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Portfolio (Quarterly) Guide ↗

1900 WEALTH MANAGEMENT LLC

· CIK 0001791996
13F Portfolio $1.6B AUM 253 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 79 Added 71 Reduced 12 Exited
Page 9 of 13  ·  253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IVOO VANGUARD ADMIRAL FDS INC 4,632.0 $530K 0.03% +125.0 +2.8% $114.32 +10.9%
162 META META PLATFORMS INC Communication Services 925.0 $529K 0.03% -256.0 -21.7% $572.13 +6.7%
163 HBAN HUNTINGTON BANCSHARES INC Financial Services 33,439.0 $528K 0.03% $15.80 +1.7%
164 KO COCA COLA CO Consumer Defensive 6,811.0 $519K 0.03% -1K -16.7% $76.20 +7.8%
165 PRF INVESCO EXCHANGE TRADED FD T 10,913.0 $519K 0.03% $47.53 +12.5%
166 CMI CUMMINS INC Industrials 919.0 $494K 0.03% -37.0 -3.9% $538.02 +23.8%
167 MBB ISHARES TR 5,207.0 $494K 0.03% $94.95 -0.6%
168 BK BANK NEW YORK MELLON CORP Financial Services 4,156.0 $493K 0.03% +134.0 +3.3% $118.63 +17.5%
169 SPHQ INVESCO EXCHANGE TRADED FD T 6,399.0 $481K 0.03% $75.19 +13.8%
170 IDXX IDEXX LABS INC Healthcare 853.0 $479K 0.03% $561.89 -1.5%
171 KLAC KLA CORP Technology 323.0 $476K 0.03% -84.0 -20.6% $1472.41 +32.7%
172 INFQ INFLEQTION INC Technology 47,914.0 $470K 0.03% NEW $9.81 +61.7%
173 QCOM QUALCOMM INC Technology 3,635.0 $468K 0.03% -43.0 -1.2% $128.78 +76.3%
174 NKE NIKE INC Consumer Cyclical 8,708.0 $460K 0.03% +1K +16.7% $52.82 -13.2%
175 UNILEVER PLC 8,019.0 $457K 0.03% -42.0 -0.5% $56.97
176 GEV GE VERNOVA INC Utilities 517.0 $451K 0.03% NEW $872.90 +19.6%
177 ROP ROPER TECHNOLOGIES INC Industrials 1,260.0 $446K 0.03% +144.0 +12.9% $353.86 -9.8%
178 ABEV AMBEV SA Consumer Defensive 152,614.0 $446K 0.03% +44K +40.2% $2.92 +11.8%
179 ROK ROCKWELL AUTOMATION INC Industrials 1,219.0 $438K 0.03% -248.0 -16.9% $358.91 +27.4%
180 UBER UBER TECHNOLOGIES INC Technology 6,064.0 $436K 0.03% +174.0 +3.0% $71.93 -1.5%
Page 9 of 13  ·  253 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 30.8%
Energy 17.4%
Financial Services 13.6%
Industrials 9.4%
Consumer Cyclical 8.4%
Healthcare 7.7%
Communication Services 6.2%
Consumer Defensive 4.7%
Basic Materials 1.2%
Utilities 0.7%