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Portfolio (Quarterly) Guide ↗

Connecticut Wealth Management, LLC

· CIK 0001689829
13F Portfolio $2.7B AUM 340 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 58 Added 157 Reduced 12 Exited
Page 6 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KO COCA COLA CO Consumer Defensive 9,528.0 $774K 0.03% -385.0 -3.9% $81.27 +10.8%
102 LH LABCORP HOLDINGS INC Healthcare 2,670.0 $748K 0.03% -74.0 -2.7% $280.00 +19.9%
103 AON AON PLC Financial Services 2,244.0 $744K 0.03% -100.0 -4.3% $331.69 +6.7%
104 HIG HARTFORD INSURANCE GROUP INC Financial Services 5,282.0 $700K 0.03% -154.0 -2.8% $132.51 +5.5%
105 HAL HALLIBURTON CO Energy 19,234.0 $653K 0.02% -252.0 -1.3% $33.95 +1.4%
106 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,193.0 $643K 0.02% -73.0 -3.2% $293.18 +4.6%
107 IYF ISHARES TR 5,038.0 $642K 0.02% -206.0 -3.9% $127.51 +7.9%
108 ETN EATON CORP PLC Industrials 1,504.0 $641K 0.02% -36.0 -2.3% $426.12 -1.6%
109 IHI ISHARES TR 12,678.0 $626K 0.02% -1K -8.1% $49.41 +12.1%
110 BND VANGUARD BD INDEX FDS 8,477.0 $622K 0.02% -1K -13.2% $73.41 -1.1%
111 WM WASTE MGMT INC DEL Industrials 2,790.0 $622K 0.02% -19.0 -0.7% $222.90 -0.7%
112 ANET ARISTA NETWORKS INC Technology 3,646.0 $619K 0.02% -721.0 -16.5% $169.86 +19.1%
113 CWB SPDR SERIES TRUST 5,605.0 $604K 0.02% -1K -19.8% $107.82 -3.8%
114 ACN ACCENTURE PLC IRELAND Technology 4,758.0 $592K 0.02% -627.0 -11.6% $124.45 +45.7%
115 INDA ISHARES TR 11,893.0 $587K 0.02% -2K -13.6% $49.39 +0.7%
116 PRU PRUDENTIAL FINL INC Financial Services 5,180.0 $559K 0.02% -248.0 -4.6% $107.93 +11.4%
117 DIS DISNEY WALT CO Communication Services 5,765.0 $555K 0.02% -267.0 -4.4% $96.25 +13.9%
118 ES EVERSOURCE ENERGY Utilities 7,436.0 $537K 0.02% -380.0 -4.9% $72.27 -0.8%
119 FIX COMFORT SYS USA INC Industrials 267.0 $529K 0.02% -221.0 -45.3% $1981.95 -18.5%
120 XYL XYLEM INC Industrials 4,414.0 $522K 0.02% -265.0 -5.7% $118.21 -4.1%
Page 6 of 8  ·  157 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
Financial Services 31.1%
Technology 25.3%
Industrials 18.3%
Healthcare 7.3%
Consumer Cyclical 5.5%
Consumer Defensive 4.8%
Communication Services 3.6%
Energy 1.7%
Utilities 1.5%
Basic Materials 0.6%