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Portfolio (Quarterly) Guide ↗

Icon Wealth Advisors, LLC

· CIK 0001963212
13F Portfolio $1.5B AUM 389 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 47 New 126 Added 149 Reduced 52 Exited
Page 8 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ITW ILLINOIS TOOL WKS INC COM Industrials 5,210.0 $1.4M 0.09% -74.0 -1.4% $265.65 -5.3%
142 COP CONOCOPHILLIPS COM Energy 10,214.0 $1.3M 0.09% -1K -10.4% $128.25 -9.4%
143 SCM STELLUS CAP INVT CORP COM Financial Services 135,269.0 $1.3M 0.08% $9.56 -4.0%
144 QCOM QUALCOMM INC COM Technology 8,254.0 $1.3M 0.08% -2K -20.9% $156.00 +47.9%
145 UPS UNITED PARCEL SVCS INC CL B Industrials 12,076.0 $1.3M 0.08% +2K +20.0% $106.61 -2.6%
146 CAT CATERPILLAR INC COM Industrials 1,587.0 $1.3M 0.08% -572.0 -26.5% $809.91 +12.1%
147 SNPS SYNOPSYS INC COM Technology 2,666.0 $1.3M 0.08% -1K -27.7% $481.22 +9.3%
148 SPGI S&P GLOBAL INC COM Financial Services 2,955.0 $1.3M 0.08% -2K -39.5% $433.21 -4.9%
149 JBHT HUNT J B TRANS SVCS INC COM Industrials 5,070.0 $1.2M 0.08% +2K +58.8% $246.29 +10.0%
150 PR PERMIAN RESOURCES CORP CLASS A COM Energy 57,608.0 $1.2M 0.08% -7K -10.2% $21.65 -9.3%
151 GE GE AEROSPACE COM NEW Industrials 4,295.0 $1.2M 0.08% +194.0 +4.7% $283.56 +11.6%
152 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 15,713.0 $1.2M 0.08% +289.0 +1.9% $76.89 +16.1%
153 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 7,084.0 $1.2M 0.08% $169.94 +2.7%
154 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 7,488.0 $1.2M 0.08% $159.10 +15.5%
155 AMD ADVANCED MICRO DEVICES INC COM Technology 3,376.0 $1.1M 0.07% $337.12 +46.8%
156 TJX TJX COS INC NEW COM Consumer Cyclical 7,165.0 $1.1M 0.07% +3K +54.0% $156.07 +1.0%
157 VOO VANGUARD S&P 500 ETF 1,707.0 $1.1M 0.07% -111.0 -6.1% $654.31 +5.3%
158 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 2,461.0 $1.1M 0.07% -4K -61.9% $453.77 -8.4%
159 ADSK AUTODESK INC COM Technology 4,722.0 $1.1M 0.07% +83.0 +1.8% $235.87 +1.1%
160 NUE NUCOR CORP COM Basic Materials 4,930.0 $1.1M 0.07% +1K +29.0% $222.39 +9.8%
Page 8 of 20  ·  389 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 30.0%
Energy 16.8%
Financial Services 15.2%
Communication Services 7.5%
Consumer Cyclical 7.1%
Healthcare 6.9%
Industrials 6.8%
Consumer Defensive 4.3%
Utilities 3.5%
Real Estate 1.0%