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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 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CFR CULLEN FROST BANKERS INC Financial Services 323.0 $50K 0.01% NEW $154.52 +5.7%
42 VVV VALVOLINE INC Energy 1,253.0 $50K 0.01% NEW $39.54 -17.2%
43 DYNF BLACKROCK ETF TRUST 624.0 $42K 0.01% NEW $68.01 +1.6%
44 IVW ISHARES TR 302.0 $42K 0.01% NEW $137.53 +0.8%
45 WTFC WINTRUST FINL CORP Financial Services 254.0 $41K 0.01% NEW $160.72 -4.7%
46 XAR SPDR SERIES TRUST 130.0 $37K 0.01% NEW $283.79 -6.0%
47 PDFS PDF SOLUTIONS INC Technology 485.0 $34K 0.01% NEW $70.79 -36.5%
48 COHU COHU INC Technology 445.0 $33K 0.01% NEW $73.91 -30.9%
49 RSPT INVESCO EXCHANGE TRADED FD T 490.0 $32K 0.01% NEW $64.50 -0.8%
50 FNV FRANCO NEV CORP Basic Materials 137.0 $29K 0.01% NEW $208.44 +28.3%
51 FELE FRANKLIN ELEC INC Industrials 262.0 $28K 0.01% NEW $107.19 -4.3%
52 ENTG ENTEGRIS INC Technology 147.0 $26K 0.01% NEW $179.86 -20.8%
53 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 413.0 $26K 0.01% NEW $61.82 -5.9%
54 DUPONT DE NEMOURS INC 188.0 $26K 0.01% NEW $135.64
55 TPR TAPESTRY INC Consumer Cyclical 170.0 $25K 0.01% NEW $146.38 -11.0%
56 CARNIVAL CORP LTD 850.0 $24K 0.01% NEW $28.57
57 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 320.0 $24K 0.01% NEW $74.81 -0.6%
58 BLDR BUILDERS FIRSTSOURCE INC Industrials 262.0 $23K 0.01% NEW $89.48 -23.3%
59 AZN ASTRAZENECA PLC Healthcare 117.0 $22K 0.01% NEW $189.62 -12.3%
60 XT ISHARES TR 253.0 $21K 0.01% NEW $82.63 -0.5%
Page 3 of 6  ·  120 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%