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Portfolio (Quarterly) Guide ↗

Hidden Cove Wealth Management, LLC

· CIK 0001963736
13F Portfolio $155M AUM 102 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 17 New 40 Added 31 Reduced 5 Exited
Page 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADBE ADOBE INC Technology 981.0 $343K 0.22% +61.0 +6.6% $349.99 -30.3%
62 MA MASTERCARD INCORPORATED Financial Services 582.0 $332K 0.21% +53.0 +10.0% $570.88 -12.5%
63 VOO VANGUARD INDEX FDS 528.0 $331K 0.21% -157.0 -22.9% $627.03 +8.9%
64 PM PHILIP MORRIS INTL INC Consumer Defensive 2,028.0 $325K 0.21% +73.0 +3.7% $160.40 +17.6%
65 MS MORGAN STANLEY Financial Services 1,784.0 $317K 0.20% +123.0 +7.4% $177.53 +12.9%
66 PKE PARK AEROSPACE CORP Industrials 14,589.0 $311K 0.20% NEW $21.34 +58.7%
67 WMT WALMART INC Consumer Defensive 2,776.0 $309K 0.20% +411.0 +17.4% $111.41 +17.4%
68 CVX CHEVRON CORP NEW Energy 1,956.0 $298K 0.19% -31.0 -1.6% $152.43 +25.3%
69 VB VANGUARD INDEX FDS 1,148.0 $296K 0.19% $257.95 +11.0%
70 NFLX NETFLIX INC Communication Services 3,118.0 $292K 0.19% +3K +718.4% $93.76 -4.8%
71 IEFA ISHARES TR 3,264.0 $292K 0.19% $89.46 +8.8%
72 MU MICRON TECHNOLOGY INC Technology 1,021.0 $291K 0.19% NEW $285.41 +167.0%
73 AGX ARGAN INC Industrials 892.0 $279K 0.18% NEW $313.32 +105.7%
74 SUB ISHARES TR 2,545.0 $272K 0.18% $106.70 -0.5%
75 BLK BLACKROCK INC Financial Services 253.0 $271K 0.17% +5.0 +2.0% $1070.34 -0.6%
76 JNJ JOHNSON & JOHNSON Healthcare 1,288.0 $267K 0.17% +168.0 +15.0% $206.95 +12.0%
77 GEV GE VERNOVA INC Utilities 407.0 $266K 0.17% +25.0 +6.5% $653.10 +59.8%
78 IVV ISHARES TR 387.0 $265K 0.17% $684.94 +8.9%
79 ISRG INTUITIVE SURGICAL INC Healthcare 420.0 $238K 0.15% NEW $566.36 -22.3%
80 LOW LOWES COS INC Consumer Cyclical 986.0 $238K 0.15% +26.0 +2.7% $241.16 -9.9%
Page 4 of 6  ·  102 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 54.0%
Financial Services 8.8%
Consumer Cyclical 7.8%
Communication Services 6.2%
Healthcare 5.6%
Energy 4.8%
Utilities 4.8%
Industrials 4.3%
Consumer Defensive 3.7%