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Portfolio (Quarterly) Guide ↗

Westshore Wealth, LLC

· CIK 0001806366
13F Portfolio $285M AUM 102 positions Filed May 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 102 New
Page 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COIN COINBASE GLOBAL INC Financial Services 1,694.0 $296K 0.10% NEW $174.61 -3.1%
82 BX BLACKSTONE INC Financial Services 2,537.0 $292K 0.10% NEW $114.99 +11.2%
83 IBM INTERNATIONAL BUSINESS MACHS Technology 1,200.0 $291K 0.10% NEW $242.39 +11.7%
84 AOA ISHARES TR 3,240.0 $287K 0.10% NEW $88.49 +10.9%
85 MPC MARATHON PETE CORP Energy 1,100.0 $269K 0.09% NEW $244.18 +2.6%
86 KLAC KLA CORP Technology 179.0 $264K 0.09% NEW $1472.41 -83.9%
87 WMT WALMART INC Consumer Defensive 2,107.0 $262K 0.09% NEW $124.29 -2.8%
88 DGX QUEST DIAGNOSTICS INC Healthcare 1,302.0 $255K 0.09% NEW $195.98 +2.6%
89 PG PROCTER & GAMBLE CO Consumer Defensive 1,640.0 $237K 0.08% NEW $144.42 +5.6%
90 FDX FEDEX CORP Industrials 658.0 $234K 0.08% NEW $356.18 -5.7%
91 CENCORA INC 729.0 $229K 0.08% NEW $313.95
92 RTX RTX CORPORATION Industrials 1,152.0 $222K 0.08% NEW $192.90 -3.2%
93 LMT LOCKHEED MARTIN CORP Industrials 365.0 $220K 0.08% NEW $603.70 -11.2%
94 KO COCA COLA CO Consumer Defensive 2,858.0 $217K 0.08% NEW $76.06 +5.6%
95 PEP PEPSICO INC Consumer Defensive 1,387.0 $215K 0.08% NEW $155.29 -5.9%
96 DMBS DOUBLELINE ETF TRUST 4,342.0 $214K 0.07% NEW $49.38 -0.4%
97 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 3,567.0 $205K 0.07% NEW $57.58 +34.3%
98 UNH UNITEDHEALTH GROUP INC Healthcare 741.0 $201K 0.07% NEW $270.59 +51.9%
99 IRT INDEPENDENCE RLTY TR INC Real Estate 10,000.0 $149K 0.05% NEW $14.89 +10.7%
100 FULC FULCRUM THERAPEUTICS INC Healthcare 17,000.0 $130K 0.05% NEW $7.67 -54.9%
Page 5 of 6  ·  102 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 50.8%
Healthcare 16.2%
Technology 15.3%
Industrials 8.8%
Communication Services 3.5%
Consumer Cyclical 2.9%
Consumer Defensive 1.6%
Energy 0.7%
Real Estate 0.1%