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Portfolio (Quarterly) Guide ↗

Urban Wealth Management, LLC

· CIK 0001845521
13F Portfolio $115M AUM 107 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 15 Added 49 Reduced 13 Exited
Page 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PGR PROGRESSIVE CORP Financial Services 999.0 $218K 0.19% -214.0 -17.6% $218.45 +1.8%
102 NEBIUS GROUP N.V. 786.0 $217K 0.19% NEW $276.17
103 NVS NOVARTIS AG Healthcare 1,329.0 $208K 0.18% $156.72 +0.9%
104 SPYG SPDR SERIES TRUST 1,744.0 $208K 0.18% NEW $118.99 +0.5%
105 JBLU JETBLUE AIRWAYS CORP Industrials 35,601.0 $204K 0.18% -5K -12.0% $5.73 -12.5%
106 IYJ ISHARES TR 1,220.0 $203K 0.18% NEW $166.65 -1.0%
107 PANW PALO ALTO NETWORKS INC Technology 591.0 $202K 0.18% NEW $341.02 -0.6%
Page 6 of 6  ·  107 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 44.0%
Consumer Cyclical 14.9%
Communication Services 8.9%
Financial Services 8.6%
Healthcare 6.5%
Industrials 6.1%
Consumer Defensive 4.0%
Utilities 3.3%
Energy 3.1%
Real Estate 0.5%