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Portfolio (Quarterly) Guide ↗

Hidden Cove Wealth Management, LLC

· CIK 0001963736
13F Portfolio $182M AUM 133 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 51 New 50 Added 25 Reduced 20 Exited
Page 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TXN TEXAS INSTRS INC Technology 1,078.0 $321K 0.18% NEW $298.07 -13.2%
22 SKYT SKYWATER TECHNOLOGY INC Technology 9,179.0 $320K 0.18% NEW $34.82 -6.8%
23 PKG PACKAGING CORP AMER Consumer Cyclical 1,341.0 $320K 0.18% NEW $238.28 +0.9%
24 TSCO TRACTOR SUPPLY CO Consumer Cyclical 9,927.0 $314K 0.17% NEW $31.61 +9.8%
25 FNDF SCHWAB STRATEGIC TR 5,613.0 $296K 0.16% NEW $52.76 +5.1%
26 WDC WESTERN DIGITAL CORP Technology 459.0 $293K 0.16% NEW $638.72 -28.1%
27 KLAC KLA CORP Technology 942.0 $284K 0.16% NEW $301.71 -41.8%
28 EXPD EXPEDITORS INTL WASH INC Industrials 1,690.0 $275K 0.15% NEW $162.98 +17.2%
29 SNX TD SYNNEX CORPORATION Technology 1,007.0 $269K 0.15% NEW $267.34 -5.0%
30 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 270.0 $261K 0.14% NEW $965.94 -14.1%
31 PANW PALO ALTO NETWORKS INC Technology 755.0 $257K 0.14% NEW $341.02 +9.0%
32 MAR MARRIOTT INTL INC NEW Consumer Cyclical 684.0 $253K 0.14% NEW $370.59 -5.3%
33 AMPX AMPRIUS TECHNOLOGIES INC Industrials 17,628.0 $244K 0.14% NEW $13.86 -28.6%
34 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,357.0 $242K 0.13% NEW $178.24 +15.4%
35 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 46,231.0 $241K 0.13% NEW $5.21 -32.6%
36 GS GOLDMAN SACHS GROUP INC Financial Services 238.0 $241K 0.13% NEW $1011.37 +2.2%
37 SNDK SANDISK CORP Technology 105.0 $239K 0.13% NEW $2273.73 -34.7%
38 COP CONOCOPHILLIPS Energy 2,279.0 $237K 0.13% NEW $103.96 +25.4%
39 HSBC HSBC HLDGS PLC Financial Services 2,445.0 $232K 0.13% NEW $95.09 +8.9%
40 VLO VALERO ENERGY CORP Energy 867.0 $226K 0.12% NEW $260.44 +35.3%
Page 2 of 3  ·  51 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 53.5%
Financial Services 9.4%
Consumer Cyclical 8.5%
Industrials 6.6%
Healthcare 5.6%
Energy 4.4%
Consumer Defensive 4.2%
Utilities 4.0%
Communication Services 3.8%