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Portfolio (Quarterly) Guide ↗

Oxler Private Wealth LLC

· CIK 0001846002
13F Portfolio $350M AUM 93 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 20 Added 42 Reduced 4 Exited
Page 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CRM SALESFORCE INC Technology 3,289.0 $515K 0.15% -296.0 -8.3% $156.67 +63.4%
62 BERKSHIRE HATHAWAY INC DEL 1,001.0 $501K 0.14% $500.39
63 SOXX ISHARES TR 767.0 $492K 0.14% NEW $641.12 -20.7%
64 XLI SELECT SECTOR SPDR TR 2,387.0 $442K 0.13% $185.21 -4.4%
65 VOOV VANGUARD ADMIRAL FDS INC 1,949.0 $427K 0.12% $219.20 +4.6%
66 HD HOME DEPOT INC Consumer Cyclical 1,152.0 $406K 0.12% -117.0 -9.2% $352.60 -6.4%
67 CAT CATERPILLAR INC Industrials 366.0 $390K 0.11% $1064.90 -24.9%
68 PEP PEPSICO INC Consumer Defensive 2,878.0 $390K 0.11% +29.0 +1.0% $135.40 +4.2%
69 DSI ISHARES TR 2,696.0 $384K 0.11% -509.0 -15.9% $142.39 +3.5%
70 DIS DISNEY WALT CO Communication Services 3,816.0 $367K 0.10% -1K -24.6% $96.26 +12.3%
71 RTX RTX CORPORATION Industrials 1,912.0 $363K 0.10% $189.70 +11.6%
72 QQQM INVESCO EXCH TRADED FD TR II 1,191.0 $361K 0.10% +16.0 +1.4% $302.97 -2.6%
73 CMS CMS ENERGY CORP Utilities 4,503.0 $344K 0.10% +26.0 +0.6% $76.49 -10.8%
74 ES EVERSOURCE ENERGY Utilities 4,475.0 $323K 0.09% -275.0 -5.8% $72.27 -2.0%
75 ARKK ARK ETF TR 3,954.0 $320K 0.09% -124.0 -3.0% $80.83 +4.7%
76 IBB ISHARES TR 1,597.0 $304K 0.09% $190.16 +9.9%
77 VUG VANGUARD INDEX FDS 3,477.0 $300K 0.09% +3K +500.5% $86.14 +2.8%
78 KO COCA COLA CO Consumer Defensive 3,679.0 $299K 0.09% +23.0 +0.6% $81.26 +10.3%
79 CSCO CISCO SYS INC Technology 2,502.0 $294K 0.08% NEW $117.48 -6.4%
80 YUM YUM BRANDS INC Consumer Cyclical 1,823.0 $291K 0.08% -210.0 -10.3% $159.85 -3.7%
Page 4 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
Financial Services 41.9%
Technology 19.6%
Communication Services 11.5%
Consumer Cyclical 10.4%
Healthcare 9.7%
Consumer Defensive 2.4%
Industrials 2.3%
Energy 1.6%
Utilities 0.6%
Real Estate 0.1%