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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 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WEC WEC ENERGY GROUP INC Utilities 1,826.0 $213K 0.01% +29.0 +1.6% $116.77 -7.9%
82 NOW SERVICENOW INC Technology 2,116.0 $210K 0.01% +89.0 +4.4% $99.28 +25.9%
83 CENCORA INC 741.0 $210K 0.01% +10.0 +1.4% $282.98
84 PSX PHILLIPS 66 Energy 1,238.0 $209K 0.01% +17.0 +1.4% $169.05 +44.0%
85 OWL BLUE OWL CAPITAL INC Financial Services 14,459.0 $127K 0.00% +312.0 +2.2% $8.75 +35.7%
Page 5 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%