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Portfolio (Quarterly) Guide ↗

Urban Wealth Management, LLC

· CIK 0001845521
13F Portfolio $98M AUM 93 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 17 Added 46 Reduced 8 Exited
Page 5 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMI CUMMINS INC Industrials 451.0 $243K 0.25% -38.0 -7.8% $538.02 +26.1%
82 PGR PROGRESSIVE CORP Financial Services 1,213.0 $240K 0.25% NEW $198.24 +2.1%
83 BROS DUTCH BROS INC Consumer Cyclical 4,684.0 $237K 0.24% +1K +38.4% $50.66 +2.6%
84 NOW SERVICENOW INC Technology 2,232.0 $233K 0.24% -508.0 -18.5% $104.55 -2.3%
85 VUG VANGUARD INDEX FDS 531.0 $232K 0.24% $436.79 -80.1%
86 HACK AMPLIFY ETF TR 3,032.0 $228K 0.23% +457.0 +17.8% $75.09 +20.9%
87 CRM SALESFORCE INC Technology 1,192.0 $223K 0.23% -6K -82.8% $186.70 -4.3%
88 ITA ISHARES TR 989.0 $216K 0.22% $218.75 +0.2%
89 BBWI BATH & BODY WORKS INC Consumer Cyclical 11,291.0 $211K 0.22% NEW $18.67 -11.8%
90 KKR KKR & CO INC Financial Services 2,275.0 $210K 0.21% -1K -32.6% $92.50 +3.9%
91 ZM ZOOM COMMUNICATIONS INC Technology 2,616.0 $210K 0.21% -100.0 -3.7% $80.39 +23.1%
92 NVS NOVARTIS AG Healthcare 1,329.0 $203K 0.21% NEW $152.75 -2.1%
93 JBLU JETBLUE AIRWAYS CORP Industrials 40,473.0 $179K 0.18% +8K +25.3% $4.42 +4.3%
Page 5 of 5  ·  93 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 44.9%
Communication Services 12.5%
Consumer Cyclical 10.6%
Financial Services 9.1%
Healthcare 8.4%
Industrials 5.2%
Consumer Defensive 4.4%
Energy 2.5%
Utilities 1.8%
Real Estate 0.6%