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Portfolio (Quarterly) Guide ↗

BlackDiamond Wealth Management, LLC

· CIK 0001903059
13F Portfolio $249M AUM 226 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 39 New 107 Added 67 Reduced 16 Exited
Page 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ETN EATON CORP PLC Industrials 620.0 $276K 0.11% +16.0 +2.6% $444.96 -7.7%
102 ISRG INTUITIVE SURGICAL INC Healthcare 699.0 $275K 0.11% +152.0 +27.8% $393.38 -6.8%
103 MEAR ISHARES U S ETF TR 5,333.0 $268K 0.11% +293.0 +5.8% $50.18 -0.2%
104 LIN LINDE PLC Basic Materials 515.0 $254K 0.10% +81.0 +18.7% $492.46 -3.0%
105 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,852.0 $250K 0.10% +68.0 +1.8% $64.84 +3.1%
106 XYL XYLEM INC Industrials 2,018.0 $245K 0.10% +169.0 +9.1% $121.19 -12.8%
107 NEE NEXTERA ENERGY INC Utilities 2,753.0 $233K 0.09% +445.0 +19.3% $84.70 -1.5%
Page 6 of 6  ·  107 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 41.8%
Financial Services 17.4%
Communication Services 9.2%
Consumer Cyclical 8.6%
Healthcare 7.9%
Industrials 5.8%
Consumer Defensive 5.3%
Energy 2.5%
Utilities 0.7%
Basic Materials 0.5%