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Portfolio (Quarterly) Guide ↗

Atlantic Private Wealth, LLC

· CIK 0001893143
13F Portfolio $163M AUM 301 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 301 New
Page 11 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WDC Western Digital Technology 5.0 $3K 0.00% NEW $638.80 -28.1%
202 ABBV Abbvie Inc Com Healthcare 12.0 $3K 0.00% NEW $251.67 +1.5%
203 MRK Merck &co. Inc Com Healthcare 20.0 $3K 0.00% NEW $128.50 +15.4%
204 MORN Morningstar Inc Financial Services 16.0 $2K 0.00% NEW $156.00 +39.5%
205 iShares iBonds Dec 2026 Term Treasury ETF 109.0 $2K 0.00% NEW $22.79
206 TER Teradyne Inc Com Technology 5.0 $2K 0.00% NEW $484.20 -26.7%
207 UWMC Uwm Holdings Financial Services 1,000.0 $2K 0.00% NEW $2.29 -34.9%
208 MKSI MKS Instrs Inc Com Technology 5.0 $2K 0.00% NEW $445.40 -42.6%
209 SNAP Snap Inc CL A Communication Services 482.0 $2K 0.00% NEW $4.44 +22.3%
210 EPAC Enerpac Tool Group Industrials 58.0 $2K 0.00% NEW $35.86 +4.9%
211 ONTO Onto Innovation Inc Technology 5.0 $2K 0.00% NEW $378.40 -28.4%
212 CSCO Cisco Systems Technology 15.0 $2K 0.00% NEW $117.47 -6.4%
213 ETN Eaton Corp PLC Com Industrials 4.0 $2K 0.00% NEW $426.00 -5.5%
214 VRT Vertiv Holdings Co Industrials 5.0 $2K 0.00% NEW $335.00 -23.3%
215 IJH iShares S&P Midcap (400 Index Fund) 21.0 $2K 0.00% NEW $78.38 -3.3%
216 WOLF Wolfspeed Inc Common Technology 33.0 $2K 0.00% NEW $48.24 -46.4%
217 SYF Synchrony Financial Financial Services 20.0 $2K 0.00% NEW $76.05 +2.6%
218 GE General Electric Co Industrials 4.0 $1K 0.00% NEW $373.75 -8.3%
219 MRVL Marvell Technology Technology 5.0 $1K 0.00% NEW $297.80 -27.3%
220 JCI Johnson Controls Industrials 10.0 $1K 0.00% NEW $146.10 -4.5%
Page 11 of 16  ·  301 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
Financial Services 87.5%
Technology 5.8%
Healthcare 2.9%
Industrials 1.3%
Consumer Cyclical 0.7%
Utilities 0.6%
Consumer Defensive 0.4%
Communication Services 0.3%
Energy 0.3%
Basic Materials 0.1%