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Portfolio (Quarterly) Guide ↗

Performance Wealth Partners, LLC

· CIK 0001908765
13F Portfolio $4.0B AUM 235 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 85 Added 48 Reduced 14 Exited
Page 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MSI MOTOROLA SOLUTIONS INC Technology 955.0 $397K 0.01% +11.0 +1.2% $415.29 +17.9%
62 ALB ALBEMARLE CORP Basic Materials 2,877.0 $388K 0.01% +1K +53.3% $135.03 -0.6%
63 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,729.0 $387K 0.01% +10.0 +0.6% $223.95 +26.0%
64 IWM ISHARES TR 1,245.0 $374K 0.01% +220.0 +21.5% $300.34 -0.6%
65 AXP AMERICAN EXPRESS CO Financial Services 1,093.0 $370K 0.01% +18.0 +1.7% $338.34 -0.8%
66 SHOP SHOPIFY INC Technology 3,221.0 $368K 0.01% +324.0 +11.2% $114.18 +32.6%
67 TJX TJX COS INC NEW Consumer Cyclical 2,413.0 $366K 0.01% +23.0 +1.0% $151.50 -9.4%
68 XLY SELECT SECTOR SPDR TR 3,018.0 $354K 0.01% +76.0 +2.6% $117.28 -0.3%
69 PWR QUANTA SVCS INC Industrials 475.0 $342K 0.01% +4.0 +0.8% $720.04 -14.6%
70 VOOG VANGUARD ADMIRAL FDS INC 4,116.0 $340K 0.01% +3K +500.0% $82.62 +0.7%
71 VO VANGUARD INDEX FDS 4,109.0 $331K 0.01% +3K +302.1% $80.57 +3.1%
72 WTFC WINTRUST FINL CORP Financial Services 2,039.0 $328K 0.01% +39.0 +1.9% $160.72 -4.4%
73 COP CONOCOPHILLIPS Energy 3,129.0 $325K 0.01% +73.0 +2.4% $103.96 +27.0%
74 IUSG ISHARES TR 1,389.0 $261K 0.01% +34.0 +2.5% $188.09 +0.6%
75 TMUS T-MOBILE US INC Communication Services 1,556.0 $261K 0.01% +24.0 +1.6% $167.69 +7.7%
76 HDV ISHARES TR 9,402.0 $258K 0.01% +7K +367.1% $27.41 +8.8%
77 GLD SPDR GOLD TR Financial Services 697.0 $257K 0.01% +88.0 +14.4% $368.38 +14.4%
78 RSG REPUBLIC SVCS INC Industrials 1,185.0 $252K 0.01% +14.0 +1.2% $213.08 +4.1%
79 COKE COCA COLA CONS INC Consumer Defensive 1,258.0 $240K 0.01% +8.0 +0.6% $190.92 +2.2%
80 JCI JOHNSON CONTROLS INTERNATION Industrials 1,584.0 $231K 0.01% +15.0 +1.0% $146.11 -1.2%
Page 4 of 5  ·  85 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 66.0%
Financial Services 10.8%
Consumer Cyclical 10.0%
Utilities 5.8%
Consumer Defensive 3.5%
Industrials 1.4%
Healthcare 1.1%
Communication Services 0.9%
Energy 0.3%
Basic Materials 0.2%