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Portfolio (Quarterly) Guide ↗

Physician Wealth Advisors, Inc.

· CIK 0001795173
13F Portfolio $837M AUM 12,601 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2334 New
Page 63 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 THG HANOVER INS GROUP INC Financial Services 17.0 $4K NEW $214.18 +4.2%
1242 POWI POWER INTEGRATIONS INC Technology 43.0 $4K NEW $84.63 -34.8%
1243 AQN ALGONQUIN POWER & UTILITIES Utilities 619.0 $4K NEW $5.86 -2.7%
1244 INCY INCYTE CORP Healthcare 32.0 $4K NEW $113.38 +12.7%
1245 HIW HIGHWOODS PPTYS INC Real Estate 120.0 $4K NEW $30.17 +4.1%
1246 PTY PIMCO CORPORATE & INCOME OPP Financial Services 300.0 $4K NEW $12.03 -2.3%
1247 LUMN LUMEN TECHNOLOGIES INC Communication Services 469.0 $4K NEW $7.69 -22.7%
1248 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 76.0 $4K NEW $47.34 -44.3%
1249 TW TRADEWEB MKTS INC Financial Services 36.0 $4K NEW $99.67 +7.4%
1250 PDD PDD HOLDINGS INC Consumer Cyclical 47.0 $4K NEW $76.30 +15.8%
1251 TXT TEXTRON INC Industrials 39.0 $4K NEW $91.74 -9.6%
1252 FLUTTER ENTMT PLC 35.0 $4K NEW $102.17
1253 DK DELEK US HLDGS INC NEW Energy 70.0 $4K NEW $50.81 +40.6%
1254 TSN TYSON FOODS INC Consumer Defensive 62.0 $4K NEW $57.26 +2.1%
1255 HTHT H WORLD GROUP LTD Consumer Cyclical 85.0 $4K NEW $41.73 +17.8%
1256 TIGO MILLICOM INTL CELLULAR S A Communication Services 39.0 $4K NEW $90.77 +3.2%
1257 CPNG COUPANG INC Consumer Cyclical 203.0 $4K NEW $17.37 -5.3%
1258 INGERSOLL RAND INC 43.0 $4K NEW $82.00
1259 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 119.0 $4K NEW $29.54 -5.8%
1260 SMBC SOUTHERN MO BANCORP INC Financial Services 46.0 $4K NEW $76.22 -2.4%
Page 63 of 117  ·  2,334 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 40.6%
Financial Services 18.2%
Healthcare 9.6%
Consumer Cyclical 7.5%
Industrials 6.2%
Communication Services 4.5%
Consumer Defensive 4.3%
Real Estate 2.7%
Energy 2.7%
Utilities 2.2%