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Portfolio (Quarterly) Guide ↗

AXXCESS WEALTH MANAGEMENT, LLC

· CIK 0001911056
13F Portfolio $25.9B AUM 1,042 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 185 New 572 Added 176 Reduced 67 Exited
Page 6 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MAGIC SOFTWARE ENTERPRISES L 14,918.0 $384K 0.00% -740.0 -4.7% $25.75
102 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,777.0 $383K 0.00% -199.0 -6.7% $137.96 +8.4%
103 DEO DIAGEO PLC Consumer Defensive 4,423.0 $382K 0.00% -81.0 -1.8% $86.27 -0.2%
104 CARR CARRIER GLOBAL CORPORATION Industrials 7,179.0 $379K 0.00% -77K -91.5% $52.84 +19.5%
105 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 8,053.0 $374K 0.00% -1K -12.0% $46.49 +3.2%
106 WRB BERKLEY W R CORP Financial Services 5,070.0 $355K 0.00% -755.0 -13.0% $70.11 -3.7%
107 ALLE ALLEGION PLC Industrials 2,208.0 $352K 0.00% -305.0 -12.1% $159.20 -18.1%
108 FISV FISERV INC Technology 5,200.0 $349K 0.00% -9K -63.2% $67.17 -14.9%
109 NET CLOUDFLARE INC Technology 1,759.0 $347K 0.00% -138.0 -7.3% $197.15 +9.6%
110 BAB INVESCO EXCH TRADED FD TR II 12,734.0 $346K 0.00% -2K -13.7% $27.20 -2.4%
111 PECO PHILLIPS EDISON & CO INC Real Estate 9,684.0 $344K 0.00% -1K -13.1% $35.57 +13.3%
112 IP INTERNATIONAL PAPER CO Consumer Cyclical 8,651.0 $341K 0.00% -2K -15.1% $39.39 -20.6%
113 EBAY EBAY INC. Consumer Cyclical 3,906.0 $340K 0.00% -1K -23.8% $87.10 +32.9%
114 PTNQ PACER FDS TR 4,303.0 $338K 0.00% -92.0 -2.1% $78.65 +9.9%
115 FAST FASTENAL CO Industrials 8,407.0 $337K 0.00% -10K -55.2% $40.13 +9.5%
116 WSO WATSCO INC Industrials 997.0 $336K 0.00% -190.0 -16.0% $336.90 +11.4%
117 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 25,193.0 $335K 0.00% -228.0 -0.9% $13.28 -15.4%
118 ETHA ISHARES ETHEREUM TR Financial Services 14,822.0 $332K 0.00% -139.0 -0.9% $22.43 -30.6%
119 SPTI SPDR SERIES TRUST 11,507.0 $332K 0.00% -197.0 -1.7% $28.84 -2.0%
120 TDY TELEDYNE TECHNOLOGIES INC Technology 649.0 $331K 0.00% -81.0 -11.1% $510.73 +21.5%
Page 6 of 9  ·  176 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 51.2%
Financial Services 12.7%
Communication Services 12.2%
Consumer Cyclical 11.0%
Consumer Defensive 4.2%
Healthcare 4.1%
Industrials 2.5%
Energy 1.0%
Utilities 0.7%
Basic Materials 0.3%