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Portfolio (Quarterly) Guide ↗

Sculati Wealth Management, LLC

· CIK 0001803397
13F Portfolio $271M AUM 116 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 34 Added 47 Reduced 2 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DUK DUKE ENERGY CORP NEW Utilities 9,501.0 $1.2M 0.46% +406.0 +4.5% $130.94 -1.9%
22 AMGN AMGEN INC Healthcare 3,521.0 $1.2M 0.46% +246.0 +7.5% $351.85 +1.8%
23 SCHI SCHWAB STRATEGIC TR 51,887.0 $1.2M 0.43% +5K +10.3% $22.68 +0.1%
24 CMCSA COMCAST CORP NEW Communication Services 36,527.0 $1.0M 0.39% +2K +6.9% $28.71 -19.3%
25 EVEREST GROUP LTD 3,073.0 $1.0M 0.37% +84.0 +2.8% $326.85
26 MBB ISHARES TR 10,368.0 $984K 0.36% +2K +24.9% $94.95 -0.0%
27 ADBE ADOBE INC Technology 3,841.0 $934K 0.34% +154.0 +4.2% $243.08 -16.6%
28 DPZ DOMINOS PIZZA INC Consumer Cyclical 2,470.0 $886K 0.33% +369.0 +17.6% $358.79 -16.9%
29 SYK STRYKER CORPORATION Healthcare 2,610.0 $858K 0.32% +220.0 +9.2% $328.59 +1.3%
30 MTN VAIL RESORTS INC Consumer Cyclical 6,645.0 $853K 0.32% +2K +34.2% $128.32 +7.5%
31 NKE NIKE INC Consumer Cyclical 14,579.0 $770K 0.28% +403.0 +2.8% $52.82 -22.9%
32 WMT WALMART INC Consumer Defensive 3,360.0 $418K 0.15% +30.0 +0.9% $124.28 -6.9%
33 EMB ISHARES TR 4,406.0 $414K 0.15% +699.0 +18.9% $93.93 +2.8%
34 GOVT ISHARES TR 17,514.0 $401K 0.15% +3K +20.2% $22.91 -0.2%
Page 2 of 2  ·  34 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
Financial Services 22.9%
Technology 21.0%
Communication Services 13.4%
Consumer Cyclical 12.1%
Industrials 10.8%
Healthcare 8.1%
Energy 3.7%
Utilities 3.1%
Consumer Defensive 2.9%
Real Estate 2.1%