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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 3 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FIVE FIVE BELOW INC Consumer Cyclical 2,867.0 $515K 0.12% +1K +66.4% $179.79 +41.0%
42 FIX COMFORT SYS USA INC Industrials 252.0 $499K 0.12% +11.0 +4.6% $1981.95 -18.5%
43 RTX RTX CORPORATION Industrials 2,467.0 $468K 0.11% +50.0 +2.1% $189.75 +11.4%
44 PFF ISHARES TR 15,123.0 $461K 0.11% +1K +8.0% $30.49 +0.7%
45 DVA DAVITA INC Healthcare 1,952.0 $434K 0.10% +2K +1891.8% $222.48 -20.0%
46 VOO VANGUARD INDEX FDS 632.0 $434K 0.10% +23.0 +3.8% $686.28 +2.9%
47 LOW LOWES COS INC Consumer Cyclical 1,872.0 $413K 0.10% +41.0 +2.2% $220.49 -5.4%
48 PEP PEPSICO INC Consumer Defensive 2,683.0 $363K 0.09% +144.0 +5.7% $135.40 +3.7%
49 JXN JACKSON FINANCIAL INC Financial Services 3,222.0 $330K 0.08% +877.0 +37.4% $102.39 +30.5%
50 GOOGL ALPHABET INC Communication Services 917.0 $328K 0.08% +132.0 +16.8% $357.31 -4.9%
51 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 68,692.0 $326K 0.08% +3K +4.3% $4.74 +8.9%
52 STT STATE STR CORP Financial Services 1,832.0 $311K 0.07% +2K +500.7% $169.60 +14.2%
53 GM GENERAL MTRS CO Consumer Cyclical 3,834.0 $296K 0.07% +2K +120.2% $77.08 +12.0%
54 SHY ISHARES TR 3,376.0 $277K 0.07% +3K +1695.7% $82.11 -0.1%
55 ITW ILLINOIS TOOL WKS INC Industrials 961.0 $260K 0.06% +25.0 +2.7% $270.47 +4.7%
56 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 3,443.0 $251K 0.06% +3K +820.6% $72.98 +4.7%
57 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 852.0 $250K 0.06% +20.0 +2.4% $293.18 +4.6%
58 PG PROCTER & GAMBLE CO Consumer Defensive 1,642.0 $241K 0.06% +126.0 +8.3% $146.64 -1.1%
59 VO VANGUARD INDEX FDS 2,796.0 $225K 0.05% +1K +70.3% $80.58 +3.2%
60 TRGP TARGA RES CORP Energy 788.0 $211K 0.05% +7.0 +0.9% $268.29 +9.6%
Page 3 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%