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Portfolio (Quarterly) Guide ↗

Precision Wealth Strategies, LLC

· CIK 0001844197
13F Portfolio $332M AUM 170 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 36 Added 84 Reduced 24 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LFUS LITTELFUSE INC Technology 2,670.0 $1.2M 0.37% +471.0 +21.4% $455.33 +3.6%
22 PWR QUANTA SVCS INC Industrials 1,673.0 $1.2M 0.36% +344.0 +25.9% $720.04 +0.3%
23 VNQ VANGUARD INDEX FDS 12,304.0 $1.2M 0.36% +434.0 +3.7% $96.43 +1.6%
24 CSTM CONSTELLIUM SE Basic Materials 34,195.0 $1.1M 0.33% +6K +22.9% $31.87 -6.1%
25 BUNGE GLOBAL SA 10,136.0 $1.1M 0.33% +6K +124.7% $106.73
26 CF CF INDUSTRIES HOLD Basic Materials 9,873.0 $1.1M 0.32% +5K +115.0% $108.26 +8.8%
27 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,037.0 $973K 0.29% +133.0 +7.0% $477.49 -9.7%
28 MSM MSC INDL DIRECT INC Industrials 7,986.0 $950K 0.29% +1K +16.8% $118.95 +4.7%
29 EME EMCOR GROUP INC Industrials 1,051.0 $872K 0.26% +180.0 +20.7% $829.88 +3.9%
30 IWF ISHARES TR 6,708.0 $833K 0.25% +5K +300.0% $124.17 +0.7%
31 LLY ELI LILLY & CO Healthcare 630.0 $756K 0.23% +15.0 +2.4% $1199.76 -1.2%
32 EXEL EXELIXIS INC Healthcare 13,564.0 $738K 0.22% +88.0 +0.7% $54.41 -3.8%
33 ORCL ORACLE CORP Technology 4,307.0 $631K 0.19% +90.0 +2.1% $146.55 +0.1%
34 ETHA ISHARES ETHEREUM TR Financial Services 51,098.0 $608K 0.18% +17K +48.2% $11.89 +21.1%
35 ETH GRAYSCALE ETHEREUM STAKING Financial Services 39,834.0 $599K 0.18% +13K +49.0% $15.03 +21.0%
36 LOPE GRAND CANYON ED INC Consumer Defensive 3,136.0 $449K 0.14% +50.0 +1.6% $143.11 -0.9%
Page 2 of 2  ·  36 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 39.3%
Industrials 11.8%
Consumer Cyclical 11.3%
Financial Services 9.7%
Healthcare 7.3%
Communication Services 6.8%
Real Estate 5.9%
Basic Materials 4.1%
Consumer Defensive 2.6%
Energy 1.2%