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Portfolio (Quarterly) Guide ↗

Alpha Omega Wealth Management LLC

· CIK 0001665633
13F Portfolio $657M AUM 208 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 44 Added 94 Reduced 8 Exited
Page 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC 15,891.0 $5.6M 0.85% -474.0 -2.9% $353.33
22 PSX PHILLIPS 66 Energy 33,114.0 $5.6M 0.85% -706.0 -2.1% $169.05 +43.7%
23 ENB ENBRIDGE INC Energy 102,889.0 $5.6M 0.85% -4K -3.8% $54.21 -6.9%
24 GIS GENERAL MILLS INC Consumer Defensive 158,592.0 $5.5M 0.84% -9K -5.1% $34.80 +14.9%
25 O REALTY INCOME CORP Real Estate 87,742.0 $5.4M 0.83% -465.0 -0.5% $61.96 +1.0%
26 ETN EATON CORP PLC Industrials 12,223.0 $5.2M 0.79% -1K -8.5% $426.12 -1.6%
27 SCHB SCHWAB STRATEGIC TR 178,179.0 $5.2M 0.79% -5K -2.6% $28.96 +2.2%
28 SCHM SCHWAB STRATEGIC TR 139,747.0 $5.2M 0.78% -1K -1.0% $36.87 -1.9%
29 FEDERATED HERMES INC 90,469.0 $5.0M 0.76% -2K -2.1% $55.22
30 PYPL PAYPAL HLDGS INC Financial Services 114,936.0 $5.0M 0.76% -21K -15.6% $43.18 +42.5%
31 BERKSHIRE HATHAWAY INC DEL 9,298.0 $4.7M 0.71% -143.0 -1.5% $500.39
32 NSC NORFOLK SOUTHN CORP Industrials 14,692.0 $4.6M 0.70% -263.0 -1.8% $314.58 +11.5%
33 SLB SLB LIMITED Energy 98,127.0 $4.6M 0.69% -3K -3.0% $46.49 +15.9%
34 AEP AMERICAN ELEC PWR CO INC Utilities 32,774.0 $4.5M 0.68% -328.0 -1.0% $136.81 -11.6%
35 JCI JOHNSON CONTROLS INTERNATION Industrials 29,212.0 $4.3M 0.65% -4K -12.1% $146.11 -2.1%
36 ODFL OLD DOMINION FREIGHT LINE IN Industrials 19,448.0 $4.2M 0.64% -265.0 -1.3% $216.60 -4.7%
37 MRK MERCK & CO INC Healthcare 30,580.0 $3.9M 0.60% -2K -6.6% $128.50 +18.7%
38 IEMG ISHARES INC 42,793.0 $3.5M 0.54% -923.0 -2.1% $82.84 -1.5%
39 V VISA INC Financial Services 9,705.0 $3.3M 0.51% -189.0 -1.9% $343.09 +8.1%
40 RSP INVESCO EXCHANGE TRADED FD T 15,352.0 $3.3M 0.50% -82.0 -0.5% $212.77 +4.2%
Page 2 of 5  ·  94 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 23.3%
Financial Services 14.3%
Healthcare 12.8%
Energy 11.0%
Industrials 10.3%
Consumer Defensive 7.3%
Real Estate 6.0%
Consumer Cyclical 5.8%
Communication Services 5.1%
Utilities 3.1%