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Portfolio (Quarterly) Guide ↗

One Charles Private Wealth Services, LLC

· CIK 0001800938
13F Portfolio $434M AUM 177 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 176 New
Page 6 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ENERGY TRANSFER L P 39,888.0 $457K 0.10% NEW $11.46
102 LLY ELI LILLY & CO Healthcare 369.0 $443K 0.10% NEW $1199.61 -0.8%
103 MCD MCDONALDS CORP Consumer Cyclical 1,628.0 $440K 0.10% NEW $270.35 -1.3%
104 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,938.0 $434K 0.10% NEW $223.96 +25.6%
105 VDE VANGUARD WORLD FD 2,867.0 $430K 0.10% NEW $150.13 +17.2%
106 IWF ISHARES TR 3,452.0 $429K 0.10% NEW $124.17 -1.9%
107 BOTZ GLOBAL X FDS 11,296.0 $429K 0.10% NEW $37.94 -6.1%
108 FXU FIRST TR EXCHANGE-TRADED FD 8,654.0 $427K 0.10% NEW $49.34 -2.3%
109 IOO ISHARES TR 3,056.0 $417K 0.10% NEW $136.59 +4.8%
110 NSC NORFOLK SOUTHN CORP Industrials 1,309.0 $412K 0.10% NEW $314.56 +12.1%
111 MSB MESABI TR Financial Services 16,230.0 $411K 0.10% NEW $25.30 -8.7%
112 TMO THERMO FISHER SCIENTIFIC INC Healthcare 813.0 $408K 0.09% NEW $501.62 +26.3%
113 GS GOLDMAN SACHS GROUP INC Financial Services 401.0 $405K 0.09% NEW $1011.16 +2.9%
114 IAU ISHARES GOLD TR Financial Services 5,269.0 $398K 0.09% NEW $75.51 +14.4%
115 VEA VANGUARD TAX-MANAGED FDS 5,437.0 $387K 0.09% NEW $71.25 +3.1%
116 IXP ISHARES TR 3,402.0 $384K 0.09% NEW $112.85 +4.0%
117 TXN TEXAS INSTRS INC Technology 1,278.0 $381K 0.09% NEW $298.07 -12.2%
118 UNP UNION PAC CORP Industrials 1,389.0 $378K 0.09% NEW $272.00 +14.2%
119 CVX CHEVRON CORPORATION Energy 2,252.0 $373K 0.09% NEW $165.78 +20.8%
120 RSPF INVESCO EXCHANGE TRADED FD T 4,718.0 $366K 0.08% NEW $77.55 +10.4%
Page 6 of 9  ·  176 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
Energy 28.1%
Financial Services 26.2%
Technology 21.9%
Consumer Cyclical 7.6%
Industrials 5.1%
Communication Services 3.5%
Healthcare 3.1%
Consumer Defensive 2.3%
Real Estate 1.7%
Utilities 0.5%