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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 4 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOGL ALPHABET INC CAP STK CL A Communication Services 2,240.0 $801K 0.23% $357.37 -5.4%
62 ITW ILLINOIS TOOL WKS INC COM Industrials 2,934.0 $794K 0.23% $270.47 +2.5%
63 ASHR XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF 21,404.0 $785K 0.23% -33K -60.7% $36.66 -6.1%
64 CSCO CISCO SYS INC COM Technology 6,591.0 $774K 0.23% $117.46 -6.2%
65 TXN TEXAS INSTRS INC COM Technology 2,530.0 $754K 0.22% $298.07 -12.3%
66 SPY STATE STREET SPDR S&P 500 ETF Financial Services 999.0 $746K 0.22% $746.77 +2.6%
67 KO COCA COLA CO COM Consumer Defensive 9,066.0 $737K 0.21% $81.27 +9.9%
68 PEP PEPSICO INC COM Consumer Defensive 5,206.0 $705K 0.20% $135.40 +3.5%
69 AMGN AMGEN INC COM Healthcare 1,892.0 $685K 0.20% $362.12 +18.9%
70 MRK MERCK & CO INC COM Healthcare 4,764.0 $612K 0.18% $128.50 +14.9%
71 HD HOME DEPOT INC COM Consumer Cyclical 1,664.0 $587K 0.17% $352.68 -6.9%
72 COP CONOCOPHILLIPS COM Energy 5,450.0 $567K 0.17% $103.96 +27.2%
73 MCHI ISHARES MSCI CHINA ETF 10,946.0 $559K 0.16% -14K -55.8% $51.02 +7.7%
74 EW EDWARDS LIFESCIENCES CORP COM Healthcare 5,904.0 $534K 0.15% $90.46 +0.6%
75 JMUB JPMORGAN MUNICIPAL ETF 10,285.0 $521K 0.15% +2K +19.6% $50.66 -2.2%
76 EFA ISHARES MSCI EAFE ETF 4,970.0 $516K 0.15% $103.88 +3.6%
77 VV VANGUARD LARGE-CAP ETF 1,380.0 $475K 0.14% $343.91 +2.6%
78 WMT WALMART INC COM Consumer Defensive 3,900.0 $442K 0.13% $113.26 -7.7%
79 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 1,500.0 $440K 0.13% $293.18 +6.4%
80 IWS ISHARES RUSSELL MID-CAP VALUE ETF 2,585.0 $425K 0.12% $164.60 +3.2%
Page 4 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%