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Portfolio (Quarterly) Guide ↗

Williams Jones Wealth Management, LLC.

· CIK 0001788587
13F Portfolio $8.1B AUM 540 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 112 Added 169 Reduced 43 Exited
Page 10 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VIG VANGUARD SPECIALIZED PORTFOLIO 11,069.0 $2.4M 0.03% $215.06 +7.2%
182 MCO MOODYS CORP Financial Services 5,430.0 $2.4M 0.03% -29.0 -0.5% $436.25 -1.7%
183 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 14,762.0 $2.3M 0.03% -843.0 -5.4% $157.28 -1.9%
184 LIN LINDE PUBLIC LTD Basic Materials 4,639.0 $2.3M 0.03% -75.0 -1.6% $495.76 +2.1%
185 CNI CANADIAN NATL RY CO COM Industrials 22,333.0 $2.3M 0.03% -150.0 -0.7% $102.77 +8.8%
186 SII SPROTT INC COM NEW Financial Services 16,000.0 $2.3M 0.03% +7K +85.4% $142.90 -9.7%
187 FIDELITY CONTRAFUND INC COM 99,302.0 $2.3M 0.03% -11K -10.1% $22.96
188 EOG EOG RES INC COM Energy 15,186.0 $2.2M 0.03% -319.0 -2.1% $144.57 -3.0%
189 FIDELITY GROWTH CO FUND 47,049.0 $2.2M 0.03% $46.53
190 HPE HEWLETT PACKARD ENTERPRISE CO Technology 90,957.0 $2.2M 0.03% $23.81 +39.0%
191 QTRX QUANTERIX CORP COM Healthcare 613,439.0 $2.2M 0.03% -26K -4.0% $3.52 -28.4%
192 AWK AMERICAN WTR WKS CO INC NEW CO Utilities 15,794.0 $2.1M 0.03% $136.09 -8.3%
193 PSX PHILLIPS 66 COM Energy 11,724.0 $2.1M 0.03% $182.18 -3.3%
194 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 6,521.0 $2.1M 0.03% +100.0 +1.6% $327.07 +8.0%
195 DAVIS NY VENTURE FD INC CL A 72,605.0 $2.1M 0.03% -700.0 -0.9% $28.90
196 YUM YUM BRANDS INC COM Consumer Cyclical 12,656.0 $2.0M 0.02% -374.0 -2.9% $155.48 -3.5%
197 CARR CARRIER GLOBAL CORPORATION COM Industrials 34,883.0 $2.0M 0.02% -4K -10.9% $56.31 +14.6%
198 BINC BLACKROCK ETF TRUST II FLEXIBL 36,872.0 $1.9M 0.02% -2K -5.9% $51.93 +0.1%
199 AMD ADVANCED MICRO DEVICES INC COM Technology 9,041.0 $1.8M 0.02% -423.0 -4.5% $203.42 +107.0%
200 VO VANGUARD MID-CAP ETF 6,148.0 $1.8M 0.02% $287.18 -73.3%
Page 10 of 26  ·  514 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 27.2%
Healthcare 14.0%
Financial Services 12.9%
Industrials 11.8%
Consumer Cyclical 9.4%
Communication Services 9.0%
Consumer Defensive 8.2%
Basic Materials 4.2%
Energy 2.7%
Utilities 0.5%