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Portfolio (Quarterly) Guide ↗

BAKER TILLY WEALTH MANAGEMENT, LLC

· CIK 0001840565
13F Portfolio $471M AUM 285 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 90 Added 127 Reduced 27 Exited
Page 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 THC TENET HEALTHCARE CORP Healthcare 1,202.0 $225K 0.05% -17.0 -1.4% $187.08 +45.3%
122 ILMN ILLUMINA INC Healthcare 1,255.0 $221K 0.05% -730.0 -36.8% $175.83 +28.0%
123 SAN BANCO SANTANDER SA Financial Services 15,478.0 $214K 0.04% -791.0 -4.9% $13.80 +6.0%
124 TJX TJX COS INC NEW Consumer Cyclical 1,399.0 $212K 0.04% -15.0 -1.1% $151.50 -7.9%
125 MDLZ MONDELEZ INTL INC Consumer Defensive 3,661.0 $212K 0.04% -108.0 -2.9% $57.84 +8.9%
126 PH PARKER-HANNIFIN CORP Industrials 211.0 $206K 0.04% -24.0 -10.2% $978.12 +3.9%
127 ARES ARES MANAGEMENT CORPORATION Financial Services 1,805.0 $201K 0.04% -787.0 -30.4% $111.29 +28.3%
Page 7 of 7  ·  127 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 29.4%
Financial Services 23.2%
Communication Services 9.5%
Healthcare 9.0%
Consumer Cyclical 8.8%
Industrials 7.7%
Consumer Defensive 4.0%
Energy 3.2%
Basic Materials 2.4%
Real Estate 1.5%