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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 17 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IJR ISHARES TR S&P SMALL CAP 600 4,994.0 $621K 0.01% +418.0 +9.1% $124.31 +7.1%
322 VMC VULCAN MATLS CO Basic Materials 2,280.0 $621K 0.01% $272.27 -2.2%
323 BP BP PLC SPONSORED ADR Energy 13,101.0 $616K 0.01% +2K +19.4% $47.00 -1.8%
324 AZN ASTRAZENECA PLC Healthcare 3,118.0 $615K 0.01% NEW $197.22 -6.4%
325 MLI MUELLER INDS INC COM Industrials 5,524.0 $612K 0.01% $110.80 +22.9%
326 DFA INVT DIMENSIONS GROUP INC 10,424.0 $608K 0.01% NEW $58.37
327 NUE NUCOR CORP COM Basic Materials 3,552.0 $601K 0.01% $169.10 +33.9%
328 GL GLOBE LIFE INC Financial Services 4,306.0 $599K 0.01% $139.17 +13.1%
329 VANGUARD MID CAP INDEX FUND AD 1,671.0 $594K 0.01% $355.72
330 GEHC GE HEALTHCARE TECHNOLOGY Healthcare 8,273.0 $589K 0.01% +103.0 +1.3% $71.18 -13.6%
331 SONY SONY GROUP CORP SP ADR Technology 27,846.0 $576K 0.01% -3K -10.9% $20.70 +9.7%
332 MELI MERCADOLIBRE INC COM Consumer Cyclical 330.0 $571K 0.01% +51.0 +18.3% $1729.02 -8.3%
333 WASATCH FUNDS TR MICRO CAP VAL 142,593.0 $570K 0.01% $4.00
334 MET METLIFE INC COM Financial Services 7,955.0 $563K 0.01% -293.0 -3.5% $70.72 +15.1%
335 LNG CHENIERE ENERGY INC COM NEW Energy 1,979.0 $562K 0.01% $283.76 -12.7%
336 CAH CARDINAL HEALTH INC Healthcare 2,644.0 $559K 0.01% $211.32 -5.2%
337 COLUMBIA FUNDS SER TR OVERSEAS 37,722.0 $551K 0.01% NEW $14.61
338 SRE SEMPRA ENERGY Utilities 5,670.0 $551K 0.01% -144.0 -2.5% $97.17 -7.1%
339 T ROWE PR BLUE CHIP GROW 2,933.0 $547K 0.01% $186.66
340 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 3,741.0 $547K 0.01% +81.0 +2.2% $146.28 -7.6%
Page 17 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%