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Portfolio (Quarterly) Guide ↗

Private Wealth Asset Management, LLC

· CIK 0001883006
13F Portfolio $919M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1102 New
Page 27 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 NKE NIKE INC CLASS B COM NPV Consumer Cyclical 383.0 $24K 0.00% NEW $63.71 -30.3%
522 WAT WATERS CORP Healthcare 64.0 $24K 0.00% NEW $379.83 -10.1%
523 MET METLIFE INC COM USD0.01 Financial Services 306.0 $24K 0.00% NEW $78.94 +6.8%
524 REGN REGENERON PHARMACEUTICALS INC Healthcare 31.0 $24K 0.00% NEW $771.87 -15.8%
525 JKHY HENRY JACK &ASSOCIATES INC COM USD0.01 Technology 131.0 $24K 0.00% NEW $182.48 -23.5%
526 SYF SYNCHRONY FINANCIAL COM Financial Services 286.0 $24K 0.00% NEW $83.43 -13.6%
527 LNN LINDSAY CORP Industrials 200.0 $24K 0.00% NEW $117.87 -7.4%
528 FSLR FIRST SOLAR INC Energy 90.0 $24K 0.00% NEW $261.23 -4.7%
529 AIG AMERICAN INTERNATIONAL GROUP INC Financial Services 273.0 $23K 0.00% NEW $85.55 -8.1%
530 VTR VENTAS INC Real Estate 301.0 $23K 0.00% NEW $77.38 +14.5%
531 RDDT REDDIT INC CL A Communication Services 100.0 $23K 0.00% NEW $229.87 -36.2%
532 DBEU DBX ETF TR XTRACK MSCI EURP 477.0 $23K 0.00% NEW $48.00 +8.3%
533 TRGP TARGA RESOURCES CORP Energy 124.0 $23K 0.00% NEW $184.50 +46.7%
534 NUE NUCOR CORP COM USD0.40 Basic Materials 140.0 $23K 0.00% NEW $163.11 +38.8%
535 AUTHID INC COM 26,052.0 $23K 0.00% NEW $0.87
536 IBOTTA INC CLASS A COM SHS 1,000.0 $23K 0.00% NEW $22.73
537 NVO NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 Healthcare 444.0 $23K 0.00% NEW $50.88 -12.8%
538 CGGR CAPITAL GROUP GROWTH ETF 500.0 $22K 0.00% NEW $44.47 +3.6%
539 VVV VALVOLINE INC COM Energy 765.0 $22K 0.00% NEW $29.06 +14.5%
540 EW EDWARDS LIFESCIENCES CORP Healthcare 252.0 $21K 0.00% NEW $85.25 -2.4%
Page 27 of 56  ·  1,102 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 32.8%
Financial Services 19.1%
Industrials 12.3%
Healthcare 10.0%
Communication Services 7.4%
Consumer Cyclical 6.1%
Consumer Defensive 5.6%
Energy 3.6%
Basic Materials 1.4%
Utilities 1.1%