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Portfolio (Quarterly) Guide ↗

Altus Wealth Group LLC

· CIK 0001842572
13F Portfolio $277M AUM 155 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 155 New
Page 6 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MA MASTERCARD INCORPORATED Financial Services 835.0 $429K 0.15% NEW $513.64 +12.8%
102 TSLA TESLA INC Consumer Cyclical 1,010.0 $425K 0.15% NEW $420.60 -15.8%
103 PANW PALO ALTO NETWORKS INC Technology 1,165.0 $397K 0.14% NEW $341.02 -2.3%
104 SCHM SCHWAB STRATEGIC TR 10,591.0 $390K 0.14% NEW $36.87 -2.8%
105 VGT VANGUARD WORLD FD 3,232.0 $386K 0.14% NEW $119.52 +1.5%
106 PH PARKER-HANNIFIN CORP Industrials 365.0 $357K 0.13% NEW $978.12 -1.6%
107 J JACOBS SOLUTIONS INC Industrials 2,816.0 $355K 0.13% NEW $126.00 +16.1%
108 MCD MCDONALDS CORP Consumer Cyclical 1,166.0 $315K 0.11% NEW $270.31 -5.4%
109 SYK STRYKER CORPORATION Healthcare 991.0 $312K 0.11% NEW $314.85 -3.7%
110 COF CAPITAL ONE FINL CORP Financial Services 1,526.0 $306K 0.11% NEW $200.62 +9.5%
111 KO COCA COLA CO Consumer Defensive 3,763.0 $306K 0.11% NEW $81.26 +8.4%
112 ETN EATON CORP PLC Industrials 715.0 $305K 0.11% NEW $426.12 -3.6%
113 RTX RTX CORPORATION Industrials 1,563.0 $297K 0.11% NEW $189.73 +5.8%
114 VOO VANGUARD INDEX FDS 430.0 $295K 0.11% NEW $686.96 +3.1%
115 GE GE AEROSPACE Industrials 784.0 $293K 0.11% NEW $373.73 -9.8%
116 MPC MARATHON PETE CORP Energy 1,140.0 $291K 0.10% NEW $255.67 +52.1%
117 DVY ISHARES TR 1,864.0 $291K 0.10% NEW $156.33 +5.1%
118 SXC SUNCOKE ENERGY INC Energy 35,981.0 $290K 0.10% NEW $8.05 +28.3%
119 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 587.0 $280K 0.10% NEW $477.57 -10.2%
120 NEE NEXTERA ENERGY INC Utilities 3,123.0 $274K 0.10% NEW $87.77 -4.9%
Page 6 of 8  ·  155 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 38.8%
Industrials 15.2%
Financial Services 13.5%
Communication Services 7.4%
Energy 6.1%
Consumer Cyclical 5.6%
Consumer Defensive 4.9%
Healthcare 4.6%
Utilities 3.8%
Real Estate 0.1%