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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 7 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RRX REGAL REXNORD CORPORATION Industrials 2,796.0 $666K 0.02% +15.0 +0.5% $238.20 -30.6%
122 NTRS NORTHERN TR CORP Financial Services 3,771.0 $656K 0.02% $173.84 +7.7%
123 APOS APOLLO GLOBAL MGMT INC 5,536.0 $655K 0.02% -2K -27.0% $118.30
124 IWO ISHARES TR 1,658.0 $653K 0.02% $393.96 -2.2%
125 EPD ENTERPRISE PRODS PARTNERS L 17,538.0 $645K 0.02% +165.0 +0.9% $36.76
126 QCOM QUALCOMM INC Technology 3,465.0 $640K 0.02% -235.0 -6.3% $184.79 -12.0%
127 IRM IRON MTN INC DEL Real Estate 4,953.0 $626K 0.02% $126.31 -4.0%
128 ACN ACCENTURE PLC IRELAND Technology 5,016.0 $624K 0.02% -1K -19.2% $124.44 +46.1%
129 PGR PROGRESSIVE CORP Financial Services 2,805.0 $613K 0.01% +14.0 +0.5% $218.45 +1.7%
130 MET METLIFE INC Financial Services 7,151.0 $605K 0.01% $84.61 +13.8%
131 SPACE EXPLORATION TECHN CORP 3,505.0 $599K 0.01% NEW $170.86
132 AAL AMERICAN AIRLINES GROUP INC Industrials 30,284.0 $547K 0.01% +169.0 +0.6% $18.07 -22.7%
133 SBUX STARBUCKS CORP Consumer Cyclical 5,260.0 $538K 0.01% +249.0 +5.0% $102.19 +5.4%
134 RTX RTX CORPORATION Industrials 2,720.0 $516K 0.01% -465.0 -14.6% $189.73 +11.2%
135 LNT ALLIANT ENERGY CORP Utilities 6,672.0 $509K 0.01% $76.29 -9.6%
136 EWJ ISHARES INC 5,315.0 $496K 0.01% $93.28 +2.2%
137 SDY SPDR SERIES TRUST 3,252.0 $495K 0.01% $152.17 +4.2%
138 AIVL WISDOMTREE TR 3,727.0 $489K 0.01% $131.13 +3.1%
139 EEM ISHARES TR 7,028.0 $481K 0.01% NEW $68.41 -1.7%
140 ECL ECOLAB INC Basic Materials 1,715.0 $478K 0.01% -61.0 -3.4% $278.61 +4.3%
Page 7 of 12  ·  235 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%