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Portfolio (Quarterly) Guide ↗

Beverly Hills Private Wealth, LLC

· CIK 0001965710
13F Portfolio $525M AUM 406 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 53 Added 145 Reduced 115 Exited
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BDX BECTON DICKINSON & CO Healthcare 22,156.0 $3.4M 0.64% +3K +15.0% $151.33 +27.4%
22 NVO NOVO-NORDISK A S Healthcare 63,562.0 $3.0M 0.58% +13K +26.3% $47.94 -2.0%
23 PHG KONINKLIJKE PHILIPS N V Healthcare 111,183.0 $3.0M 0.58% +12K +12.3% $27.19 +1.7%
24 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 254,357.0 $2.8M 0.53% +3K +1.1% $10.99 -3.3%
25 EPR PPTYS 85,194.0 $2.7M 0.52% +9K +11.7% $31.77
26 CAT CATERPILLAR INC Industrials 2,471.0 $2.6M 0.50% +22.0 +0.9% $1064.73 -23.9%
27 GREENFIRE RES LTD NEW 415,924.0 $2.3M 0.45% +43K +11.4% $5.65
28 HPQ HP INC Technology 100,729.0 $2.2M 0.42% +11K +12.6% $21.94 +33.1%
29 PKG PACKAGING CORP AMER Consumer Cyclical 8,479.0 $2.0M 0.39% +511.0 +6.4% $238.27 +6.5%
30 TEL TE CONNECTIVITY PLC Technology 10,011.0 $2.0M 0.38% +1K +17.3% $201.60 +0.8%
31 CRC CALIFORNIA RES CORP Energy 35,918.0 $1.9M 0.36% +6K +21.8% $52.87 +0.3%
32 KIMCO REALTY CORP 28,089.0 $1.8M 0.33% +2K +7.5% $62.45
33 APARTMENT INVT & MGMT CO 516,105.0 $1.5M 0.29% +19K +3.8% $2.97
34 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,029.0 $1.5M 0.28% +29.0 +0.7% $370.59 -2.2%
35 MCK MCKESSON CORP Healthcare 1,877.0 $1.4M 0.27% +433.0 +30.0% $755.60 +14.6%
36 SCHO SCHWAB STRATEGIC TR 57,319.0 $1.4M 0.26% +48K +508.1% $24.14 -0.2%
37 PYPL PAYPAL HLDGS INC Financial Services 31,898.0 $1.4M 0.26% +3K +11.3% $43.18 +43.5%
38 PCAR PACCAR INC Industrials 10,076.0 $1.2M 0.23% +342.0 +3.5% $120.12 +9.7%
39 RJF RAYMOND JAMES FINL INC Financial Services 7,308.0 $1.1M 0.21% +4K +125.9% $152.03 +16.7%
40 IEFA ISHARES TR 11,284.0 $1.1M 0.21% +553.0 +5.2% $96.58 +4.2%
Page 2 of 3  ·  53 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 25.2%
Financial Services 24.5%
Healthcare 9.5%
Communication Services 8.8%
Consumer Cyclical 7.8%
Consumer Defensive 6.6%
Real Estate 5.4%
Industrials 4.9%
Energy 4.3%
Utilities 1.9%