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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 36 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 RSG REPUBLIC SERVICES INC Industrials 45.0 $10K 0.00% -2.0 -4.3% $219.02 -3.1%
702 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 201.0 $10K 0.00% $48.78 -7.9%
703 SNDR SCHNEIDER NATIONAL INC CL B Industrials 370.0 $10K 0.00% $26.36 +23.8%
704 QRVO QORVO INC Technology 126.0 $10K 0.00% $77.40 +23.4%
705 XPOF XPONENTIAL FITNESS INC COM CL A Consumer Cyclical 1,600.0 $10K 0.00% $6.02 -10.0%
706 NXG NXG NEXTGEN INFRASTR INCM FD COM Financial Services 175.0 $10K 0.00% $54.93 +3.6%
707 VSH VISHAY INTERTECHNOLOGY INC COM USD0.10 Technology 533.0 $10K 0.00% $18.00 +110.6%
708 COLL COLLEGIUM PHARMACEUTICAL INC COM Healthcare 289.0 $10K 0.00% NEW $33.07 +3.4%
709 KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A Industrials 165.0 $10K 0.00% -3.0 -1.8% $57.58 +21.2%
710 DOCU DOCUSIGN INC COM Technology 200.0 $9K 0.00% +198.0 +9900.0% $47.41 +1.4%
711 CRCT CRICUT INC COM CL A Technology 2,500.0 $9K 0.00% NEW $3.74 +5.9%
712 MAX MEDIAALPHA INC CL A Communication Services 1,000.0 $9K 0.00% NEW $9.30 -10.6%
713 EVER EVERQUOTE INC COM CL A Communication Services 600.0 $9K 0.00% NEW $15.42 +17.9%
714 BMBL BUMBLE INC COM CL A Technology 2,800.0 $9K 0.00% $3.26 -6.6%
715 SIGA SIGA TECHNOLOGIES INC COM Healthcare 1,700.0 $9K 0.00% $5.35 -17.5%
716 PRU PRUDENTIAL FINANCIAL INC Financial Services 92.0 $9K 0.00% $97.68 +2.9%
717 GLPI GAMING & LEISURE P COM USD0.01 Real Estate 201.0 $9K 0.00% $44.37 +6.8%
718 APA APA CORPORATION COM Energy 210.0 $9K 0.00% $42.44 -2.4%
719 STZ CONSTELLATION BRANDS INC COM USD0.01 CLASS A Consumer Defensive 59.0 $9K 0.00% $150.00 -2.6%
720 MTD METTLER-TOLEDO INTERNATIONAL INC COM USD0.01 Healthcare 7.0 $9K 0.00% +6.0 +600.0% $1261.14 -17.7%
Page 36 of 47  ·  923 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%