BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener Research
Sign in Register
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 50 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 HR HEALTHCARE RLTY TR CL A COM Real Estate 13.0 $220.0 NEW $16.92 +20.5%
982 SBCF SEACOAST BANKING CORPORATION OF FLORIDA Financial Services 7.0 $220.0 NEW $31.43 -3.9%
983 UDR UDR INC Real Estate 6.0 $220.0 NEW $36.67 +2.2%
984 GEN GEN DIGITAL INC COM Technology 8.0 $218.0 NEW $27.25 -10.7%
985 UHS UNIVERSAL HEALTH SERVICES INC Healthcare 1.0 $218.0 NEW $218.00 -22.4%
986 EFX EQUIFAX INC COM USD1.25 Industrials 1.0 $217.0 NEW $217.00 -24.3%
987 FSS FEDERAL SIGNAL CORP Industrials 2.0 $217.0 NEW $108.50 +3.9%
988 EIG EMPLOYERS HLDGS INC COM Financial Services 5.0 $216.0 NEW $43.20 +0.3%
989 TW TRADEWEB MKTS INC CL A Financial Services 2.0 $215.0 NEW $107.50 +4.6%
990 CPNG COUPANG INC CL A Consumer Cyclical 9.0 $212.0 NEW $23.56 -33.3%
991 CHTR CHARTER COMMUNICATIONS INC NEW CL A Communication Services 1.0 $209.0 NEW $209.00 -31.8%
992 CORT CORCEPT THERAPEUTICS INC Healthcare 6.0 $209.0 NEW $34.83 +58.2%
993 EL ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A Consumer Defensive 2.0 $209.0 NEW $104.50 -23.4%
994 LULU LULULEMON ATHLETICA INC COM USD0.005 Consumer Cyclical 1.0 $208.0 NEW $208.00 -42.2%
995 DAYFORCE INC COM 3.0 $207.0 NEW $69.00
996 EPAM EPAM SYS INC COM USD0.001 Technology 1.0 $205.0 NEW $205.00 -51.0%
997 IUSV ISHARES CORE S&P US VALUE ETF 2.0 $205.0 NEW $102.50 +5.9%
998 OFG OFG BANCORP COM USD1 Financial Services 5.0 $205.0 NEW $41.00 +9.0%
999 TROW PRICE T ROWE GROUPS COM USD0.20 Financial Services 2.0 $205.0 NEW $102.50 -0.1%
1000 TRC TEJON RANCH CO Industrials 13.0 $205.0 NEW $15.77 +22.6%
Page 50 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%