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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 15 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EWJ ISHARES INC 347.0 $32K 0.01% NEW $93.48 +2.4%
282 CSX CSX CORP Industrials 676.0 $32K 0.01% NEW $47.55 +6.2%
283 ROK ROCKWELL AUTOMATION INC Industrials 64.0 $32K 0.01% NEW $495.47 -14.4%
284 EIX EDISON INTL Utilities 423.0 $32K 0.01% NEW $74.50 -28.1%
285 ON ON SEMICONDUCTOR CORP Technology 333.0 $31K 0.01% NEW $94.54 -22.1%
286 XTN SPDR SERIES TRUST 265.0 $31K 0.01% NEW $115.64 -8.8%
287 HAL HALLIBURTON CO Energy 890.0 $30K 0.01% NEW $33.97 +8.4%
288 KNG FIRST TR EXCHANGE-TRADED FD 593.0 $30K 0.01% NEW $50.57 +1.2%
289 EMR EMERSON ELEC CO Industrials 208.0 $30K 0.01% NEW $143.80 +6.3%
290 SHOP SHOPIFY INC Technology 261.0 $30K 0.01% NEW $114.23 +28.5%
291 FREL FIDELITY COVINGTON TRUST 1,009.0 $30K 0.01% NEW $29.31 -0.3%
292 FEZ SPDR INDEX SHS FDS 429.0 $30K 0.01% NEW $68.78 +2.8%
293 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 61.0 $29K 0.01% NEW $480.44 -13.4%
294 IXC ISHARES TR 576.0 $28K 0.01% NEW $49.16 +17.5%
295 DELL DELL TECHNOLOGIES INC Technology 65.0 $28K 0.01% NEW $434.69 +6.8%
296 LIN LINDE PLC Basic Materials 53.0 $28K 0.01% NEW $524.04 -6.8%
297 GILD GILEAD SCIENCES INC Healthcare 216.0 $27K 0.01% NEW $126.86 +15.3%
298 FDX FEDEX CORP Industrials 83.0 $26K 0.01% NEW $316.76 +3.2%
299 CB CHUBB LIMITED Financial Services 76.0 $26K 0.01% NEW $340.74 -0.4%
300 EQTY VALUED ADVISERS TR 901.0 $25K 0.01% NEW $27.96 +6.1%
Page 15 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%