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Portfolio (Quarterly) Guide ↗

CCG WEALTH MANAGEMENT, LLC

· CIK 0001771169
13F Portfolio $431M AUM 150 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 46 Added 43 Reduced 12 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFE PFIZER INC Healthcare 10,166.0 $245K 0.06% -692.0 -6.4% $24.08 +17.8%
42 APH AMPHENOL CORP Technology 1,306.0 $231K 0.05% -316.0 -19.5% $176.56 -8.4%
43 NFLX NETFLIX INC. Communication Services 2,896.0 $207K 0.05% -448.0 -13.4% $71.40 +14.5%
Page 3 of 3  ·  43 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
Financial Services 42.9%
Technology 27.7%
Consumer Cyclical 8.6%
Consumer Defensive 6.6%
Communication Services 6.2%
Industrials 4.0%
Healthcare 2.4%
Energy 0.8%
Utilities 0.7%