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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 38 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CCOR LISTED FDS TR CORE ALT FD 289.0 $8K 0.00% $26.08 -2.0%
742 HE HAWAIIAN ELECTRIC INDUSTRIES INC Utilities 500.0 $7K 0.00% $14.84 -8.9%
743 CNP CENTERPOINT ENERGY INC COM STK USD0.01 Utilities 170.0 $7K 0.00% -80.0 -32.0% $43.16 -1.5%
744 TEX TEREX CORP Industrials 123.0 $7K 0.00% $59.10 -6.3%
745 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 301.0 $7K 0.00% -12.0 -3.8% $23.81 +37.0%
746 WCN WASTE CONNECTIONS INC Industrials 44.0 $7K 0.00% NEW $162.43 -3.1%
747 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 60.0 $7K 0.00% $118.45 +7.8%
748 ESTA ESTABLISHMENT LABS HLDGS INC COM NPV Healthcare 125.0 $7K 0.00% $56.78 +15.4%
749 AWK AMERICAN WATER WORKS COMPANY INC COM USD0.01 Utilities 52.0 $7K 0.00% -2.0 -3.7% $136.10 -10.1%
750 UNILEVER PLC SPONSORED ADS EACH 1 ORD (REV SPT) 120.0 $7K 0.00% $56.97
751 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 295.0 $7K 0.00% $23.08 +12.9%
752 VMI VALMONT INDUSTRIES INC Industrials 17.0 $7K 0.00% $399.59 +22.9%
753 PRI PRIMERICA INC COM USD0.01 Financial Services 27.0 $7K 0.00% NEW $250.48 +11.1%
754 OMAH TIDAL TRUST III VISTASHARES TRGT 374.0 $7K 0.00% $18.02 +5.6%
755 ROL ROLLINS INC Consumer Cyclical 124.0 $7K 0.00% NEW $53.41 +0.6%
756 DPZ DOMINO S PIZZA INC Consumer Cyclical 18.0 $6K 0.00% NEW $358.78 -12.8%
757 CRGY CRESCENT ENERGY COMPANY CL A COM Energy 476.0 $6K 0.00% $13.50 +1.6%
758 CSGP COSTAR GROUP INC Real Estate 159.0 $6K 0.00% -2.0 -1.2% $40.34 -16.2%
759 ETSY INC COM 128.0 $6K 0.00% $49.98
760 LENNAR CORP COM USD0.10 CLASS B 76.0 $6K 0.00% $84.12
Page 38 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%