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Portfolio (Quarterly) Guide ↗

Johnson & White Wealth Management, LLC

· CIK 0001954136
13F Portfolio $267M AUM 117 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 56 Added 36 Reduced 1 Exited
Page 6 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XRAY DENTSPLY SIRONA INC Healthcare 25,572.0 $271K 0.10% $10.61 +7.3%
102 DELL DELL TECHNOLOGIES INC Technology 626.0 $270K 0.10% NEW $431.46 +21.4%
103 INTC INTEL CORP Technology 1,911.0 $267K 0.10% NEW $139.63 -31.4%
104 MU MICRON TECHNOLOGY INC Technology 224.0 $259K 0.10% NEW $1154.29 -11.9%
105 IWF ISHARES TR 2,060.0 $256K 0.10% +2K +300.0% $124.17 -0.6%
106 MRSH MARSH & MCLENNAN COS INC Financial Services 1,512.0 $252K 0.09% +12.0 +0.8% $166.67 +11.4%
107 PNC PNC FINL SVCS GROUP INC Financial Services 1,004.0 $247K 0.09% +22.0 +2.2% $246.22 -0.3%
108 TECH BIO-TECHNE CORP Healthcare 3,412.0 $241K 0.09% NEW $70.65 +2.5%
109 ARTNA ARTESIAN RES CORP Utilities 6,430.0 $219K 0.08% -219.0 -3.3% $33.99 +6.5%
110 VOO VANGUARD INDEX FDS 315.0 $216K 0.08% NEW $686.81 +3.1%
111 ETH GRAYSCALE ETHEREUM STAKING Financial Services 14,338.0 $216K 0.08% -2K -12.9% $15.03 +55.9%
112 SHW SHERWIN WILLIAMS CO Basic Materials 608.0 $209K 0.08% NEW $344.32 -3.1%
113 CAT CATERPILLAR INC Industrials 196.0 $209K 0.08% NEW $1064.90 -23.6%
114 BUFR FIRST TR EXCHNG TRADED FD VI 5,647.0 $206K 0.08% NEW $36.53 +2.7%
115 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 12,159.0 $96K 0.04% +248.0 +2.1% $7.88 -7.0%
116 ELWT ELAUWIT CONNECTION INC Communication Services 11,248.0 $81K 0.03% NEW $7.17 +1.8%
117 PTON PELOTON INTERACTIVE INC Consumer Cyclical 10,000.0 $59K 0.02% -2K -13.8% $5.91 -8.6%
Page 6 of 6  ·  117 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 44.6%
Financial Services 15.3%
Healthcare 10.3%
Consumer Cyclical 7.5%
Consumer Defensive 6.8%
Energy 4.9%
Communication Services 3.9%
Utilities 3.4%
Industrials 2.8%
Real Estate 0.4%