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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 12 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LOW LOWES COS INC Consumer Cyclical 1,641.0 $362K 0.02% NEW $220.46 -2.1%
222 NVO NOVO-NORDISK A S Healthcare 7,465.0 $358K 0.02% $47.94 +0.3%
223 HONEYWELL AEROSPACE INC 1,616.0 $357K 0.02% NEW $221.08
224 WM WASTE MGMT INC DEL Industrials 1,593.0 $355K 0.02% NEW $222.87 +0.4%
225 MTD METTLER TOLEDO INTERNATIONAL Healthcare 277.0 $354K 0.02% +4.0 +1.5% $1277.51 +9.6%
226 IBDS ISHARES TR 14,522.0 $352K 0.02% $24.22 -0.1%
227 IBDT ISHARES TR 13,819.0 $349K 0.02% $25.25 -0.1%
228 IBDU ISHARES TR 14,985.0 $347K 0.02% $23.16 -0.3%
229 BLK BLACKROCK INC Financial Services 359.0 $345K 0.02% NEW $961.56 +22.3%
230 DIS DISNEY WALT CO Communication Services 3,547.0 $341K 0.02% +704.0 +24.8% $96.24 +15.7%
231 IBDV ISHARES TR 15,609.0 $340K 0.02% $21.80 -0.7%
232 JEPI J P MORGAN EXCHANGE TRADED F 6,006.0 $339K 0.02% $56.48 +3.0%
233 FMDE FIDELITY COVINGTON TRUST 8,307.0 $337K 0.02% NEW $40.58 +4.1%
234 PH PARKER-HANNIFIN CORP Industrials 342.0 $335K 0.02% NEW $978.54 +4.1%
235 ETN EATON CORP PLC Industrials 783.0 $334K 0.02% NEW $426.12 -3.0%
236 IBDW ISHARES TR 15,971.0 $333K 0.02% NEW $20.84 -0.8%
237 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,736.0 $331K 0.02% +1K +29.0% $57.62 +17.5%
238 ABNB AIRBNB INC Consumer Cyclical 2,279.0 $326K 0.02% NEW $143.10 +32.7%
239 DELL DELL TECHNOLOGIES INC Technology 754.0 $325K 0.02% NEW $431.54 +4.4%
240 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 23,459.0 $324K 0.02% $13.83 +5.5%
Page 12 of 16  ·  312 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%