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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 11 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ITB ISHARES TR 2,767.0 $289K 0.06% $104.48 -6.4%
202 CME CME GROUP INC Financial Services 1,308.0 $289K 0.06% -40.0 -3.0% $220.83 +26.4%
203 CVS CVS HEALTH CORP Healthcare 2,683.0 $278K 0.05% -169.0 -5.9% $103.45 -9.0%
204 FANG DIAMONDBACK ENERGY INC Energy 1,576.0 $277K 0.05% NEW $175.78 +17.0%
205 ETN EATON CORP PLC Industrials 637.0 $271K 0.05% -22.0 -3.3% $426.12 -4.1%
206 ITW ILLINOIS TOOL WKS INC Industrials 995.0 $269K 0.05% +11.0 +1.1% $270.47 +5.0%
207 MCK MCKESSON CORP Healthcare 354.0 $267K 0.05% +32.0 +9.9% $755.60 +15.6%
208 MKSI MKS INC. Technology 600.0 $267K 0.05% NEW $444.80 -39.5%
209 BHP BHP BILLITON LIMITED Basic Materials 3,200.0 $267K 0.05% $83.31 +16.6%
210 JBL JABIL INC Technology 689.0 $266K 0.05% NEW $385.48 -20.9%
211 RRC RANGE RES CORP Energy 7,100.0 $264K 0.05% $37.19 +10.9%
212 RIO RIO TINTO PLC Basic Materials 2,750.0 $261K 0.05% $94.93 +10.4%
213 AEP AMERICAN ELEC PWR CO INC Utilities 1,908.0 $261K 0.05% -54.0 -2.8% $136.81 -10.8%
214 KR KROGER CO Consumer Defensive 4,645.0 $258K 0.05% $55.53 +6.4%
215 ENFR ALPS ETF TR 6,750.0 $257K 0.05% -150.0 -2.2% $38.10 +3.8%
216 MFC MANULIFE FINL CORP Financial Services 6,341.0 $257K 0.05% $40.51 +5.7%
217 WPC WP CAREY INC Real Estate 3,559.0 $254K 0.05% -80.0 -2.2% $71.50 +0.1%
218 SCHV SCHWAB STRATEGIC TR 7,300.0 $254K 0.05% $34.81 +0.2%
219 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,931.0 $254K 0.05% NEW $131.58 +6.3%
220 JMST J P MORGAN EXCHANGE TRADED F 4,935.0 $252K 0.05% +730.0 +17.4% $51.00 -0.1%
Page 11 of 13  ·  260 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%