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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 17 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AGYS AGILYSYS INC Technology 385.0 $46K 0.01% -20.0 -4.9% $118.84 -33.3%
322 CHRW C H ROBINSON WORLDWIDE INC Industrials 283.0 $45K 0.01% +23.0 +8.8% $160.76 +10.7%
323 VB VANGUARD INDEX FDS 176.0 $45K 0.01% +110.0 +166.7% $257.95 +13.5%
324 ESI ELEMENT SOLUTIONS INC Basic Materials 1,802.0 $45K 0.01% -133.0 -6.9% $24.99 +72.8%
325 PODD INSULET CORP Healthcare 158.0 $45K 0.01% $284.24 -45.9%
326 FERG FERGUSON ENTERPRISES INC Industrials 200.0 $45K 0.01% $222.63 +2.1%
327 ACIW ACI WORLDWIDE INC Technology 915.0 $44K 0.01% +36.0 +4.1% $47.81 -11.4%
328 QQQ INVESCO QQQ TR Financial Services 71.0 $44K 0.01% +4.0 +6.0% $614.52 +18.8%
329 CRM SALESFORCE INC Technology 163.0 $43K 0.01% $264.91 -32.4%
330 DAL DELTA AIR LINES INC DEL Industrials 620.0 $43K 0.01% $69.40 +14.4%
331 HBAN HUNTINGTON BANCSHARES INC Financial Services 2,470.0 $43K 0.01% -4K -60.9% $17.35 -7.4%
332 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 682.0 $43K 0.01% -74.0 -9.8% $62.46 -4.1%
333 CSL CARLISLE COS INC Industrials 132.0 $42K 0.01% $319.86 +6.7%
334 MOOG INC 173.0 $42K 0.01% +64.0 +58.7% $243.55
335 CCI CROWN CASTLE INC Real Estate 474.0 $42K 0.01% $88.87 +2.0%
336 CR CRANE COMPANY Industrials 227.0 $42K 0.01% -17.0 -7.0% $184.43 -1.5%
337 ITT ITT INC Industrials 238.0 $41K 0.01% $173.51 +15.8%
338 NKE NIKE INC Consumer Cyclical 647.0 $41K 0.01% -723.0 -52.8% $63.72 -29.5%
339 AVY AVERY DENNISON CORP Industrials 224.0 $41K 0.01% $181.88 -12.1%
340 LAMR LAMAR ADVERTISING CO NEW Real Estate 319.0 $40K 0.01% $126.58 +21.8%
Page 17 of 37  ·  732 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%