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Portfolio (Quarterly) Guide ↗

Darwin Wealth Management, LLC

· CIK 0001663224
13F Portfolio $365M AUM 122 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 777 New
Page 12 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SPAB SPDR SERIES TRUST 2,255.0 $58K 0.02% NEW $25.53 -1.7%
222 PAYX PAYCHEX INC Industrials 580.0 $57K 0.02% NEW $98.48 +29.3%
223 IXN ISHARES TR 387.0 $56K 0.01% NEW $144.64 -2.4%
224 SO SOUTHERN CO Utilities 579.0 $55K 0.01% NEW $95.72 -8.1%
225 QUAL ISHARES TR 251.0 $55K 0.01% NEW $219.85 +1.3%
226 BNDX VANGUARD CHARLOTTE FDS 1,096.0 $53K 0.01% NEW $48.45 -1.8%
227 UNH UNITEDHEALTH GROUP INC Healthcare 127.0 $53K 0.01% NEW $417.20 -6.7%
228 DGRO ISHARES TR 685.0 $52K 0.01% NEW $75.88 +4.1%
229 FBND FIDELITY MERRIMACK STR TR 1,124.0 $51K 0.01% NEW $45.49 -1.6%
230 BSX BOSTON SCIENTIFIC CORP Healthcare 1,188.0 $51K 0.01% NEW $42.68 +13.2%
231 ENB ENBRIDGE INC Energy 932.0 $51K 0.01% NEW $54.22 -6.7%
232 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 920.0 $51K 0.01% NEW $54.91 -19.3%
233 IONQ IONQ INC Technology 948.0 $50K 0.01% NEW $53.26 -26.2%
234 CRSP CRISPR THERAPEUTICS AG Healthcare 925.0 $50K 0.01% NEW $54.54 +4.5%
235 AGX ARGAN INC Industrials 62.0 $50K 0.01% NEW $808.55 -47.4%
236 AGGY WISDOMTREE TR 1,141.0 $50K 0.01% NEW $43.49 -2.1%
237 TGT TARGET CORP Consumer Defensive 375.0 $49K 0.01% NEW $130.73 +23.1%
238 STM STMICROELECTRONICS N V Technology 654.0 $49K 0.01% NEW $74.91 -33.1%
239 EUFN ISHARES TR 1,246.0 $49K 0.01% NEW $39.01 +8.4%
240 ULTA ULTA BEAUTY INC Consumer Cyclical 107.0 $48K 0.01% NEW $450.97 +19.1%
Page 12 of 39  ·  777 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 40.9%
Financial Services 15.9%
Consumer Cyclical 10.7%
Industrials 9.5%
Communication Services 8.5%
Healthcare 6.1%
Consumer Defensive 5.1%
Basic Materials 2.3%
Utilities 0.5%
Energy 0.3%