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Portfolio (Quarterly) Guide ↗

Urban Wealth Management, LLC

· CIK 0001845521
13F Portfolio $108M AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 94 New
Page 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PANW PALO ALTO NETWORKS INC Technology 1,357.0 $250K 0.23% NEW $184.20 +31.8%
82 CMI CUMMINS INC Industrials 489.0 $250K 0.23% NEW $510.45 +32.8%
83 PFE PFIZER INC Healthcare 9,926.0 $247K 0.23% NEW $24.90 +1.7%
84 ADP AUTOMATIC DATA PROCESSING IN Industrials 947.0 $244K 0.23% NEW $257.23 -13.3%
85 NFLX NETFLIX INC Communication Services 2,583.0 $242K 0.23% NEW $93.76 -7.2%
86 CAH CARDINAL HEALTH INC Healthcare 1,150.0 $236K 0.22% NEW $205.50 -2.8%
87 ZM ZOOM COMMUNICATIONS INC Technology 2,716.0 $234K 0.22% NEW $86.29 +16.1%
88 TEL TE CONNECTIVITY PLC Technology 954.0 $217K 0.20% NEW $227.51 -9.8%
89 ITA ISHARES TR 989.0 $212K 0.20% NEW $214.69 +2.6%
90 CIBR FIRST TR EXCHANGE TRADED FD 2,930.0 $209K 0.20% NEW $71.45 +13.3%
91 BROS DUTCH BROS INC Consumer Cyclical 3,385.0 $207K 0.19% NEW $61.22 -13.9%
92 CENCORA INC 613.0 $207K 0.19% NEW $337.75
93 HACK AMPLIFY ETF TR 2,575.0 $207K 0.19% NEW $80.37 +13.5%
94 JBLU JETBLUE AWYS CORP Industrials 32,302.0 $147K 0.14% NEW $4.55 +0.7%
Page 5 of 5  ·  94 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 47.5%
Communication Services 13.1%
Consumer Cyclical 11.2%
Financial Services 9.8%
Healthcare 8.4%
Industrials 3.7%
Consumer Defensive 2.9%
Energy 1.7%
Utilities 1.0%
Real Estate 0.6%