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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 22 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SHOO MADDEN STEVEN LTD Consumer Cyclical 616.0 $26K 0.01% +44.0 +7.7% $41.64 +3.9%
422 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 1,235.0 $26K 0.01% NEW $20.74 +15.0%
423 NOW SERVICENOW INC Technology 165.0 $25K 0.01% +140.0 +560.0% $153.19 -32.4%
424 USFD US FOODS HLDG CORP Consumer Defensive 335.0 $25K 0.01% $75.32 +9.1%
425 THRM GENTHERM INC Consumer Cyclical 682.0 $25K 0.01% $36.37 -5.8%
426 ADBE ADOBE INC Technology 71.0 $25K 0.01% -3.0 -4.0% $349.32 -31.4%
427 DKS DICKS SPORTING GOODS INC Consumer Cyclical 125.0 $25K 0.01% -92.0 -42.4% $197.97 +13.4%
428 COF CAPITAL ONE FINL CORP Financial Services 102.0 $25K 0.01% -7.0 -6.4% $242.18 -21.6%
429 HALO HALOZYME THERAPEUTICS INC Healthcare 365.0 $25K 0.01% +124.0 +51.5% $67.30 +3.4%
430 SLB SLB LIMITED Energy 640.0 $25K 0.01% $38.38 +46.0%
431 GAP GAP INC Consumer Cyclical 956.0 $24K 0.01% -4K -79.1% $25.59 -5.0%
432 CWST CASELLA WASTE SYS INC Industrials 249.0 $24K 0.01% +20.0 +8.7% $97.94 -11.8%
433 HUBG HUB GROUP INC Industrials 572.0 $24K 0.01% $42.61 +1.6%
434 BP BP PLC Energy 700.0 $24K 0.01% $34.73 +19.2%
435 RSPH INVESCO EXCHANGE TRADED FD T 762.0 $24K 0.01% $31.85 -3.1%
436 CHKP CHECK POINT SOFTWARE TECH LT Technology 130.0 $24K 0.01% $185.56 -30.1%
437 SXI STANDEX INTL CORP Industrials 111.0 $24K 0.01% -19.0 -14.6% $217.28 +24.0%
438 ALC ALCON AG Healthcare 304.0 $24K 0.01% +79.0 +35.1% $78.81 -15.5%
439 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 350.0 $24K 0.01% $68.23 +11.0%
440 DIHP DIMENSIONAL ETF TRUST 754.0 $24K 0.01% NEW $31.66 +8.2%
Page 22 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%