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Portfolio (Quarterly) Guide ↗

ANGELES WEALTH MANAGEMENT, LLC

· CIK 0001929170
13F Portfolio $1.8B AUM 524 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 95 New 254 Added 74 Reduced 36 Exited
Page 3 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CTAS CINTAS CORP Industrials 16,402.0 $2.8M 0.15% +249.0 +1.5% $169.14 +0.3%
42 RTX RTX CORPORATION Industrials 13,777.0 $2.7M 0.14% +1K +8.6% $192.90 -0.2%
43 MU MICRON TECHNOLOGY INC Technology 7,346.0 $2.5M 0.14% +885.0 +13.7% $337.98 +208.7%
44 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,914.0 $2.4M 0.13% +37.0 +0.8% $492.01 -6.2%
45 CL COLGATE PALMOLIVE CO Consumer Defensive 27,782.0 $2.4M 0.13% +2K +6.3% $85.23 +6.3%
46 CSCO CISCO SYS INC Technology 29,520.0 $2.3M 0.12% +3K +12.0% $77.59 +51.2%
47 TJX TJX COS INC NEW Consumer Cyclical 14,205.0 $2.3M 0.12% +685.0 +5.1% $159.70 +2.8%
48 MCD MCDONALDS CORP Consumer Cyclical 7,293.0 $2.3M 0.12% +323.0 +4.6% $310.77 -8.7%
49 BAC BANK AMERICA CORP Financial Services 45,844.0 $2.2M 0.12% +2K +4.3% $48.75 +16.0%
50 ISRG INTUITIVE SURGICAL INC Healthcare 4,763.0 $2.2M 0.12% +137.0 +3.0% $460.99 -12.8%
51 LRCX LAM RESEARCH CORP Technology 10,158.0 $2.2M 0.12% +2K +24.8% $213.86 +75.0%
52 UNP UNION PAC CORP Industrials 8,784.0 $2.1M 0.12% +255.0 +3.0% $242.62 +6.4%
53 WHR WHIRLPOOL CORP Consumer Cyclical 38,697.0 $2.1M 0.11% +26K +196.9% $53.92 -25.6%
54 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 120,316.0 $2.0M 0.11% +26K +27.1% $16.46 +7.2%
55 FNDX SCHWAB STRATEGIC TR 70,728.0 $2.0M 0.11% +3K +4.8% $27.85 +11.0%
56 SCHF SCHWAB STRATEGIC TR 79,348.0 $2.0M 0.11% +2K +2.7% $24.75 +12.8%
57 QCOM QUALCOMM INC Technology 14,661.0 $1.9M 0.10% +3K +25.5% $128.78 +65.4%
58 ETN EATON CORP PLC Industrials 5,188.0 $1.9M 0.10% +720.0 +16.1% $357.67 +14.5%
59 PM PHILIP MORRIS INTL INC Consumer Defensive 9,671.0 $1.6M 0.09% +1K +13.2% $166.73 +7.6%
60 IWM ISHARES TR 6,428.0 $1.6M 0.09% +125.0 +2.0% $248.00 +16.9%
Page 3 of 13  ·  254 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 32.4%
Financial Services 18.4%
Consumer Cyclical 10.9%
Communication Services 9.2%
Healthcare 8.4%
Industrials 6.9%
Energy 5.0%
Consumer Defensive 4.9%
Basic Materials 1.7%
Utilities 1.4%