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Portfolio (Quarterly) Guide ↗

1900 WEALTH MANAGEMENT LLC

· CIK 0001791996
13F Portfolio $1.8B AUM 312 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 65 New 111 Added 63 Reduced 6 Exited
Page 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 URI UNITED RENTALS INC Industrials 184.0 $209K 0.01% NEW $1133.83 -4.4%
62 C CITIGROUP INC Financial Services 1,476.0 $207K 0.01% NEW $140.00 -5.9%
63 L LOEWS CORP Financial Services 1,806.0 $204K 0.01% NEW $113.21 -1.6%
64 MDT MEDTRONIC PLC Healthcare 2,582.0 $202K 0.01% NEW $78.23 +18.8%
65 EME EMCOR GROUP INC Industrials 241.0 $200K 0.01% NEW $829.88 -7.8%
Page 4 of 4  ·  65 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 37.8%
Financial Services 15.1%
Energy 12.3%
Industrials 10.8%
Consumer Cyclical 8.1%
Healthcare 7.1%
Consumer Defensive 3.5%
Communication Services 3.4%
Basic Materials 0.9%
Utilities 0.8%