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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 64 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 ST SENSATA TECHNOLOGIES HLDG PL Technology 73.0 $3K NEW $47.75 -10.3%
1262 WCC WESCO INTL INC Industrials 10.0 $3K NEW $345.50 +1.1%
1263 KN KNOWLES CORP Technology 83.0 $3K NEW $41.48 -19.7%
1264 UPST UPSTART HLDGS INC Financial Services 97.0 $3K NEW $35.43 -14.5%
1265 FHN FIRST HORIZON CORPORATION Financial Services 134.0 $3K NEW $25.64 -3.9%
1266 CTRE CARETRUST REIT INC Real Estate 85.0 $3K NEW $40.35 -1.9%
1267 HR HEALTHCARE RLTY TR Real Estate 170.0 $3K NEW $20.17 -3.9%
1268 AUB ATLANTIC UN BANKSHARES CORP Financial Services 81.0 $3K NEW $42.32 -2.8%
1269 CDE COEUR MNG INC Basic Materials 210.0 $3K NEW $16.32 +28.5%
1270 GHC GRAHAM HLDGS CO Consumer Defensive 3.0 $3K NEW $1141.67 +2.2%
1271 SANA SANA BIOTECHNOLOGY INC Healthcare 975.0 $3K NEW $3.49 +12.0%
1272 BLDR BUILDERS FIRSTSOURCE INC Industrials 38.0 $3K NEW $89.50 -21.6%
1273 ACHR ARCHER AVIATION INC Industrials 717.0 $3K NEW $4.73 +33.2%
1274 KINIKSA PHARMACEUTICALS INTL 53.0 $3K NEW $63.96
1275 LXRX LEXICON PHARMACEUTICALS INC Healthcare 1,412.0 $3K NEW $2.40 -4.2%
1276 OSK OSHKOSH CORP Industrials 22.0 $3K NEW $153.50 +2.3%
1277 SAM BOSTON BEER INC Consumer Defensive 19.0 $3K NEW $177.05 +5.0%
1278 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 113.0 $3K NEW $29.74 -13.3%
1279 GEF GREIF INC Consumer Cyclical 45.0 $3K NEW $74.51 +18.0%
1280 VISN VISTANCE NETWORKS INC Technology 262.0 $3K NEW $12.78 -12.3%
Page 64 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%