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Portfolio (Quarterly) Guide ↗

ACIMA PRIVATE WEALTH, LLC

· CIK 0001761961
13F Portfolio $344M AUM 173 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 18 Added 21 Reduced 5 Exited
Page 3 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EWA ISHARES MSCI AUSTRALIA ETF 49,781.0 $1.4M 0.41% -1K -2.8% $28.16 +6.5%
42 V VISA INC COM CL A Financial Services 3,810.0 $1.3M 0.38% $343.09 +11.2%
43 MELI MERCADOLIBRE INC COM Consumer Cyclical 739.0 $1.3M 0.36% $1697.39 +15.8%
44 IWO ISHARES RUSSELL 2000 GROWTH ETF 3,170.0 $1.2M 0.36% $393.96 -3.8%
45 LMT LOCKHEED MARTIN CORP COM Industrials 2,231.0 $1.1M 0.33% $509.46 +10.7%
46 AMZN AMAZON COM INC COM Consumer Cyclical 4,447.0 $1.1M 0.31% -66.0 -1.5% $238.34 +11.8%
47 PGR PROGRESSIVE CORP COM Financial Services 4,680.0 $1.0M 0.30% $218.45 +0.1%
48 GOOG ALPHABET INC CAP STK CL C 2,873.0 $1.0M 0.29% $353.33
49 XOM EXXON MOBIL CORP COM Energy 7,423.0 $1.0M 0.29% $136.72 +14.6%
50 UNP UNION PAC CORP COM Industrials 3,671.0 $999K 0.29% $272.00 +13.0%
51 IWF ISHARES RUSSELL 1000 GROWTH ETF 7,316.0 $908K 0.26% +5K +300.0% $124.17 -1.1%
52 IWM ISHARES RUSSELL 2000 ETF 2,988.0 $898K 0.26% -93.0 -3.0% $300.45 -1.6%
53 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 1,806.0 $897K 0.26% $496.73 +9.1%
54 RTX RTX CORPORATION COM Industrials 4,694.0 $891K 0.26% $189.73 +11.6%
55 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 3,888.0 $871K 0.25% $223.95 +28.4%
56 PG PROCTER & GAMBLE CO COM Consumer Defensive 5,907.0 $866K 0.25% $146.64 -2.0%
57 EWU ISHARES MSCI UNITED KINGDOM ETF 18,479.0 $853K 0.25% -727.0 -3.8% $46.14 +5.2%
58 MCD MCDONALDS CORP COM Consumer Cyclical 3,101.0 $838K 0.24% $270.31 -2.0%
59 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 5,228.0 $829K 0.24% $158.66 +7.9%
60 GLW CORNING INC COM Technology 3,200.0 $817K 0.24% $255.43 -41.7%
Page 3 of 9  ·  173 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 26.9%
Financial Services 21.7%
Healthcare 13.1%
Consumer Cyclical 11.6%
Industrials 11.5%
Consumer Defensive 6.3%
Basic Materials 3.4%
Energy 3.2%
Communication Services 1.4%
Utilities 0.8%