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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 23 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BETA BETA TECHNOLOGIES INC Industrials 300.0 $5K 0.00% NEW $16.75 +20.0%
442 TFC TRUIST FINL CORP Financial Services 98.0 $5K 0.00% NEW $49.96 -0.8%
443 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 14.0 $5K 0.00% NEW $346.71 -8.8%
444 ING ING GROEP N.V. Financial Services 149.0 $5K 0.00% NEW $31.45 +12.3%
445 DVY ISHARES TR 29.0 $5K 0.00% NEW $160.59 +1.2%
446 STPZ PIMCO ETF TR 84.0 $5K 0.00% NEW $53.60 -2.0%
447 RIG TRANSOCEAN LTD Energy 900.0 $4K 0.00% NEW $4.89 +18.8%
448 INGERSOLL RAND INC 53.0 $4K 0.00% NEW $82.74
449 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 551.0 $4K 0.00% NEW $7.88 -6.8%
450 SKYY FIRST TR EXCHANGE-TRADED FD 32.0 $4K 0.00% NEW $134.53 +22.9%
451 KLAC KLA CORP Technology 14.0 $4K 0.00% NEW $302.07 -41.9%
452 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 200.0 $4K 0.00% NEW $21.11 -23.5%
453 SNPS SYNOPSYS INC Technology 9.0 $4K 0.00% NEW $467.22 -5.9%
454 SNSR GLOBAL X FDS 83.0 $4K 0.00% NEW $50.08 -5.8%
455 BCI ABRDN ETFS 185.0 $4K 0.00% NEW $22.34 +15.1%
456 EVEREST GROUP LTD 11.0 $4K 0.00% NEW $369.82
457 LITE LUMENTUM HLDGS INC Technology 4.0 $4K 0.00% NEW $1010.25 -9.5%
458 NKE NIKE INC Consumer Cyclical 98.0 $4K 0.00% NEW $41.17 -5.1%
459 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 600.0 $4K 0.00% NEW $6.60 -5.0%
460 TLH ISHARES TR 39.0 $4K 0.00% NEW $100.33 -3.3%
Page 23 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%