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Portfolio (Quarterly) Guide ↗

Connecticut Wealth Management, LLC

· CIK 0001689829
13F Portfolio $2.4B AUM 327 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 87 Added 126 Reduced 18 Exited
Page 7 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ADBE ADOBE INC Technology 1,100.0 $267K 0.01% -308.0 -21.9% $243.08 -1.1%
122 PNC PNC FINL SVCS GROUP INC Financial Services 1,247.0 $259K 0.01% -10.0 -0.8% $208.09 +6.1%
123 AVY AVERY DENNISON CORP Industrials 1,488.0 $257K 0.01% -82.0 -5.2% $172.68 -7.5%
124 BA BOEING CO Industrials 1,222.0 $243K 0.01% -285.0 -18.9% $198.98 +10.0%
125 VBR VANGUARD INDEX FDS 1,055.0 $229K 0.01% -71.0 -6.3% $217.18 +8.3%
126 QUIK QUICKLOGIC CORP Technology 21,534.0 $202K 0.01% -11K -33.1% $9.38 +142.5%
Page 7 of 7  ·  126 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 29.2%
Technology 23.4%
Industrials 19.1%
Healthcare 7.6%
Communication Services 6.3%
Consumer Cyclical 5.8%
Consumer Defensive 4.1%
Energy 2.1%
Utilities 1.5%
Basic Materials 0.7%