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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 19 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MFC MANULIFE FINL CORP Financial Services 326.0 $13K 0.00% NEW $40.61 +4.4%
362 WTRG ESSENTIAL UTILS INC Utilities 339.0 $13K 0.00% NEW $38.32 +7.4%
363 PNQI INVESCO EXCHANGE TRADED FD T 285.0 $13K 0.00% NEW $45.58 +15.3%
364 ORCL ORACLE CORP Technology 88.0 $13K 0.00% NEW $146.93 +1.5%
365 USB US BANCORP Financial Services 208.0 $13K 0.00% NEW $60.58 +1.6%
366 JBBB JANUS DETROIT STR TR 265.0 $13K 0.00% NEW $47.51 -0.3%
367 OHI OMEGA HEALTHCARE INVS INC Real Estate 260.0 $12K 0.00% NEW $47.72 -4.2%
368 CLIP GLOBAL X FDS 120.0 $12K 0.00% NEW $100.72 -0.4%
369 MCHI ISHARES TR 234.0 $12K 0.00% NEW $51.15 +7.0%
370 SCHH SCHWAB STRATEGIC TR 503.0 $12K 0.00% NEW $23.70 -0.5%
371 ACN ACCENTURE PLC IRELAND Technology 94.0 $12K 0.00% NEW $124.64 +52.2%
372 KMI KINDER MORGAN INC DEL Energy 360.0 $12K 0.00% NEW $31.98 +0.8%
373 EXI ISHARES TR 56.0 $11K 0.00% NEW $201.64 -1.9%
374 IVOO VANGUARD ADMIRAL FDS INC 86.0 $11K 0.00% NEW $130.74 -2.4%
375 JNK SPDR SERIES TRUST 114.0 $11K 0.00% NEW $96.37 -0.3%
376 CEMB ISHARES INC 234.0 $11K 0.00% NEW $45.71 -0.8%
377 ASML ASML HLDG NV Technology 5.0 $11K 0.00% NEW $2138.80 -20.7%
378 PHM PULTE GROUP INC Consumer Cyclical 76.0 $10K 0.00% NEW $137.86 -8.4%
379 CG CARLYLE GROUP INC Financial Services 245.0 $10K 0.00% NEW $42.27 +14.5%
380 GALAXY DIGITAL INC. 376.0 $10K 0.00% NEW $27.34
Page 19 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%