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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 5 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KMI KINDER MORGAN INC DEL Energy 80,896.0 $2.6M 0.39% $31.97 -3.1%
82 STIP ISHARES TR 24,579.0 $2.5M 0.38% +260.0 +1.1% $102.16 -1.2%
83 AMAT APPLIED MATLS INC Technology 3,438.0 $2.5M 0.38% -419.0 -10.9% $723.00 -31.9%
84 FNDX SCHWAB STRATEGIC TR 74,556.0 $2.3M 0.35% +6K +9.0% $31.10 +4.6%
85 HD HOME DEPOT INC Consumer Cyclical 6,536.0 $2.3M 0.35% -157.0 -2.4% $352.68 -4.8%
86 PEP PEPSICO INC Consumer Defensive 16,325.0 $2.2M 0.34% $135.40 +6.0%
87 SCHX SCHWAB STRATEGIC TR 74,292.0 $2.2M 0.33% -771.0 -1.0% $29.43 +2.6%
88 ALL ALLSTATE CORP Financial Services 9,107.0 $2.2M 0.33% $237.94 +6.7%
89 PG PROCTER & GAMBLE CO Consumer Defensive 14,043.0 $2.1M 0.31% +100.0 +0.7% $146.64 -1.3%
90 LLY ELI LILLY & CO Healthcare 1,706.0 $2.0M 0.31% +20.0 +1.2% $1199.43 +4.6%
91 ADBE ADOBE INC Technology 9,642.0 $2.0M 0.30% +3K +37.6% $205.02 +34.3%
92 AMT AMERICAN TOWER CORP Real Estate 11,957.0 $2.0M 0.30% +90.0 +0.8% $163.57 +7.5%
93 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,504.0 $1.9M 0.28% $746.73 +2.5%
94 BMI BADGER METER INC Technology 12,581.0 $1.9M 0.28% NEW $148.38 -11.2%
95 LOW LOWES COS INC Consumer Cyclical 8,360.0 $1.8M 0.28% $220.49 -2.0%
96 JMST J P MORGAN EXCHANGE TRADED F 36,128.0 $1.8M 0.28% +724.0 +2.0% $51.00 -0.2%
97 QCOM QUALCOMM INC Technology 9,895.0 $1.8M 0.28% -1K -9.3% $184.79 -13.0%
98 ABT ABBOTT LABORATORIES Healthcare 20,144.0 $1.8M 0.28% -727.0 -3.5% $90.74 +28.5%
99 KLAC KLA CORP Technology 6,055.0 $1.8M 0.28% +5K +760.1% $301.71 -39.0%
100 SPSB SPDR SERIES TRUST 59,924.0 $1.8M 0.27% -327.0 -0.5% $30.01 -0.2%
Page 5 of 11  ·  208 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%