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Portfolio (Quarterly) Guide ↗

UDINE WEALTH MANAGEMENT, INC.

· CIK 0001907240
13F Portfolio $243M AUM 40 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 23 Added 6 Reduced 5 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOG ALPHABET INC 69,781.0 $24.9M 10.27% +880.0 +1.3% $357.37
2 AAPL APPLE INC Technology 77,306.0 $22.4M 9.21% +1K +1.7% $289.36 +10.6%
3 MSFT MICROSOFT CORP Technology 49,241.0 $18.4M 7.56% +2K +4.4% $373.02 +34.0%
4 BAC BANK OF AMER CORP Financial Services 232,035.0 $13.2M 5.44% +4K +1.6% $56.98 +10.0%
5 JPM JPMORGAN CHASE & CO Financial Services 33,307.0 $10.9M 4.49% +484.0 +1.5% $327.33 +9.6%
6 BERKSHIRE HATHAWAY INC DEL 20,465.0 $10.2M 4.22% +700.0 +3.5% $500.39
7 AMZN AMAZON COM INC Consumer Cyclical 27,868.0 $6.6M 2.73% +2K +7.9% $238.34 +8.5%
8 TSLA TESLA INC Consumer Cyclical 11,667.0 $4.9M 2.02% +123.0 +1.1% $420.60 -15.8%
9 HOOD ROBINHOOD MKTS INC Financial Services 39,320.0 $3.9M 1.62% +1K +2.9% $100.28 +21.8%
10 XOM EXXON MOBIL CORP Energy 26,323.0 $3.6M 1.48% +472.0 +1.8% $136.72 +16.6%
11 UPS UNITED PARCEL SVCS INC Industrials 31,207.0 $3.4M 1.38% +378.0 +1.2% $107.50 -4.8%
12 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 185,538.0 $3.2M 1.32% +28K +18.1% $17.35 -9.3%
13 IWM ISHARES TR 10,309.0 $3.1M 1.27% +193.0 +1.9% $300.45 -1.5%
14 NU NU HLDGS LTD Financial Services 228,254.0 $3.0M 1.25% +6K +2.7% $13.36 +15.0%
15 APOS APOLLO GLOBAL MGMT INC 25,400.0 $3.0M 1.24% +546.0 +2.2% $118.31
16 RH RH Consumer Cyclical 17,974.0 $3.0M 1.22% +4K +25.7% $164.73 -10.2%
17 RKT ROCKET COS INC Financial Services 187,576.0 $3.0M 1.22% +9K +4.9% $15.75 -10.7%
18 BA BOEING CO Industrials 13,048.0 $2.8M 1.16% +595.0 +4.8% $216.47 -1.9%
19 PLTR PALANTIR TECHNOLOGIES INC Technology 22,892.0 $2.7M 1.10% +265.0 +1.2% $116.67 +49.4%
20 IBIT ISHARES BITCOIN TRUST ETF Financial Services 77,614.0 $2.6M 1.06% +6K +8.6% $33.29 +35.9%
Page 1 of 2  ·  23 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 38.1%
Financial Services 26.6%
Consumer Cyclical 13.0%
Industrials 11.8%
Healthcare 6.2%
Energy 2.3%
Communication Services 1.9%