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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 6 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PSKY PARAMOUNT SKYDANCE CORP Communication Services 178,687.0 $1.8M 0.27% -2K -0.9% $9.86 +5.0%
102 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,351.0 $1.6M 0.24% -95.0 -2.1% $370.59 -3.8%
103 D DOMINION ENERGY INC Utilities 23,327.0 $1.6M 0.24% +223.0 +1.0% $68.29 -2.5%
104 BMY BRISTOL-MYERS SQUIBB CO Healthcare 26,593.0 $1.5M 0.23% -200.0 -0.8% $57.62 +16.3%
105 BAC BANK OF AMER CORP Financial Services 26,734.0 $1.5M 0.23% -3K -9.1% $56.98 +8.3%
106 KD KYNDRYL HLDGS INC Technology 133,345.0 $1.5M 0.23% +20K +17.2% $11.31 +11.0%
107 DUK DUKE ENERGY CORP NEW Utilities 11,877.0 $1.5M 0.23% $126.58 -5.3%
108 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,604.0 $1.5M 0.23% $576.70 -7.2%
109 SCHE SCHWAB STRATEGIC TR 41,415.0 $1.5M 0.23% $36.26 +2.0%
110 UNP UNION PAC CORP Industrials 5,438.0 $1.5M 0.23% $272.00 +13.3%
111 EXPD EXPEDITORS INTL WASH INC Industrials 8,875.0 $1.4M 0.22% -50.0 -0.6% $162.98 +15.2%
112 IJR ISHARES TR 9,696.0 $1.4M 0.22% $148.31 -0.7%
113 WSO WATSCO INC Industrials 3,157.0 $1.3M 0.20% -196.0 -5.8% $416.73 -25.1%
114 PM PHILIP MORRIS INTL INC Consumer Defensive 7,200.0 $1.3M 0.20% +69.0 +1.0% $180.91 +4.0%
115 VMC VULCAN MATLS CO Basic Materials 4,162.0 $1.2M 0.19% $295.01 -6.4%
116 MO ALTRIA GROUP INC Consumer Defensive 15,614.0 $1.1M 0.17% $71.95 -8.1%
117 GD GENERAL DYNAMICS CORP Industrials 3,102.0 $1.1M 0.17% $354.24 +8.5%
118 FTV FORTIVE CORP Technology 17,481.0 $1.1M 0.16% $61.09 -1.7%
119 VUG VANGUARD INDEX FDS 12,121.0 $1.0M 0.16% +10K +492.4% $86.14 +1.6%
120 KO COCA COLA CO Consumer Defensive 12,606.0 $1.0M 0.16% -179.0 -1.4% $81.27 +12.1%
Page 6 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%