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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 7 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NEE NEXTERA ENERGY INC COM Utilities 1,592.0 $140K 0.04% $87.77 -6.4%
122 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 1,244.0 $137K 0.04% $109.77 -1.3%
123 SPGM STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF 1,218.0 $104K 0.03% $85.67 +1.9%
124 VOO VANGUARD S&P 500 ETF 150.0 $103K 0.03% $686.81 +2.4%
125 JPM JPMORGAN CHASE & CO COM Financial Services 296.0 $97K 0.03% $327.33 +8.8%
126 LLY ELI LILLY & CO COM Healthcare 75.0 $90K 0.03% $1199.43 -3.5%
127 CENCORA INC COM 317.0 $90K 0.03% $282.98
128 CSX CSX CORP COM Industrials 1,800.0 $86K 0.03% $47.53 +6.3%
129 BND VANGUARD TOTAL BOND MARKET ETF 1,159.0 $85K 0.03% -102.0 -8.1% $73.41 -1.6%
130 PSX PHILLIPS 66 COM Energy 500.0 $85K 0.03% $169.05 +44.9%
131 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 470.0 $84K 0.02% $178.60 -5.3%
132 UNH UNITEDHEALTH GROUP INC COM Healthcare 200.0 $83K 0.02% $415.63 -6.1%
133 NVDA NVIDIA CORPORATION COM Technology 410.0 $82K 0.02% $200.09 +9.6%
134 CARR CARRIER GLOBAL CORPORATION COM Industrials 967.0 $71K 0.02% $73.35 -20.8%
135 WAT WATERS CORP COM Healthcare 189.0 $71K 0.02% $375.04 +9.8%
136 IJR ISHARES CORE S&P SMALL CAP ETF 465.0 $69K 0.02% $148.31 -2.8%
137 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 72.0 $67K 0.02% $935.47 +0.9%
138 VB VANGUARD SMALL-CAP ETF 217.0 $66K 0.02% $303.12 -1.5%
139 MGC VANGUARD MEGA CAP ETF 210.0 $57K 0.02% $273.63 +2.7%
140 OTIS OTIS WORLDWIDE CORP COM Industrials 650.0 $47K 0.01% $71.60 -0.2%
Page 7 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%