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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 21 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SLGN SILGAN HLDGS INC Consumer Cyclical 713.0 $29K 0.01% -54.0 -7.0% $40.37 -5.9%
402 IWM ISHARES TR 114.0 $28K 0.01% $246.16 +18.0%
403 STAG STAG INDL INC Real Estate 759.0 $28K 0.01% $36.76 +4.8%
404 STE STERIS PLC Healthcare 110.0 $28K 0.01% NEW $253.52 -14.7%
405 EXPD EXPEDITORS INTL WASH INC Industrials 185.0 $28K 0.01% $149.01 +7.8%
406 LEN LENNAR CORP Consumer Cyclical 268.0 $28K 0.01% -174.0 -39.4% $102.80 -13.1%
407 MMM 3M CO Industrials 172.0 $28K 0.01% $160.10 -3.8%
408 VMC VULCAN MATLS CO Basic Materials 96.0 $27K 0.01% $285.22 -5.7%
409 TJX TJX COS INC NEW Consumer Cyclical 176.0 $27K 0.01% -33.0 -15.8% $153.61 +3.5%
410 VWO VANGUARD INTL EQUITY INDEX F 501.0 $27K 0.01% -443.0 -46.9% $53.76 +12.0%
411 SOLV SOLVENTUM CORP Healthcare 337.0 $27K 0.01% $79.24 -3.7%
412 AZTA AZENTA INC Healthcare 802.0 $27K 0.01% $33.26 -38.4%
413 LNT ALLIANT ENERGY CORP Utilities 407.0 $26K 0.01% $65.01 +13.3%
414 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 149.0 $26K 0.01% -26.0 -14.9% $177.44 -35.5%
415 WSML ISHARES TR 866.0 $26K 0.01% $30.43 +14.3%
416 CDC VICTORY PORTFOLIOS II 395.0 $26K 0.01% $65.89 +11.4%
417 COHR COHERENT CORP Technology 141.0 $26K 0.01% NEW $184.57 +106.6%
418 CCL CARNIVAL CORP Consumer Cyclical 850.0 $26K 0.01% $30.54 -12.5%
419 J JACOBS SOLUTIONS INC Industrials 195.0 $26K 0.01% +18.0 +10.2% $132.46 -12.5%
420 TOL TOLL BROTHERS INC Consumer Cyclical 190.0 $26K 0.01% -21.0 -9.9% $135.22 +1.9%
Page 21 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%