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Portfolio (Quarterly) Guide ↗

Chemistry Wealth Management LLC

· CIK 0001910183
13F Portfolio $625M AUM 210 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 70 Added 48 Reduced 9 Exited
Page 10 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XLB SELECT SECTOR SPDR TR 5,369.0 $273K 0.04% -193.0 -3.5% $50.83 +5.3%
182 FANG DIAMONDBACK ENERGY INC Energy 1,548.0 $272K 0.04% -134.0 -8.0% $175.78 +19.9%
183 IJH ISHARES TR 3,520.0 $271K 0.04% $77.11 -0.4%
184 BNO UNITED STS BRENT OIL FD LP Financial Services 6,305.0 $257K 0.04% NEW $40.69 +32.2%
185 DVY ISHARES TR 1,640.0 $256K 0.04% $156.30 +5.0%
186 IEI ISHARES TR 2,182.0 $256K 0.04% -141.0 -6.1% $117.45 -0.9%
187 NEE NEXTERA ENERGY INC Utilities 2,914.0 $256K 0.04% -214.0 -6.8% $87.77 -4.7%
188 AOA ISHARES TR 2,579.0 $252K 0.04% +60.0 +2.4% $97.60 +1.4%
189 UNP UNION PAC CORP Industrials 919.0 $250K 0.04% $272.00 +13.3%
190 TJX TJX COS INC NEW Consumer Cyclical 1,624.0 $246K 0.04% $151.50 -7.3%
191 ED CONSOLIDATED EDISON INC Utilities 2,210.0 $245K 0.04% $110.65 -3.9%
192 ADI ANALOG DEVICES INC Technology 603.0 $239K 0.04% NEW $397.17 -6.1%
193 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,347.0 $233K 0.04% NEW $99.29 -7.7%
194 EPD ENTERPRISE PRODS PARTNERS L 6,257.0 $230K 0.04% $36.76
195 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,810.0 $228K 0.04% $81.16 -10.5%
196 PHO INVESCO EXCHANGE TRADED FD T 3,261.0 $225K 0.04% $69.08 +4.5%
197 PEP PEPSICO INC Consumer Defensive 1,652.0 $224K 0.04% $135.40 +6.0%
198 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 554.0 $223K 0.04% NEW $401.84 +1.1%
199 IDHQ INVESCO EXCH TRADED FD TR II 5,075.0 $222K 0.04% NEW $43.71 +5.4%
200 IYW ISHARES TR 875.0 $221K 0.04% NEW $252.23 -2.0%
Page 10 of 11  ·  210 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 39.4%
Technology 18.4%
Consumer Cyclical 13.9%
Healthcare 10.5%
Communication Services 8.0%
Energy 3.8%
Industrials 3.1%
Consumer Defensive 1.9%
Basic Materials 0.5%
Utilities 0.4%