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Portfolio (Quarterly) Guide ↗

Measured Wealth Private Client Group, LLC

· CIK 0001720235
13F Portfolio $414M AUM 723 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 120 New 129 Added 247 Reduced 116 Exited
Page 2 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 8,595.0 $931K 0.23% +3K +54.5% $108.35 -0.7%
22 PHIN PHINIA INC Consumer Cyclical 11,263.0 $928K 0.22% +11K +10000.0% $82.37 -15.0%
23 OPLN OPENLANE INC Consumer Cyclical 22,195.0 $915K 0.22% +9K +66.5% $41.24 -16.0%
24 JNJ JOHNSON & JOHNSON Healthcare 3,534.0 $898K 0.22% +176.0 +5.2% $253.97 +6.3%
25 TRV TRAVELERS COMPANIES INC Financial Services 2,524.0 $833K 0.20% +27.0 +1.1% $330.12 +12.4%
26 FEDERATED HERMES INC 14,664.0 $810K 0.20% +2K +12.7% $55.22
27 SLV ISHARES SILVER TR Financial Services 14,990.0 $802K 0.19% +2K +17.4% $53.47 +15.2%
28 AER AERCAP HOLDINGS NV Industrials 5,406.0 $788K 0.19% +112.0 +2.1% $145.78 +2.8%
29 KBWB INVESCO EXCH TRADED FD TR II 8,126.0 $756K 0.18% +4K +77.8% $92.98 +3.8%
30 MGK VANGUARD WORLD FD 8,249.0 $725K 0.17% +7K +399.9% $87.91 +1.1%
31 AA ALCOA CORP Basic Materials 13,817.0 $720K 0.17% +4K +43.0% $52.14 -4.6%
32 INCY INCYTE CORP Healthcare 6,249.0 $708K 0.17% +2K +64.6% $113.36 +13.0%
33 AVT AVNET INC Technology 7,617.0 $677K 0.16% +8K +6410.3% $88.82 +1.7%
34 PTCT PTC THERAPEUTICS INC Healthcare 8,045.0 $656K 0.16% +3K +62.1% $81.57 -10.9%
35 CSCO CISCO SYS INC Technology 5,530.0 $650K 0.16% +258.0 +4.9% $117.46 -4.3%
36 HAMILTON INSURANCE GROUP LTD 18,670.0 $634K 0.15% +9K +86.5% $33.94
37 SIRIUSPOINT LTD 25,287.0 $607K 0.15% +13K +98.8% $24.00
38 AMZN AMAZON COM INC Consumer Cyclical 2,420.0 $577K 0.14% +238.0 +10.9% $238.32 +9.2%
39 SBS COMPANHIA DE SANEAMENTO BASI Utilities 98,299.0 $568K 0.14% +80K +448.1% $5.78 -16.1%
40 LIN LINDE PLC Basic Materials 1,014.0 $526K 0.13% +80.0 +8.6% $518.94 -5.5%
Page 2 of 7  ·  129 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 34.2%
Industrials 19.9%
Technology 19.1%
Healthcare 8.0%
Consumer Cyclical 5.3%
Basic Materials 2.9%
Utilities 2.8%
Real Estate 2.5%
Consumer Defensive 2.3%
Energy 2.2%