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Portfolio (Quarterly) Guide ↗

Delos Wealth Advisors, LLC

· CIK 0001878326
13F Portfolio $175M AUM 260 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New 55 Added 46 Reduced 68 Exited
Page 8 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMD ADVANCED MICRO DEVICES INC Technology 154.0 $31K 0.02% NEW $203.44 +141.1%
142 NUE NUCOR CORP Basic Materials 185.0 $31K 0.02% $169.10 +44.7%
143 MDT MEDTRONIC PLC Healthcare 310.0 $27K 0.01% $86.65 -11.6%
144 TRV TRAVELERS COMPANIES INC Financial Services 91.0 $27K 0.01% -9.0 -9.0% $291.59 +3.5%
145 HD HOME DEPOT INC Consumer Cyclical 76.0 $25K 0.01% -30.0 -28.3% $328.89 -3.3%
146 CENX CENTURY ALUM CO Basic Materials 425.0 $25K 0.01% NEW $58.69 +11.0%
147 HON HONEYWELL INTL INC Industrials 110.0 $25K 0.01% -93.0 -45.8% $226.04 +3.1%
148 SDY SPDR SERIES TRUST 170.0 $25K 0.01% $145.94 +2.9%
149 ABT ABBOTT LABORATORIES Healthcare 235.0 $24K 0.01% $102.67 -16.4%
150 META META PLATFORMS INC Communication Services 40.0 $23K 0.01% -32.0 -44.4% $572.15 +6.7%
151 USIG ISHARES TR 443.0 $23K 0.01% +138.0 +45.2% $51.23 -0.1%
152 BND VANGUARD BD INDEX FDS 300.0 $22K 0.01% $73.64 -0.5%
153 MA MASTERCARD INCORPORATED Financial Services 44.0 $22K 0.01% -65.0 -59.6% $499.68 -1.0%
154 ACN ACCENTURE PLC IRELAND Technology 110.0 $22K 0.01% -41.0 -27.1% $198.29 -9.9%
155 AXON AXON ENTERPRISE INC Industrials 50.0 $21K 0.01% +10.0 +25.0% $424.70 -9.0%
156 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 132.0 $21K 0.01% -150.0 -53.2% $157.28 -5.2%
157 SHW SHERWIN WILLIAMS CO Basic Materials 64.0 $21K 0.01% -23.0 -26.4% $320.56 -2.9%
158 MRSH MARSH & MCLENNAN COS INC Financial Services 115.0 $20K 0.01% -33.0 -22.3% $173.45 -7.0%
159 XLK SELECT SECTOR SPDR TR 150.0 $20K 0.01% $132.90 +37.8%
160 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 1,000.0 $19K 0.01% -5K -83.3% $18.64 -1.2%
Page 8 of 13  ·  260 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 27.1%
Financial Services 16.4%
Basic Materials 14.3%
Consumer Defensive 13.3%
Utilities 9.5%
Communication Services 6.4%
Consumer Cyclical 5.0%
Energy 4.9%
Industrials 1.6%
Healthcare 1.5%