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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 20 of 37  ·  723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MTDR MATADOR RES CO Energy 702.0 $35K 0.01% -77.0 -9.9% $49.78 +14.0%
382 QCOM QUALCOMM INC Technology 189.0 $35K 0.01% +87.0 +85.3% $184.79 -10.8%
383 PDFS PDF SOLUTIONS INC Technology 485.0 $34K 0.01% NEW $70.79 -34.8%
384 IWM ISHARES TR 114.0 $34K 0.01% $300.45 -0.2%
385 AON AON PLC Financial Services 103.0 $34K 0.01% $331.69 +5.4%
386 SCHO SCHWAB STRATEGIC TR 1,408.0 $34K 0.01% -699.0 -33.2% $24.14 -0.1%
387 BCPC BALCHEM CORP Basic Materials 198.0 $33K 0.01% -10.0 -4.8% $168.95 +5.3%
388 EXP EAGLE MATLS INC Basic Materials 148.0 $33K 0.01% $225.00 -12.1%
389 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 642.0 $33K 0.01% -40.0 -5.9% $51.60 +3.2%
390 USFD US FOODS HLDG CORP Consumer Defensive 323.0 $33K 0.01% -12.0 -3.6% $102.25 +5.4%
391 HSY HERSHEY CO Consumer Defensive 188.0 $33K 0.01% $175.45 +3.3%
392 COHU COHU INC Technology 445.0 $33K 0.01% NEW $73.91 -30.1%
393 TECH BIO-TECHNE CORP Healthcare 464.0 $33K 0.01% -115.0 -19.9% $70.65 +2.6%
394 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 596.0 $33K 0.01% +7.0 +1.2% $54.92 -17.5%
395 MAA MID-AMER APT CMNTYS INC Real Estate 235.0 $33K 0.01% $138.94 -7.3%
396 NGG NATIONAL GRID PLC Utilities 392.0 $32K 0.01% $82.87 -4.2%
397 WSO WATSCO INC Industrials 77.0 $32K 0.01% +10.0 +14.9% $416.73 -24.9%
398 ACIW ACI WORLDWIDE INC Technology 638.0 $32K 0.01% -277.0 -30.3% $50.29 +7.8%
399 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 1,723.0 $32K 0.01% +1K +352.2% $18.57 -29.0%
400 IP INTERNATIONAL PAPER CO Consumer Cyclical 833.0 $32K 0.01% -1K -56.6% $38.10 +4.7%
Page 20 of 37  ·  723 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%