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Portfolio (Quarterly) Guide ↗

Precision Wealth Strategies, LLC

· CIK 0001844197
13F Portfolio $301M AUM 156 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 43 Added 67 Reduced 32 Exited
Page 5 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 THG HANOVER INS GROUP INC Financial Services 4,711.0 $817K 0.27% +2K +64.1% $173.35 +19.8%
82 GLOBUS MED INC 9,393.0 $809K 0.27% +3K +49.9% $86.16
83 BPOP POPULAR INC Financial Services 5,974.0 $802K 0.27% +41.0 +0.7% $134.17 +23.0%
84 TIGO MILLICOM INTL CELLULAR S A Communication Services 10,164.0 $762K 0.25% -9K -45.8% $74.94 +17.2%
85 DDS DILLARDS INC Consumer Cyclical 1,327.0 $759K 0.25% $572.11 -0.7%
86 ITOT ISHARES TR 5,297.0 $754K 0.25% $142.43 +13.2%
87 LFUS LITTELFUSE INC Technology 2,199.0 $746K 0.25% +177.0 +8.8% $339.35 +37.6%
88 RDVT RED VIOLET INC Technology 21,341.0 $738K 0.24% NEW $34.60 +61.0%
89 GS GOLDMAN SACHS GROUP INC Financial Services 872.0 $738K 0.24% $846.02 +29.4%
90 QQQM INVESCO EXCH TRADED FD TR II 3,073.0 $730K 0.24% -38.0 -1.2% $237.62 +23.7%
91 PWR QUANTA SVCS INC Industrials 1,329.0 $730K 0.24% -8.0 -0.6% $549.02 +27.9%
92 IWF ISHARES TR 1,677.0 $715K 0.24% $426.40 -71.9%
93 ASML ASML HLDG NV Technology 539.0 $712K 0.24% -185.0 -25.6% $1321.00 +34.6%
94 SEIC SEI INVTS CO Financial Services 8,870.0 $696K 0.23% +2K +38.8% $78.47 +15.0%
95 CSTM CONSTELLIUM SE Basic Materials 27,815.0 $684K 0.23% NEW $24.58 +35.4%
96 KINIKSA PHARMACEUTICALS INTL 14,063.0 $677K 0.23% NEW $48.15
97 GOVT ISHARES TR 29,161.0 $668K 0.22% -3K -10.2% $22.91 -0.9%
98 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,904.0 $643K 0.21% $337.89 +29.2%
99 EME EMCOR GROUP INC Industrials 871.0 $643K 0.21% -53.0 -5.7% $738.31 +13.6%
100 MSM MSC INDL DIRECT INC Industrials 6,839.0 $631K 0.21% $92.27 +26.0%
Page 5 of 8  ·  156 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 22.4%
Industrials 16.8%
Consumer Cyclical 10.5%
Financial Services 10.3%
Communication Services 9.6%
Healthcare 9.2%
Real Estate 8.7%
Basic Materials 7.8%
Consumer Defensive 3.4%
Energy 1.3%