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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 6 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 596.0 $33K 0.01% +7.0 +1.2% $54.92 -16.8%
102 WSO WATSCO INC Industrials 77.0 $32K 0.01% +10.0 +14.9% $416.73 -25.2%
103 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 1,723.0 $32K 0.01% +1K +352.2% $18.57 -28.1%
104 SSD SIMPSON MFG INC Industrials 150.0 $31K 0.01% +9.0 +6.4% $209.35 -12.3%
105 HALO HALOZYME THERAPEUTICS INC Healthcare 394.0 $31K 0.01% +29.0 +8.0% $78.27 +36.6%
106 CXT CRANE NXT CO Industrials 569.0 $29K 0.01% +110.0 +24.0% $51.16 -1.6%
107 CACI CACI INTL INC Technology 60.0 $28K 0.01% +4.0 +7.1% $463.27 +34.8%
108 ECL ECOLAB INC Basic Materials 98.0 $27K 0.01% +20.0 +25.6% $278.61 +2.5%
109 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 307.0 $27K 0.01% +205.0 +201.0% $88.60 -35.6%
110 CHDN CHURCHILL DOWNS INC Consumer Cyclical 299.0 $27K 0.01% +43.0 +16.8% $89.64 -3.1%
111 PODD INSULET CORP Healthcare 175.0 $27K 0.01% +17.0 +10.8% $152.25 -6.4%
112 CHRD CHORD ENERGY CORPORATION Energy 232.0 $27K 0.01% +16.0 +7.4% $114.30 +22.0%
113 UBER UBER TECHNOLOGIES INC Technology 357.0 $26K 0.01% +99.0 +38.4% $72.16 +6.5%
114 ATR APTARGROUP INC Healthcare 204.0 $26K 0.01% +17.0 +9.1% $125.20 +7.3%
115 IYW ISHARES TR 101.0 $25K 0.01% +65.0 +180.6% $252.43 +0.1%
116 DG DOLLAR GEN CORP Consumer Defensive 190.0 $22K 0.01% +125.0 +192.3% $115.11 +12.0%
117 TECK TECK RESOURCES LTD Basic Materials 311.0 $18K 0.00% +115.0 +58.7% $59.46 +19.1%
118 JAMES HARDIE INDS PLC 671.0 $18K 0.00% +56.0 +9.1% $26.18
119 BSX BOSTON SCIENTIFIC CORP Healthcare 387.0 $17K 0.00% +229.0 +144.9% $42.68 +10.8%
120 URBN URBAN OUTFITTERS INC Consumer Cyclical 191.0 $14K 0.00% +13.0 +7.3% $70.86 +11.6%
Page 6 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%