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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 38 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 MKL MARKEL GROUP INC COM NPV Financial Services 3.0 $6K 0.00% NEW $2149.67 -14.7%
742 UBS UBS GROUP AG Financial Services 136.0 $6K 0.00% NEW $46.31 +0.8%
743 SHEN SHENANDOAH TELECOMMUNICATIONS CO Communication Services 544.0 $6K 0.00% NEW $11.56 +38.3%
744 HE HAWAIIAN ELECTRIC INDUSTRIES INC Utilities 500.0 $6K 0.00% NEW $12.30 +9.6%
745 RWX FIRST DJ INTERNATIONAL R E 219.0 $6K 0.00% NEW $27.94 -1.6%
746 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 460.0 $6K 0.00% NEW $13.28 -23.2%
747 ACM AECOM Industrials 64.0 $6K 0.00% NEW $95.33 -26.7%
748 ACCO ACCO BRANDS CORP Industrials 1,598.0 $6K 0.00% NEW $3.73 -0.9%
749 CLS CELESTICA INC COM NPV ISIN #CA15101Q2071 SEDOL #BSCB6L9 Technology 20.0 $6K 0.00% NEW $295.60 +17.0%
750 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 295.0 $6K 0.00% NEW $20.00 +39.9%
751 AMID EA SERIES TRUST ARGENT MID CAP 170.0 $6K 0.00% NEW $33.53 +2.1%
752 ON ON SEMICONDUCTOR CORP COM USD0.01 Technology 101.0 $5K 0.00% NEW $54.15 +100.6%
753 MHK MOHAWK INDUSTRIES COM USD0.01 Consumer Cyclical 50.0 $5K 0.00% NEW $109.30 -10.1%
754 VNO VORNADO REALTY TRUST COM SHS OF BEN INT USD0.04 Real Estate 164.0 $5K 0.00% NEW $33.28 -6.4%
755 RAMACO RES INC COM CL A 300.0 $5K 0.00% NEW $18.00
756 BAX BAXTER INTERNATIONAL INC COM USD1.00 Healthcare 282.0 $5K 0.00% NEW $19.11 -2.5%
757 VTWO VANGUARD RUSSELL 2000 ETF 54.0 $5K 0.00% NEW $99.52 +12.8%
758 BMRN BIOMARIN PHARMACEUTICAL COM USD0.001 Healthcare 87.0 $5K 0.00% NEW $59.43 -11.2%
759 INTZ INTRUSION INC COM Technology 4,482.0 $5K 0.00% NEW $1.15 -34.0%
760 APA APA CORPORATION COM Energy 210.0 $5K 0.00% NEW $24.46 +62.1%
Page 38 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%