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Portfolio (Quarterly) Guide ↗

Measured Wealth Private Client Group, LLC

· CIK 0001720235
13F Portfolio $378M AUM 732 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 103 New 126 Added 216 Reduced 56 Exited
Page 6 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ITRI ITRON INC Technology 1,330.0 $124K 0.03% -3K -69.5% $92.86 -10.6%
102 LRN STRIDE INC Consumer Defensive 1,890.0 $123K 0.03% -3K -59.1% $64.93 +36.5%
103 CB CHUBB LIMITED Financial Services 363.0 $113K 0.03% -6.0 -1.6% $312.12 +5.1%
104 AYI ACUITY INC Industrials 312.0 $112K 0.03% -92.0 -22.8% $360.04 -20.1%
105 BDX BECTON DICKINSON & CO Healthcare 564.0 $109K 0.03% -97.0 -14.7% $194.07 -23.9%
106 PLMR PALOMAR HLDGS INC Financial Services 746.0 $101K 0.03% -829.0 -52.6% $134.76 -15.5%
107 CVX CHEVRON CORP NEW Energy 627.0 $96K 0.03% -20.0 -3.1% $152.44 +25.6%
108 COKE COCA COLA CONS INC Consumer Defensive 584.0 $90K 0.02% -246.0 -29.6% $153.35 +14.5%
109 BEACON FINANCIAL CORP. 3,392.0 $89K 0.02% -1K -27.6% $26.37
110 ORCL ORACLE CORP Technology 428.0 $83K 0.02% -13.0 -3.0% $194.91 -1.5%
111 SF STIFEL FINL CORP Financial Services 637.0 $80K 0.02% -606.0 -48.8% $125.25 -42.0%
112 HON HONEYWELL INTL INC Industrials 408.0 $80K 0.02% -391.0 -48.9% $195.09 +16.8%
113 MDLZ MONDELEZ INTL INC Consumer Defensive 1,469.0 $79K 0.02% -25.0 -1.7% $53.83 +14.7%
114 GLOBUS MED INC 883.0 $77K 0.02% -54.0 -5.8% $87.31
115 PHM PULTE GROUP INC Consumer Cyclical 653.0 $77K 0.02% -473.0 -42.0% $117.26 -0.7%
116 IP INTERNATIONAL PAPER CO Consumer Cyclical 1,920.0 $76K 0.02% -3K -58.9% $39.39 -20.6%
117 UNP UNION PAC CORP Industrials 325.0 $75K 0.02% -406.0 -55.5% $231.32 +14.9%
118 KD KYNDRYL HLDGS INC Technology 2,798.0 $74K 0.02% -11K -79.8% $26.56 -53.7%
119 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 1,762.0 $72K 0.02% -4K -67.0% $40.74 -7.3%
120 IJR ISHARES TR 593.0 $71K 0.02% -293.0 -33.1% $120.18 +14.3%
Page 6 of 11  ·  216 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 41.9%
Industrials 18.5%
Technology 17.4%
Healthcare 5.7%
Utilities 3.8%
Consumer Cyclical 3.7%
Basic Materials 2.6%
Consumer Defensive 2.6%
Energy 1.8%
Real Estate 1.0%