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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 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 HOLOGIC INC 3 $223.0 SOLD
122 OOMA OOMA INC COM Communication Services 19 $223.0 SOLD
123 DBX DROPBOX, INC. CLASS A COMMON STOCK Technology 8 $222.0 SOLD
124 EXPAND ENERGY CORPORATION COMMON STOCK 2 $221.0 SOLD
125 CTO CTO RLTY GROWTH INC NEW COM Real Estate 12 $221.0 SOLD
126 HR HEALTHCARE RLTY TR CL A COM Real Estate 13 $220.0 SOLD
127 SBCF SEACOAST BANKING CORPORATION OF FLORIDA Financial Services 7 $220.0 SOLD
128 UDR UDR INC Real Estate 6 $220.0 SOLD
129 GEN GEN DIGITAL INC COM Technology 8 $218.0 SOLD
130 UHS UNIVERSAL HEALTH SERVICES INC Healthcare 1 $218.0 SOLD
131 EFX EQUIFAX INC COM USD1.25 Industrials 1 $217.0 SOLD
132 FSS FEDERAL SIGNAL CORP Industrials 2 $217.0 SOLD
133 EIG EMPLOYERS HLDGS INC COM Financial Services 5 $216.0 SOLD
134 TW TRADEWEB MKTS INC CL A Financial Services 2 $215.0 SOLD
135 CPNG COUPANG INC CL A Consumer Cyclical 9 $212.0 SOLD
136 CHTR CHARTER COMMUNICATIONS INC NEW CL A Communication Services 1 $209.0 SOLD
137 CORT CORCEPT THERAPEUTICS INC Healthcare 6 $209.0 SOLD
138 EL ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A Consumer Defensive 2 $209.0 SOLD
139 LULU LULULEMON ATHLETICA INC COM USD0.005 Consumer Cyclical 1 $208.0 SOLD
140 DAYFORCE INC COM 3 $207.0 SOLD
Page 7 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%