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Portfolio (Quarterly) Guide ↗

LAKE STREET PRIVATE WEALTH, LLC

· CIK 0001772031
13F Portfolio $874M AUM 275 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 275 New
Page 13 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IYY ISHARES TR 1,510.0 $275K 0.03% NEW $182.28 +2.8%
242 IWO ISHARES TR 694.0 $273K 0.03% NEW $393.96 -1.0%
243 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,526.0 $272K 0.03% NEW $107.78 +5.5%
244 COHR COHERENT CORP Technology 690.0 $272K 0.03% NEW $394.47 -21.1%
245 IONQ IONQ INC Technology 5,100.0 $272K 0.03% NEW $53.26 -15.6%
246 TXN TEXAS INSTRS INC Technology 902.0 $269K 0.03% NEW $298.07 -8.8%
247 GE GE AEROSPACE Industrials 718.0 $268K 0.03% NEW $373.80 -0.9%
248 APLD APPLIED DIGITAL CORP Technology 7,170.0 $267K 0.03% NEW $37.30 -21.6%
249 FITB FIFTH THIRD BANCORP Financial Services 4,663.0 $263K 0.03% NEW $56.37 +2.0%
250 GLD SPDR GOLD TR Financial Services 692.0 $255K 0.03% NEW $368.38 +9.0%
251 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,225.0 $254K 0.03% NEW $114.18 +5.8%
252 DGX QUEST DIAGNOSTICS INC Healthcare 1,165.0 $247K 0.03% NEW $211.95 +12.3%
253 EMXC ISHARES INC 2,419.0 $247K 0.03% NEW $101.92 -6.5%
254 CTAS CINTAS CORP Industrials 1,408.0 $240K 0.03% NEW $170.17 +17.9%
255 OKLO OKLO INC Utilities 4,575.0 $239K 0.03% NEW $52.33 -20.7%
256 DG DOLLAR GEN CORP Consumer Defensive 2,057.0 $237K 0.03% NEW $115.11 +6.8%
257 ISRG INTUITIVE SURGICAL INC Healthcare 591.0 $235K 0.03% NEW $397.68 -0.0%
258 ROST ROSS STORES INC Consumer Cyclical 1,071.0 $228K 0.03% NEW $212.86 +12.6%
259 ZS ZSCALER INC Technology 1,615.0 $228K 0.03% NEW $141.15 +31.0%
260 FCX FREEPORT MCMORAN INC Basic Materials 3,504.0 $220K 0.03% NEW $62.89 +5.9%
Page 13 of 14  ·  275 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 40.2%
Financial Services 23.3%
Communication Services 7.9%
Healthcare 7.8%
Consumer Cyclical 6.2%
Industrials 6.0%
Energy 3.4%
Consumer Defensive 2.4%
Utilities 1.5%
Real Estate 1.2%