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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 8 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VZ VERIZON COMMUNICATIONS INC COM Communication Services 1,040.0 $44K 0.01% $42.34 +18.4%
142 XLE ENERGY SELECT SECTOR SPDR ETF 816.0 $43K 0.01% $53.11 +19.6%
143 BAC BANK OF AMER CORP COM Financial Services 706.0 $40K 0.01% $56.98 +8.9%
144 BP BP PLC SPONSORED ADR Energy 1,058.0 $39K 0.01% $36.95 +15.2%
145 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 196.0 $36K 0.01% $185.23 -5.5%
146 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 399.0 $35K 0.01% $88.60 -29.1%
147 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 728.0 $33K 0.01% $45.34 -7.0%
148 SOLV SOLVENTUM CORP COM SHS Healthcare 300.0 $23K 0.01% $77.15 +18.3%
149 VWO VANGUARD FTSE EMERGING MARKETS ETF 365.0 $22K 0.01% $59.69 +1.3%
150 ESGV VANGUARD ESG U.S. STOCK ETF 158.0 $21K 0.01% $132.24 +2.7%
151 GLD SPDR GOLD SHARES Financial Services 50.0 $18K 0.01% $368.38 +10.3%
152 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 195.0 $18K 0.01% $92.09 -3.6%
153 GXC STATE STREET SPDR S&P CHINA ETF 204.0 $18K 0.01% -3K -93.8% $86.52 +5.0%
154 ADI ANALOG DEVICES INC COM Technology 44.0 $17K 0.01% $397.16 -8.7%
155 ACWI ISHARES MSCI ACWI ETF 105.0 $16K 0.01% $156.97 +2.2%
156 USB US BANCORP COM NEW Financial Services 252.0 $15K 0.00% $60.40 +2.1%
157 TGT TARGET CORP COM Consumer Defensive 112.0 $15K 0.00% $130.61 +23.8%
158 D DOMINION ENERGY INC COM Utilities 213.0 $15K 0.00% $68.29 -3.8%
159 DUK DUKE ENERGY CORP NEW COM NEW Utilities 110.0 $14K 0.00% $126.58 -5.2%
160 AMT AMERICAN TOWER CORP COM Real Estate 75.0 $12K 0.00% $163.57 +7.4%
Page 8 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%