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Portfolio (Quarterly) Guide ↗

IronBridge Private Wealth, LLC

· CIK 0001850996
13F Portfolio $304M AUM 81 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 14 Added 14 Reduced 7 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,658.0 $324K 0.11% -49.0 -1.3% $88.60 -30.3%
42 AMAT APPLIED MATLS INC Technology 418.0 $302K 0.10% NEW $723.00 -38.9%
43 HD HOME DEPOT INC Consumer Cyclical 747.0 $263K 0.09% $352.63 -9.3%
44 CIM CHIMERA INVT CORP Real Estate 17,710.0 $236K 0.08% $13.34 -15.3%
45 V VISA INC Financial Services 602.0 $207K 0.07% NEW $343.09 +8.6%
46 ET ENERGY TRANSFER L P Energy 10,729.0 $205K 0.07% $19.12 +12.0%
47 KOS KOSMOS ENERGY LTD Energy 10,000.0 $21K 0.01% $2.11 +39.8%
Page 3 of 3  ·  47 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 71.1%
Financial Services 16.8%
Basic Materials 3.4%
Consumer Cyclical 2.7%
Industrials 2.7%
Communication Services 2.2%
Consumer Defensive 0.9%
Real Estate 0.1%
Energy 0.1%