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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 9 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ROST ROSS STORES INC Consumer Cyclical 1,060.0 $226K 0.05% NEW $212.85 +12.5%
162 ANNALY CAPITAL MANAGEMENT IN 10,000.0 $224K 0.05% NEW $22.36
163 LOW LOWES COS INC Consumer Cyclical 1,002.0 $221K 0.05% NEW $220.38 -3.0%
164 DOV DOVER CORP Industrials 983.0 $221K 0.05% NEW $224.32 -8.5%
165 BCDF LISTED FDS TR 7,245.0 $216K 0.05% NEW $29.80 +14.9%
166 DE DEERE & CO Industrials 329.0 $209K 0.05% NEW $635.03 -0.1%
167 RPG INVESCO EXCHANGE TRADED FD T 3,258.0 $208K 0.05% NEW $63.85 -9.5%
168 ADI ANALOG DEVICES INC Technology 523.0 $208K 0.05% NEW $397.17 -5.5%
169 NEE NEXTERA ENERGY INC Utilities 2,310.0 $203K 0.05% NEW $87.77 -3.9%
170 HONEYWELL INTL INC 899.0 $201K 0.05% NEW $223.90
171 USAC USA COMPRESSION PARTNERS LP Energy 7,594.0 $200K 0.05% NEW $26.39 +2.1%
172 AGNC AGNC INVT CORP Real Estate 16,089.0 $175K 0.04% NEW $10.90 -0.3%
173 PUTNAM ETF TRUST 15,873.0 $145K 0.03% NEW $9.12
174 HIGHLAND OPPS & INCOME FD 17,248.0 $123K 0.03% NEW $7.13
175 BLUE OWL CAPITAL CORPORATION 10,028.0 $109K 0.03% NEW $10.87
176 SACH SACHEM CAP CORP Real Estate 12,587.0 $12K 0.00% NEW $0.94 -6.5%
Page 9 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%