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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 20 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AXP AMERICAN EXPRESS CO Financial Services 83.0 $31K 0.01% $369.95 -16.0%
382 TRU TRANSUNION Industrials 358.0 $31K 0.01% -77.0 -17.7% $85.75 -17.7%
383 EXP EAGLE MATLS INC Basic Materials 148.0 $31K 0.01% $206.68 -0.1%
384 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 148.0 $30K 0.01% -46.0 -23.7% $205.60 +4.5%
385 NGG NATIONAL GRID PLC Utilities 392.0 $30K 0.01% $77.35 +13.4%
386 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 177.0 $30K 0.01% NEW $171.28 +139.2%
387 PM PHILIP MORRIS INTL INC Consumer Defensive 189.0 $30K 0.01% -8.0 -4.1% $160.40 +13.2%
388 UNILEVER PLC 462.0 $30K 0.01% NEW $65.40
389 SHEL SHELL PLC Energy 410.0 $30K 0.01% $73.48 +15.7%
390 AEP AMERICAN ELEC PWR CO INC Utilities 259.0 $30K 0.01% $115.31 +13.5%
391 CACI CACI INTL INC Technology 56.0 $30K 0.01% $532.80 -5.9%
392 OLED UNIVERSAL DISPLAY CORP Technology 255.0 $30K 0.01% +24.0 +10.4% $116.78 -20.0%
393 SNY SANOFI SA Healthcare 610.0 $30K 0.01% $48.46 -8.9%
394 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 589.0 $29K 0.01% +3.0 +0.5% $50.03 -23.3%
395 CNH INDL N V 3,196.0 $29K 0.01% +497.0 +18.4% $9.22
396 FAST FASTENAL CO Industrials 734.0 $29K 0.01% $40.13 +10.8%
397 FR FIRST INDL RLTY TR INC Real Estate 509.0 $29K 0.01% $57.27 +11.8%
398 CHDN CHURCHILL DOWNS INC Consumer Cyclical 256.0 $29K 0.01% $113.78 -27.0%
399 SONY SONY GROUP CORP Technology 1,135.0 $29K 0.01% $25.60 -13.4%
400 HSBC HSBC HLDGS PLC Financial Services 369.0 $29K 0.01% $78.67 +19.2%
Page 20 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%