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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 3 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 AGI ALAMOS GOLD INC COM NPV CL A ISIN #CA0115321089 SEDOL #BZ3DNP6 Basic Materials 20 $772.0 SOLD
42 ALB ALBEMARLE CORP COM USD0.01 Basic Materials 5 $707.0 SOLD
43 PSTG PURE STORAGE INC CL A Technology 10 $670.0 SOLD
44 VST VISTRA CORP COM Utilities 4 $645.0 SOLD
45 HL HECLA MINING CO Basic Materials 33 $633.0 SOLD
46 CW CURTISS-WRIGHT CORP Industrials 1 $551.0 SOLD
47 TPR TAPESTRY INC COM Consumer Cyclical 4 $511.0 SOLD
48 TDY TELEDYNE TECHNOLOGIES INC Technology 1 $511.0 SOLD
49 CRH ORD EUR 0.32 (DI) 4 $499.0 SOLD
50 DLTR DOLLAR TREE INC Consumer Defensive 4 $492.0 SOLD
51 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 59 $458.0 SOLD
52 DASH DOORDASH INC CL A Communication Services 2 $453.0 SOLD
53 WAB WABTEC COM Industrials 2 $427.0 SOLD
54 GL GLOBE LIFE INC COM Financial Services 3 $420.0 SOLD
55 AEIS ADVANCED ENERGY INDUSTRIES INC Industrials 2 $419.0 SOLD
56 FNB F N B CORP COM Financial Services 24 $410.0 SOLD
57 NTRS NORTHERN TRUST CORP COM USD1.666 Financial Services 3 $410.0 SOLD
58 SPXC SPX TECHNOLOGIES INC COM Industrials 2 $400.0 SOLD
59 JBHT HUNT J.B. TRANSPORT SERVICES INC COM USD0.01 Industrials 2 $389.0 SOLD
60 FIVE FIVE BELOW INC Consumer Cyclical 2 $377.0 SOLD
Page 3 of 12  ·  239 positions
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%