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Portfolio (Quarterly) Guide ↗

Waterfront Wealth Inc.

· CIK 0001775210
13F Portfolio $526M AUM 273 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 273 New
Page 5 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ALLY ALLY FINL INC Financial Services 48,784.0 $2.0M 0.39% NEW $41.71 +0.7%
82 CVX CHEVRON CORP NEW Energy 11,458.0 $1.9M 0.37% NEW $167.95 +11.1%
83 WMT WALMART INC Consumer Defensive 15,749.0 $1.9M 0.35% NEW $117.84 +12.4%
84 CSIQ CANADIAN SOLAR INC Energy 82,836.0 $1.8M 0.35% NEW $21.99 -19.0%
85 MCHP MICROCHIP TECHNOLOGY INC. Technology 24,190.0 $1.8M 0.34% NEW $74.95 +29.5%
86 GOOG ALPHABET INC Communication Services 5,410.0 $1.8M 0.34% NEW $329.00 +20.7%
87 NDAQ NASDAQ INC Financial Services 18,022.0 $1.8M 0.34% NEW $98.48 -7.7%
88 BX BLACKSTONE INC Financial Services 11,750.0 $1.8M 0.34% NEW $150.49 -21.7%
89 TFX TELEFLEX INCORPORATED Healthcare 16,799.0 $1.8M 0.33% NEW $104.55 +24.6%
90 BLK BLACKROCK INC Financial Services 1,546.0 $1.8M 0.33% NEW $1132.12 -4.4%
91 BMY BRISTOL-MYERS SQUIBB CO Healthcare 31,745.0 $1.7M 0.33% NEW $55.10 +3.4%
92 IVV ISHARES TR 2,505.0 $1.7M 0.33% NEW $695.27 +6.8%
93 FNDC SCHWAB STRATEGIC TR 36,324.0 $1.7M 0.33% NEW $47.84 +3.1%
94 MCD MCDONALDS CORP Consumer Cyclical 5,474.0 $1.7M 0.33% NEW $313.13 -12.2%
95 AVUS AMERICAN CENTY ETF TR 14,816.0 $1.7M 0.33% NEW $115.33 +7.9%
96 MRVL MARVELL TECHNOLOGY INC Technology 20,883.0 $1.7M 0.32% NEW $80.92 +125.6%
97 EMR EMERSON ELEC CO Industrials 11,348.0 $1.7M 0.32% NEW $148.56 -7.2%
98 EMBJ EMBRAER S.A. Industrials 20,876.0 $1.7M 0.32% NEW $79.40 -26.0%
99 CANADIAN PACIFIC KANSAS CITY 22,425.0 $1.6M 0.31% NEW $72.44
100 CG CARLYLE GROUP INC Financial Services 26,063.0 $1.6M 0.30% NEW $61.16 -21.5%
Page 5 of 14  ·  273 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 36.5%
Technology 18.9%
Healthcare 9.0%
Consumer Cyclical 8.3%
Communication Services 7.9%
Industrials 6.6%
Consumer Defensive 4.6%
Basic Materials 3.7%
Energy 2.6%
Real Estate 1.3%