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Portfolio (Quarterly) Guide ↗

Williams Jones Wealth Management, LLC.

· CIK 0001788587
13F Portfolio $8.9B AUM 587 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 55 New 145 Added 172 Reduced 22 Exited
Page 15 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ALL ALLSTATE CORP Financial Services 3,859.0 $918K 0.01% +135.0 +3.6% $237.95 +8.1%
282 INTC INTEL CORP COM Technology 6,498.0 $907K 0.01% NEW $139.63 -36.4%
283 NESTLE S A SPONSORED ADR 8,804.0 $904K 0.01% -60.0 -0.7% $102.69
284 NRC NRC HEALTH COM NEW Healthcare 41,800.0 $902K 0.01% $21.57 +1.8%
285 INGR INGREDION INC COM Consumer Defensive 9,510.0 $901K 0.01% -500.0 -5.0% $94.71 +10.4%
286 VXUS VANGUARD STAR FD VG TL INTL ST 10,526.0 $900K 0.01% +2K +25.0% $85.49 +2.9%
287 HRL HORMEL FOODS CORP Consumer Defensive 35,787.0 $888K 0.01% $24.82 -4.3%
288 BROWN FORMAN CORP 32,300.0 $884K 0.01% $27.36
289 BK BANK NEW YORK MELLON CORP COM Financial Services 6,091.0 $881K 0.01% -214.0 -3.4% $144.61 -1.9%
290 T AT&T INC COM Communication Services 42,545.0 $881K 0.01% -2K -5.0% $20.70 +24.3%
291 CBOE CBOE GLOBAL MARKETS INC COM Financial Services 3,590.0 $871K 0.01% $242.67 +26.2%
292 XLE SELECT SECTOR SPDR TR SBI INT- 16,150.0 $858K 0.01% +508.0 +3.2% $53.11 +17.8%
293 NORTHERN FDS STK INDEX FD 11,403.0 $851K 0.01% $74.65
294 TEL TE CONNECTIVITY PLC ORD SHS Technology 4,126.0 $832K 0.01% +182.0 +4.6% $201.61 -0.4%
295 SBUX STARBUCKS CORP COM Consumer Cyclical 8,135.0 $831K 0.01% -2K -17.3% $102.19 +3.7%
296 SCHB SCHWAB STRATEGIC TR US BRD MKT 28,600.0 $828K 0.01% -6K -18.3% $28.96 +2.2%
297 BROWN-FORMAN CORP - CLASS B 31,026.0 $827K 0.01% $26.65
298 NUE NUCOR CORP COM Basic Materials 3,659.0 $815K 0.01% +107.0 +3.0% $222.75 +10.3%
299 BLK BLACKROCK INC COM Financial Services 841.0 $809K 0.01% -19.0 -2.2% $961.56 +22.3%
300 NPO ENPRO INDS INC COM Industrials 2,133.0 $804K 0.01% $376.93 -19.4%
Page 15 of 28  ·  547 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 31.4%
Healthcare 12.9%
Industrials 12.8%
Financial Services 12.7%
Consumer Cyclical 9.0%
Communication Services 8.0%
Consumer Defensive 7.2%
Basic Materials 4.3%
Energy 1.1%
Utilities 0.4%