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Portfolio (Quarterly) Guide ↗

Salvus Wealth Management, LLC

· CIK 0001809236
13F Portfolio $178M AUM 125 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 34 Added 70 Reduced 9 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MTB M & T BK CORP Financial Services 2,480.0 $590K 0.33% +271.0 +12.3% $238.01 -0.3%
22 GOOGL ALPHABET INC Communication Services 1,650.0 $590K 0.33% +84.0 +5.4% $357.37 -3.0%
23 KO COCA COLA CO Consumer Defensive 7,190.0 $584K 0.33% +746.0 +11.6% $81.27 +10.3%
24 PG PROCTER & GAMBLE CO Consumer Defensive 3,942.0 $578K 0.32% +384.0 +10.8% $146.62 -2.0%
25 IEX IDEX CORP Industrials 2,248.0 $510K 0.29% +28.0 +1.3% $226.95 +1.5%
26 DUK DUKE ENERGY CORP NEW Utilities 3,691.0 $467K 0.26% +490.0 +15.3% $126.59 -5.0%
27 HAS HASBRO INC Consumer Cyclical 5,297.0 $437K 0.24% +687.0 +14.9% $82.59 +14.1%
28 KLAC KLA CORP Technology 1,400.0 $422K 0.24% +1K +900.0% $301.71 -41.8%
29 BIL SPDR SERIES TRUST 4,193.0 $384K 0.21% +877.0 +26.4% $91.64 +0.0%
30 T AT&T INC Communication Services 18,075.0 $374K 0.21% +3K +18.0% $20.70 +25.6%
31 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 9,650.0 $333K 0.19% +2K +22.6% $34.53 +25.9%
32 IWF ISHARES TR 2,304.0 $286K 0.16% +2K +229.1% $124.17 -1.1%
33 HDV ISHARES TR 8,975.0 $246K 0.14% +7K +400.0% $27.41 +7.4%
34 FLUENT INC 30,008.0 $112K 0.06% +11K +54.3% $3.73
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
Technology 32.8%
Financial Services 24.7%
Consumer Cyclical 15.6%
Industrials 7.7%
Healthcare 4.8%
Consumer Defensive 4.0%
Communication Services 2.7%
Basic Materials 2.1%
Energy 2.1%
Real Estate 1.8%