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Portfolio (Quarterly) Guide ↗

Private Wealth Asset Management, LLC

· CIK 0001883006
13F Portfolio $935M AUM 923 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New 141 Added 250 Reduced 239 Exited
Page 7 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HPQ HP INC COM Technology 1,621.0 $31K 0.00% +492.0 +43.6% $19.21 +9.2%
122 ETHW BITWISE ETHEREUM ETF SHARES OF BENEFICIAL INTEREST Financial Services 2,000.0 $30K 0.00% +500.0 +33.3% $15.00 +1.9%
123 CHD CHURCH &DWIGHT CO INC COM Consumer Defensive 261.0 $24K 0.00% +89.0 +51.7% $93.32 +3.0%
124 VDE VANGUARD WORLD FD ENERGY ETF 136.0 $24K 0.00% +118.0 +655.6% $173.04 -2.2%
125 WAT WATERS CORP Healthcare 76.0 $23K 0.00% +12.0 +18.8% $297.80 +11.9%
126 VRT VERTIV HOLDINGS CO COM CL A Industrials 80.0 $20K 0.00% +58.0 +263.6% $250.57 +28.8%
127 RIGL RIGEL PHARMACEUTICALS INC COM Healthcare 700.0 $19K 0.00% +400.0 +133.3% $27.04 +4.7%
128 RGS REGIS CORPORATION COM SHS Consumer Cyclical 750.0 $19K 0.00% +400.0 +114.3% $24.69 +13.4%
129 OSPN ONESPAN INC COM Technology 1,750.0 $18K 0.00% +950.0 +118.8% $10.53 +18.6%
130 SSTK SHUTTERSTOCK INC COM USD0.01 Communication Services 1,100.0 $18K 0.00% +600.0 +120.0% $16.61 -6.9%
131 TZOO TRAVELZOO COM NEW Communication Services 2,950.0 $17K 0.00% +2K +145.8% $5.92 +57.6%
132 PCOR PROCORE TECHNOLOGIES INC COM Technology 300.0 $17K 0.00% +200.0 +200.0% $57.00 -16.9%
133 PLTK PLAYTIKA HLDG CORP COM Technology 6,100.0 $17K 0.00% +4K +144.0% $2.78 +26.6%
134 ANGLOGOLD ASHANTI PLC ORD USD1 173.0 $17K 0.00% +168.0 +3360.0% $97.36
135 TOST TOAST INC CL A Technology 635.0 $17K 0.00% +294.0 +86.2% $26.51 -12.4%
136 HRB H & R BLOCK INC Consumer Cyclical 525.0 $17K 0.00% +300.0 +133.3% $31.74 +22.3%
137 NRG NRG ENERGY INC Utilities 97.0 $14K 0.00% +84.0 +646.1% $146.14 -15.4%
138 DOCU DOCUSIGN INC COM Technology 200.0 $9K 0.00% +198.0 +9900.0% $47.41 +4.2%
139 MTD METTLER-TOLEDO INTERNATIONAL INC COM USD0.01 Healthcare 7.0 $9K 0.00% +6.0 +600.0% $1261.14 -16.7%
140 SM SM ENERGY CO Energy 174.0 $5K 0.00% +169.0 +3380.0% $31.18 +10.1%
Page 7 of 8  ·  141 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 29.1%
Financial Services 18.9%
Industrials 14.2%
Healthcare 10.2%
Communication Services 7.1%
Consumer Defensive 6.2%
Consumer Cyclical 5.6%
Energy 5.5%
Basic Materials 1.6%
Utilities 1.2%