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Portfolio (Quarterly) Guide ↗

Sculati Wealth Management, LLC

· CIK 0001803397
13F Portfolio $300M AUM 123 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 28 Added 39 Reduced 3 Exited
Page 3 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHZ SCHWAB STRATEGIC TR 88,135.0 $2.0M 0.68% +8K +10.0% $22.96 -1.5%
42 BA BOEING CO Industrials 9,372.0 $2.0M 0.67% +56.0 +0.6% $214.03 -3.9%
43 NOW SERVICENOW INC Technology 19,033.0 $2.0M 0.66% +1K +5.6% $103.24 +38.4%
44 VZ VERIZON COMMUNICATIONS INC Communication Services 43,172.0 $1.9M 0.63% -427.0 -1.0% $43.59 +15.4%
45 UPS UNITED PARCEL SVCS INC Industrials 15,842.0 $1.9M 0.62% +155.0 +1.0% $117.72 -12.8%
46 PH PARKER-HANNIFIN CORP Industrials 1,942.0 $1.9M 0.62% $953.21 -0.1%
47 ETN EATON CORP PLC Industrials 4,451.0 $1.8M 0.59% $399.99 -2.3%
48 BINC BLACKROCK ETF TRUST II 33,453.0 $1.7M 0.58% $52.14 -1.1%
49 CRM SALESFORCE INC Technology 10,011.0 $1.7M 0.57% -151.0 -1.5% $170.77 +51.1%
50 RACE FERRARI N V Consumer Cyclical 4,466.0 $1.7M 0.56% +39.0 +0.9% $376.83 +8.9%
51 SCHG SCHWAB STRATEGIC TR 48,943.0 $1.7M 0.56% -277.0 -0.6% $34.18 +3.2%
52 DIS DISNEY WALT CO Communication Services 17,014.0 $1.7M 0.55% +208.0 +1.2% $97.67 +8.8%
53 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,146.0 $1.5M 0.51% -134.0 -4.1% $485.65 +12.8%
54 DTE DTE ENERGY CO Utilities 9,923.0 $1.5M 0.49% -1K -12.5% $148.19 -8.2%
55 MDT MEDTRONIC PLC Healthcare 17,321.0 $1.4M 0.48% $83.20 +10.6%
56 WM WASTE MGMT INC DEL Industrials 5,770.0 $1.4M 0.46% $239.31 -8.2%
57 SCHM SCHWAB STRATEGIC TR 37,191.0 $1.3M 0.43% -297.0 -0.8% $34.99 +0.5%
58 AMGN AMGEN INC Healthcare 3,521.0 $1.3M 0.43% $366.29 +19.6%
59 EVEREST GROUP LTD 3,353.0 $1.3M 0.43% +280.0 +9.1% $382.57
60 SCHA SCHWAB STRATEGIC TR 36,242.0 $1.2M 0.41% $34.05 -0.9%
Page 3 of 7  ·  123 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 25.4%
Technology 23.0%
Consumer Cyclical 11.9%
Industrials 11.3%
Communication Services 9.2%
Healthcare 8.2%
Energy 3.4%
Consumer Defensive 2.9%
Utilities 2.7%
Real Estate 2.0%