & GAMBLE CO Consumer Defensive 1,580.0 $231K 0.08% -281.0 -15.1% $146.46 +2.7%
83 CVX CHEVRON CORPORATION Energy 1,241.0 $225K 0.08% NEW $181.62 -4.4%
84 RKLB ROCKET LAB CORP Industrials 2,008.0 $212K 0.07% NEW $105.47 +1.7%
85 TJX TJX COS INC NEW Consumer Cyclical 1,374.0 $211K 0.07% NEW $153.36 +6.8%
86 AMD ADVANCED MICRO DEVICES INC Technology 460.0 $209K 0.07% NEW $455.19 +18.1%
87 LLY ELI LILLY & CO Healthcare 216.0 $205K 0.07% NEW $949.51 +15.7%
Page 5 of 5  ·  87 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
Technology 46.3%
Industrials 13.2%
Communication Services 8.8%
Consumer Defensive 8.6%
Consumer Cyclical 6.7%
Healthcare 5.5%
Financial Services 5.3%
Energy 4.6%
Utilities 1.0%