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Portfolio (Quarterly) Guide ↗

Morton Brown Family Wealth, LLC

· CIK 0001909851
13F Portfolio $378M AUM 292 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 47 Added 23 Reduced 13 Exited
Page 7 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GE GE AEROSPACE COM NEW Industrials 171.0 $49K 0.01% $283.77 +26.0%
122 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 358.0 $47K 0.01% $131.01 -6.4%
123 GS GOLDMAN SACHS GROUP INC COM Financial Services 54.0 $45K 0.01% +1.0 +1.9% $841.78 +30.3%
124 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 764.0 $44K 0.01% $57.64 +4.3%
125 IMCB ISHARES MORNINGSTAR MID-CAP ETF 488.0 $41K 0.01% $83.35 +14.2%
126 OLED UNIVERSAL DISPLAY CORP COM Technology 434.0 $40K 0.01% $91.66 -3.0%
127 EMR EMERSON ELEC CO COM Industrials 300.0 $39K 0.01% $131.02 +15.0%
128 GDX VANECK GOLD MINERS ETF 424.0 $39K 0.01% $91.77 -10.1%
129 TLN TALEN ENERGY CORP COM Utilities 120.0 $38K 0.01% $319.23 +36.7%
130 GEV GE VERNOVA INC COM Utilities 42.0 $37K 0.01% $872.90 +27.1%
131 OMC OMNICOM GROUP INC COM Communication Services 459.0 $35K 0.01% $75.31 -5.3%
132 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 225.0 $33K 0.01% +50.0 +28.6% $146.28 -12.2%
133 PFE PFIZER INC COM Healthcare 1,156.0 $32K 0.01% +106.0 +10.1% $28.09 -10.3%
134 SO SOUTHERN CO COM Utilities 314.0 $30K 0.01% $96.52 -3.6%
135 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 891.0 $29K 0.01% $32.95 +11.9%
136 CECO CECO ENVIRONMENTAL CORP COM Industrials 481.0 $29K 0.01% NEW $59.58 +65.2%
137 WWD WOODWARD INC COM Industrials 80.0 $29K 0.01% $357.93 +20.2%
138 VGT VANGUARD INFORMATION TECHNOLOGY ETF 40.0 $28K 0.01% $697.73 -82.8%
139 MU MICRON TECHNOLOGY INC COM Technology 81.0 $27K 0.01% $337.84 +235.7%
140 IWD ISHARES RUSSELL 1000 VALUE ETF 127.0 $27K 0.01% $213.67 +13.3%
Page 7 of 15  ·  292 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
Financial Services 58.4%
Technology 22.1%
Industrials 3.9%
Consumer Cyclical 3.5%
Basic Materials 3.1%
Healthcare 2.3%
Energy 2.1%
Communication Services 2.0%
Consumer Defensive 1.3%
Utilities 1.2%