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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 13 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 REGN REGENERON PHARMACEUTICALS Healthcare 766.0 $478K 0.02% $623.47 +30.7%
242 SCHX SCHWAB STRATEGIC TR 16,180.0 $476K 0.02% -7K -30.1% $29.43 +2.7%
243 MDLZ MONDELEZ INTL INC Consumer Defensive 8,182.0 $473K 0.02% -523.0 -6.0% $57.84 +8.9%
244 MLM MARTIN MARIETTA MATLS INC Basic Materials 818.0 $472K 0.02% $576.70 -7.7%
245 GD GENERAL DYNAMICS CORP Industrials 1,311.0 $465K 0.02% +69.0 +5.6% $354.32 +7.8%
246 PSX PHILLIPS 66 Energy 2,743.0 $464K 0.02% $169.05 +43.3%
247 AZN ASTRAZENECA PLC Healthcare 2,418.0 $459K 0.02% $189.62 -12.3%
248 IBB ISHARES TR 2,405.0 $457K 0.02% -512.0 -17.6% $190.17 +13.2%
249 SCHA SCHWAB STRATEGIC TR 12,515.0 $452K 0.02% $36.13 -3.9%
250 ISRG INTUITIVE SURGICAL INC Healthcare 1,128.0 $448K 0.02% +8.0 +0.7% $397.50 -6.8%
251 DELL DELL TECHNOLOGIES INC Technology 1,030.0 $444K 0.02% NEW $431.46 +7.5%
252 C CITIGROUP INC Financial Services 3,160.0 $442K 0.02% $139.94 -4.6%
253 IAU ISHARES GOLD TR Financial Services 5,811.0 $439K 0.02% +1K +23.4% $75.51 +14.4%
254 TD TORONTO DOMINION BK ONT Financial Services 3,539.0 $430K 0.02% -105.0 -2.9% $121.44 -1.7%
255 PHDG INVESCO ACTIVELY MANAGED EXC 10,482.0 $429K 0.02% $40.94 +1.1%
256 EFG ISHARES TR 3,422.0 $426K 0.02% -160.0 -4.5% $124.43 +1.0%
257 SYK STRYKER CORPORATION Healthcare 1,342.0 $423K 0.02% $314.84 +4.7%
258 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,350.0 $419K 0.01% +2K +2347.9% $178.24 +17.2%
259 GRMN GARMIN LTD Technology 1,760.0 $418K 0.01% $237.54 +21.7%
260 CSL CARLISLE COS INC Industrials 1,150.0 $417K 0.01% $362.75 +0.8%
Page 13 of 17  ·  340 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%