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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 8 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MAIN MAIN STR CAP CORP Financial Services 4,466.0 $270K 0.00% -325.0 -6.8% $60.38 -17.8%
142 VEEV VEEVA SYS INC Healthcare 1,206.0 $269K 0.00% -66.0 -5.2% $223.23 -28.2%
143 FDS FACTSET RESH SYS INC Financial Services 926.0 $269K 0.00% -125.0 -11.9% $290.34 -20.1%
144 ULS UL SOLUTIONS INC Industrials 3,404.0 $268K 0.00% -498.0 -12.8% $78.86 +30.4%
145 BSY BENTLEY SYS INC Technology 6,989.0 $267K 0.00% -1K -13.0% $38.16 -13.1%
146 BKNG BOOKING HOLDINGS INC Consumer Cyclical 49.0 $262K 0.00% -5.0 -9.3% $5355.33 -97.0%
147 EFX EQUIFAX INC Industrials 1,201.0 $261K 0.00% -157.0 -11.6% $217.07 -24.4%
148 TDG TRANSDIGM GROUP INC Industrials 194.0 $258K 0.00% -62.0 -24.2% $1329.85 -8.7%
149 MSCI MSCI INC Financial Services 448.0 $257K 0.00% -149.0 -25.0% $574.27 +2.5%
150 EQT EQT CORP Energy 4,791.0 $257K 0.00% -183.0 -3.7% $53.60 +8.1%
151 WSBC WESBANCO INC Financial Services 7,611.0 $253K 0.00% -4K -35.8% $33.24 +4.0%
152 PKW INVESCO EXCHANGE TRADED FD T 1,818.0 $244K 0.00% -11.0 -0.6% $134.32 +1.5%
153 REZ ISHARES TR 2,932.0 $242K 0.00% -490.0 -14.3% $82.65 +11.3%
154 BSM BLACK STONE MINERALS L P Energy 18,175.0 $242K 0.00% -655.0 -3.5% $13.29 +4.0%
155 OLED UNIVERSAL DISPLAY CORP Technology 2,068.0 $241K 0.00% -293.0 -12.4% $116.75 -19.2%
156 OTIS OTIS WORLDWIDE CORP Industrials 2,762.0 $241K 0.00% -355.0 -11.4% $87.36 -16.7%
157 LII LENNOX INTL INC Industrials 491.0 $238K 0.00% -72.0 -12.8% $485.41 -0.2%
158 GQGU ADVISORS INNER CIRCLE FD III 9,687.0 $238K 0.00% -187K -95.1% $24.55 +8.7%
159 CBOE CBOE GLOBAL MKTS INC Financial Services 929.0 $233K 0.00% -308.0 -24.9% $251.00 +42.4%
160 SAIA SAIA INC Industrials 712.0 $232K 0.00% -100.0 -12.3% $326.52 +39.7%
Page 8 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%