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Portfolio (Quarterly) Guide ↗

Keudell/Morrison Wealth Management

· CIK 0001785498
13F Portfolio $529M AUM 260 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 86 Added 85 Reduced 12 Exited
Page 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NWN NORTHWEST NAT HLDG CO Utilities 4,768.0 $234K 0.04% -55.0 -1.1% $49.06 +2.4%
82 BMO BANK MONTREAL MEDIUM Financial Services 1,283.0 $227K 0.04% -1K -45.5% $176.70 -2.5%
83 EQIN COLUMBIA ETF TR I 4,225.0 $217K 0.04% -25.0 -0.6% $51.30 +6.6%
84 PGF INVESCO EXCHANGE TRADED FD T 13,187.0 $181K 0.03% -2K -13.7% $13.71 -2.2%
85 F FORD MTR CO Consumer Cyclical 12,322.0 $171K 0.03% -387.0 -3.0% $13.90 +0.2%
Page 5 of 5  ·  85 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 32.5%
Healthcare 15.0%
Financial Services 12.7%
Consumer Cyclical 8.6%
Industrials 7.9%
Energy 6.7%
Consumer Defensive 5.9%
Communication Services 5.4%
Utilities 2.5%
Real Estate 2.1%