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Portfolio (Quarterly) Guide ↗

Elmwood Wealth Management, Inc.

· CIK 0001731927
13F Portfolio $400M AUM 200 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 77 Added 52 Reduced 4 Exited
Page 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRK MERCK & CO INC Healthcare 4,314.0 $554K 0.14% +301.0 +7.5% $128.50 +16.4%
62 AVGO BROADCOM INC Technology 1,419.0 $536K 0.13% +321.0 +29.2% $377.85 -1.7%
63 NVS NOVARTIS AG Healthcare 3,278.0 $514K 0.13% +38.0 +1.2% $156.72 -1.3%
64 AXP AMERICAN EXPRESS CO Financial Services 1,482.0 $501K 0.12% +797.0 +116.3% $338.23 -1.2%
65 MKC MCCORMICK & CO INC Consumer Defensive 9,934.0 $501K 0.12% +124.0 +1.3% $50.42 +8.2%
66 SBUX STARBUCKS CORP Consumer Cyclical 4,713.0 $482K 0.12% +121.0 +2.6% $102.20 +5.0%
67 NKE NIKE INC Consumer Cyclical 10,666.0 $438K 0.11% +279.0 +2.7% $41.05 -6.4%
68 SO SOUTHERN CO Utilities 4,350.0 $416K 0.10% +140.0 +3.3% $95.71 -7.0%
69 DUK DUKE ENERGY CORP NEW Utilities 3,238.0 $410K 0.10% +509.0 +18.6% $126.59 -4.5%
70 IBM INTERNATIONAL BUSINESS MACHS Technology 1,365.0 $384K 0.10% +229.0 +20.2% $281.21 -15.1%
71 MO ALTRIA GROUP INC Consumer Defensive 5,163.0 $371K 0.09% +444.0 +9.4% $71.95 -5.9%
72 RTX RTX CORPORATION Industrials 1,759.0 $334K 0.08% +157.0 +9.8% $189.73 +11.8%
73 VYM VANGUARD WHITEHALL FDS 2,093.0 $331K 0.08% +122.0 +6.2% $158.00 +4.1%
74 BAC BANK OF AMER CORP Financial Services 5,338.0 $304K 0.08% +267.0 +5.3% $56.98 +7.4%
75 VZ VERIZON COMMUNICATIONS INC Communication Services 6,742.0 $285K 0.07% +1K +23.3% $42.34 +16.8%
76 CI THE CIGNA GROUP Healthcare 1,023.0 $282K 0.07% +29.0 +2.9% $275.68 +0.7%
77 VANGUARD MUN BD FDS 2,704.0 $207K 0.05% +21.0 +0.8% $76.63
Page 4 of 4  ·  77 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
Technology 33.4%
Financial Services 20.3%
Healthcare 12.9%
Communication Services 7.8%
Consumer Defensive 7.5%
Consumer Cyclical 6.6%
Industrials 6.4%
Utilities 2.2%
Basic Materials 1.4%
Real Estate 0.8%