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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 39 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 XENETIC BIOSCIENCES INC 2.0 $5.0 NEW $2.50
762 PNC PNC FINL SVCS GROUP INC Financial Services $4.0 NEW
763 PTON PELOTON INTERACTIVE INC Consumer Cyclical $4.0 NEW
764 RKT ROCKET COS INC Financial Services $4.0 NEW
765 SSNC SS&C TECH HLDGS Technology $4.0 NEW
766 VCSH VANGUARD SCOTTSDALE FDS $4.0 NEW
767 BDX BECTON DICKINSON & CO Healthcare $3.0 NEW
768 ELS EQUITY LIFESTYLE PROPERTIES Real Estate $3.0 NEW
769 VMC VULCAN MATLS CO Basic Materials $2.0 NEW
770 AA ALCOA CORP Basic Materials $1.0 NEW
771 BAX BAXTER INTL INC Healthcare $1.0 NEW
772 PCG PG&E CORP Utilities $1.0 NEW
773 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical $1.0 NEW
774 SNAP SNAP INC Communication Services $1.0 NEW
775 AFRM AFFIRM HLDGS INC Technology NEW
776 BRKR BRUKER CORP Healthcare NEW
777 REE AUTOMOTIVE LTD 3.0 NEW
Page 39 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%