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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 6 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ABT ABBOTT LABORATORIES COM Healthcare 3,382.0 $307K 0.09% $90.74 +21.8%
102 SYY SYSCO CORP COM Consumer Defensive 3,500.0 $293K 0.09% $83.58 -3.3%
103 DOV DOVER CORP COM Industrials 1,250.0 $280K 0.08% $224.28 -13.1%
104 IDXX IDEXX LABS INC COM Healthcare 493.0 $260K 0.07% $526.44 +6.1%
105 HEICO CORP NEW CL A 994.0 $256K 0.07% $257.91
106 CVX CHEVRON CORPORATION COM Energy 1,521.0 $252K 0.07% $165.76 +23.7%
107 MO ALTRIA GROUP INC COM Consumer Defensive 3,501.0 $252K 0.07% $71.95 -4.6%
108 AFL AFLAC INC COM Financial Services 2,148.0 $252K 0.07% $117.25 -1.0%
109 JPMORGAN ULTRA-SHORT INCOME ETF 4,903.0 $248K 0.07% -3K -34.4% $50.57
110 NOC NORTHROP GRUMMAN CORP COM Industrials 480.0 $244K 0.07% $509.31 +5.8%
111 BDX BECTON DICKINSON & CO COM Healthcare 1,400.0 $212K 0.06% $151.33 +24.4%
112 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,123.0 $203K 0.06% $180.91 +4.3%
113 PPG PPG INDS INC COM Basic Materials 1,667.0 $202K 0.06% $121.29 -7.7%
114 BIIB BIOGEN INC COM Healthcare 916.0 $198K 0.06% $216.06 +1.0%
115 AFG AMERICAN FINANCIAL GROUP INC COM Financial Services 1,371.0 $192K 0.06% $139.94 +2.0%
116 CL COLGATE PALMOLIVE CO COM Consumer Defensive 2,000.0 $183K 0.05% $91.68 -1.6%
117 AEP AMERICAN ELEC PWR CO INC COM Utilities 1,224.0 $167K 0.05% $136.81 -10.7%
118 MMM 3M CO COM Industrials 975.0 $158K 0.05% $161.91 +6.6%
119 VTWO VANGUARD RUSSELL 2000 ETF 1,225.0 $149K 0.04% -50.0 -3.9% $121.42 -2.5%
120 SO SOUTHERN CO COM Utilities 1,500.0 $144K 0.04% $95.71 -8.2%
Page 6 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%