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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 4 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VRT VERTIV HOLDINGS CO Industrials 3,748.0 $1.3M 0.38% -2K -33.2% $334.82 -12.7%
62 LFUS LITTELFUSE INC Technology 2,670.0 $1.2M 0.37% +471.0 +21.4% $455.33 +3.6%
63 AUPH AURINIA PHARMACEUTICALS INC Healthcare 71,014.0 $1.2M 0.36% NEW $16.97 -9.9%
64 PWR QUANTA SVCS INC Industrials 1,673.0 $1.2M 0.36% +344.0 +25.9% $720.04 +0.3%
65 CMF ISHARES TR 20,897.0 $1.2M 0.36% NEW $57.64 -1.7%
66 VNQ VANGUARD INDEX FDS 12,304.0 $1.2M 0.36% +434.0 +3.7% $96.43 +1.6%
67 GOLD GOLD COM INC Financial Services 27,628.0 $1.1M 0.35% NEW $41.61 +9.1%
68 INSW INTERNATIONAL SEAWAYS INC Energy 14,736.0 $1.1M 0.34% NEW $76.59 +28.4%
69 FIVE FIVE BELOW INC Consumer Cyclical 6,258.0 $1.1M 0.34% NEW $179.79 +32.7%
70 FIGS FIGS INC Consumer Cyclical 107,752.0 $1.1M 0.33% NEW $10.23 +40.0%
71 VNQI VANGUARD INTL EQUITY INDEX F 24,317.0 $1.1M 0.33% -741.0 -3.0% $44.85 +0.9%
72 CSTM CONSTELLIUM SE Basic Materials 34,195.0 $1.1M 0.33% +6K +22.9% $31.87 -6.1%
73 BUNGE GLOBAL SA 10,136.0 $1.1M 0.33% +6K +124.7% $106.73
74 CF CF INDUSTRIES HOLD Basic Materials 9,873.0 $1.1M 0.32% +5K +115.0% $108.26 +8.8%
75 ASML ASML HLDG NV Technology 537.0 $1.1M 0.32% $1989.70 -5.4%
76 MUB ISHARES TR 9,832.0 $1.1M 0.32% -11K -52.5% $107.62 -1.9%
77 NFLX NETFLIX INC. Communication Services 13,852.0 $989K 0.30% -147.0 -1.1% $71.40 +6.5%
78 BPOP POPULAR INC Financial Services 5,979.0 $982K 0.30% $164.18 +7.8%
79 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 11,266.0 $981K 0.29% -4K -27.4% $87.04 +8.4%
80 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,037.0 $973K 0.29% +133.0 +7.0% $477.49 -9.7%
Page 4 of 9  ·  170 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%