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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 22 of 37  ·  723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BDX BECTON DICKINSON & CO Healthcare 185.0 $28K 0.01% -379.0 -67.2% $151.33 +24.3%
422 CACI CACI INTL INC Technology 60.0 $28K 0.01% +4.0 +7.1% $463.27 +36.8%
423 CALM CAL MAINE FOODS INC Consumer Defensive 340.0 $27K 0.01% -3K -88.2% $80.56 -1.0%
424 ECL ECOLAB INC Basic Materials 98.0 $27K 0.01% +20.0 +25.6% $278.61 +2.6%
425 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 307.0 $27K 0.01% +205.0 +201.0% $88.60 -36.4%
426 SCHF SCHWAB STRATEGIC TR 974.0 $27K 0.01% $27.70 +2.6%
427 KDP KEURIG DR PEPPER INC Consumer Defensive 824.0 $27K 0.01% -510.0 -38.2% $32.73 -2.6%
428 SHEL SHELL PLC Energy 347.0 $27K 0.01% -63.0 -15.4% $77.54 +17.0%
429 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 139.0 $27K 0.01% -57.0 -29.1% $193.23 +3.6%
430 CHDN CHURCHILL DOWNS INC Consumer Cyclical 299.0 $27K 0.01% +43.0 +16.8% $89.64 -3.5%
431 PODD INSULET CORP Healthcare 175.0 $27K 0.01% +17.0 +10.8% $152.25 -5.8%
432 VEEV VEEVA SYS INC Healthcare 150.0 $27K 0.01% $177.47 +59.0%
433 CHRD CHORD ENERGY CORPORATION Energy 232.0 $27K 0.01% +16.0 +7.4% $114.30 +27.7%
434 PPG PPG INDS INC Basic Materials 218.0 $26K 0.01% $121.29 -6.4%
435 ENTG ENTEGRIS INC Technology 147.0 $26K 0.01% NEW $179.86 -19.2%
436 BR BROADRIDGE FINL SOLUTIONS IN Technology 193.0 $26K 0.01% -131.0 -40.4% $136.95 +33.7%
437 CRH PLC 247.0 $26K 0.01% $107.00
438 SNY SANOFI SA Healthcare 610.0 $26K 0.01% $42.66 +5.1%
439 SOLV SOLVENTUM CORP Healthcare 337.0 $26K 0.01% $77.15 +17.9%
440 SBCF SEACOAST BKG CORP FLA Financial Services 781.0 $26K 0.01% -301.0 -27.8% $33.25 +3.2%
Page 22 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%