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Portfolio (Quarterly) Guide ↗

Morton Brown Family Wealth, LLC

· CIK 0001909851
13F Portfolio $441M AUM 416 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 135 New 97 Added 34 Reduced 11 Exited
Page 8 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 891.0 $32K 0.01% $36.26 +2.3%
142 GDX VANECK GOLD MINERS ETF 424.0 $32K 0.01% $75.45 +35.7%
143 SO SOUTHERN CO COM Utilities 314.0 $30K 0.01% $95.71 -6.2%
144 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 250.0 $29K 0.01% +25.0 +11.1% $116.67 +52.1%
145 KO COCA COLA CO COM Consumer Defensive 357.0 $29K 0.01% +272.0 +320.0% $81.27 +10.8%
146 TPR TAPESTRY INC COM Consumer Cyclical 184.0 $27K 0.01% +1.0 +0.6% $146.23 -10.9%
147 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 268.0 $26K 0.01% $98.20 +7.5%
148 PG PROCTER & GAMBLE CO COM Consumer Defensive 178.0 $26K 0.01% +14.0 +8.5% $146.64 -1.1%
149 DE DEERE & CO COM Industrials 41.0 $26K 0.01% +4.0 +10.8% $634.34 +0.0%
150 PFE PFIZER INC COM Healthcare 1,079.0 $26K 0.01% -77.0 -6.7% $24.08 +17.5%
151 KEY KEYCORP COM Financial Services 1,116.0 $26K 0.01% $23.05 -4.2%
152 CMI CUMMINS INC COM Industrials 34.0 $25K 0.01% $721.79 -19.9%
153 VPU VANGUARD UTILITIES ETF 125.0 $24K 0.01% +1.0 +0.8% $195.59 -3.9%
154 QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF 150.0 $24K 0.01% $159.60 +2.8%
155 MS MORGAN STANLEY COM NEW Financial Services 111.0 $23K 0.01% +13.0 +13.3% $209.04 +2.4%
156 CVX CHEVRON CORPORATION COM Energy 131.0 $22K 0.01% +13.0 +11.0% $165.76 +20.8%
157 UGI UGI CORP NEW COM Utilities 627.0 $22K 0.01% $34.56 +11.2%
158 DELL DELL TECHNOLOGIES INC CL C Technology 50.0 $22K 0.01% $431.46 +7.5%
159 USB US BANCORP COM NEW Financial Services 344.0 $21K 0.01% +3.0 +0.9% $60.36 +4.0%
160 GDXJ VANECK JUNIOR GOLD MINERS ETF 202.0 $20K 0.00% $98.25 +35.2%
Page 8 of 21  ·  416 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 59.7%
Technology 22.5%
Industrials 3.6%
Consumer Cyclical 3.0%
Basic Materials 2.8%
Healthcare 2.3%
Communication Services 2.0%
Consumer Defensive 2.0%
Utilities 1.2%
Energy 0.9%