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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 6 of 37  ·  723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HAMILTON INSURANCE GROUP LTD 18,670.0 $634K 0.15% +9K +86.5% $33.94
102 XLB SELECT SECTOR SPDR TR 11,943.0 $607K 0.15% -45K -79.2% $50.83 +5.0%
103 SIRIUSPOINT LTD 25,287.0 $607K 0.15% +13K +98.8% $24.00
104 BAP CREDICORP LTD Financial Services 1,514.0 $590K 0.14% -176.0 -10.4% $389.58 -3.3%
105 AMZN AMAZON COM INC Consumer Cyclical 2,420.0 $577K 0.14% +238.0 +10.9% $238.32 +7.7%
106 CRUS CIRRUS LOGIC INC Technology 3,862.0 $574K 0.14% NEW $148.53 -25.9%
107 SBS COMPANHIA DE SANEAMENTO BASI Utilities 98,299.0 $568K 0.14% +80K +448.1% $5.78 -16.5%
108 AXON AXON ENTERPRISE INC Industrials 1,000.0 $561K 0.14% $560.61 +9.1%
109 UNH UNITEDHEALTH GROUP INC Healthcare 1,331.0 $553K 0.13% $415.63 -4.6%
110 IRM IRON MTN INC DEL Real Estate 4,366.0 $551K 0.13% -2K -33.1% $126.31 -2.7%
111 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 13,398.0 $550K 0.13% NEW $41.03 -13.2%
112 DOV DOVER CORP Industrials 2,443.0 $548K 0.13% $224.28 -8.9%
113 LIN LINDE PLC Basic Materials 1,014.0 $526K 0.13% +80.0 +8.6% $518.94 -6.5%
114 FIVE FIVE BELOW INC Consumer Cyclical 2,867.0 $515K 0.12% +1K +66.4% $179.79 +40.2%
115 GRUPO CIBEST SA 6,375.0 $506K 0.12% -1K -18.7% $79.43
116 MDT MEDTRONIC PLC Healthcare 6,430.0 $503K 0.12% $78.23 +16.6%
117 APP APPLOVIN CORP Technology 972.0 $501K 0.12% -617.0 -38.8% $515.23 -39.6%
118 FIX COMFORT SYS USA INC Industrials 252.0 $499K 0.12% +11.0 +4.6% $1981.95 -19.1%
119 XLF SELECT SECTOR SPDR TR 8,827.0 $473K 0.11% -100K -91.9% $53.61 +8.1%
120 ABBV ABBVIE INC Healthcare 1,861.0 $468K 0.11% -331.0 -15.1% $251.71 +2.9%
Page 6 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%