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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 4 of 37  ·  723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SMITHFIELD FOODS INC 41,868.0 $1.0M 0.25% NEW $24.26
62 CM CANADIAN IMPERIAL BANK OF CO Financial Services 8,753.0 $1.0M 0.24% -2K -15.7% $115.00 +2.8%
63 JBL JABIL INC Technology 2,609.0 $1.0M 0.24% -155.0 -5.6% $385.49 -19.3%
64 JPM JPMORGAN CHASE & CO Financial Services 3,051.0 $999K 0.24% -3K -52.2% $327.34 +8.9%
65 APH AMPHENOL CORP Technology 5,498.0 $969K 0.23% -500.0 -8.3% $176.32 -8.5%
66 MCY MERCURY GENL CORP NEW Financial Services 8,912.0 $950K 0.23% +2K +35.8% $106.62 -1.5%
67 MLI MUELLER INDS INC Industrials 7,606.0 $935K 0.23% -772.0 -9.2% $122.93 -47.9%
68 AZZ AZZ INC Industrials 6,023.0 $934K 0.23% -40.0 -0.7% $155.05 -9.2%
69 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 13,375.0 $933K 0.23% -3K -20.3% $69.74 -12.0%
70 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 8,595.0 $931K 0.23% +3K +54.5% $108.35 -0.7%
71 PHIN PHINIA INC Consumer Cyclical 11,263.0 $928K 0.22% +11K +10000.0% $82.37 -15.0%
72 TTMI TTM TECHNOLOGIES INC Technology 4,957.0 $927K 0.22% -4K -45.4% $187.02 -34.9%
73 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 10,538.0 $917K 0.22% -1K -11.1% $87.04 +11.5%
74 OPLN OPENLANE INC Consumer Cyclical 22,195.0 $915K 0.22% +9K +66.5% $41.24 -16.0%
75 JNJ JOHNSON & JOHNSON Healthcare 3,534.0 $898K 0.22% +176.0 +5.2% $253.97 +6.3%
76 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 3,619.0 $872K 0.21% -324.0 -8.2% $240.97 +3.5%
77 IAG IAMGOLD CORP Basic Materials 54,477.0 $863K 0.21% -11K -17.0% $15.84 +36.0%
78 TRV TRAVELERS COMPANIES INC Financial Services 2,524.0 $833K 0.20% +27.0 +1.1% $330.12 +12.4%
79 FEDERATED HERMES INC 14,664.0 $810K 0.20% +2K +12.7% $55.22
80 FBP FIRST BANCORP CORPORATION Financial Services 30,825.0 $804K 0.19% -4K -12.7% $26.07 +7.9%
Page 4 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%