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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 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SF STIFEL FINL CORP Financial Services 55,849.0 $3.9M 0.74% -6K -9.0% $69.77 +17.2%
22 GDXJ VANECK ETF TRUST 38,473.0 $3.8M 0.72% -223.0 -0.6% $98.25 +35.4%
23 JNJ JOHNSON & JOHNSON Healthcare 14,225.0 $3.6M 0.69% -9K -38.2% $253.97 +6.8%
24 CB CHUBB LIMITED Financial Services 10,343.0 $3.5M 0.67% -2K -15.9% $340.74 +1.3%
25 CSCO CISCO SYS INC Technology 27,268.0 $3.2M 0.61% -24K -46.3% $117.46 -6.5%
26 SU SUNCOR ENERGY INC NEW Energy 57,772.0 $3.1M 0.59% -3K -4.9% $53.68 +26.1%
27 CLIP GLOBAL X FDS 28,030.0 $2.8M 0.54% -10K -26.7% $100.34 -0.0%
28 CVE CENOVUS ENERGY INC Energy 107,923.0 $2.7M 0.51% -16K -12.9% $24.81 +30.2%
29 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 190,812.0 $2.6M 0.50% -1K -0.7% $13.83 +5.9%
30 CVX CHEVRON CORPORATION Energy 15,165.0 $2.5M 0.48% -13K -46.0% $165.76 +23.2%
31 DELL DELL TECHNOLOGIES INC Technology 5,790.0 $2.5M 0.48% -3K -37.2% $431.42 -0.5%
32 RING ISHARES INC 38,055.0 $2.5M 0.47% -270.0 -0.7% $64.60 +40.9%
33 MORGAN STANLEY ETF TRUST 46,651.0 $2.3M 0.44% -12K -19.9% $49.99
34 OPY OPPENHEIMER HLDGS INC Financial Services 20,933.0 $2.2M 0.42% -2K -7.7% $105.54 +9.8%
35 GLW CORNING INC Technology 7,864.0 $2.0M 0.38% -17K -68.5% $255.43 -44.2%
36 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 19,686.0 $1.9M 0.36% -2K -9.7% $95.98 +22.2%
37 GBIL GOLDMAN SACHS ETF TR 18,759.0 $1.9M 0.36% -4K -16.0% $100.16 -0.0%
38 MCD MCDONALDS CORP Consumer Cyclical 6,869.0 $1.9M 0.35% -4K -37.2% $270.32 +0.7%
39 BK BANK OF NY MELLON CORP Financial Services 12,815.0 $1.9M 0.35% -6K -32.4% $144.61 -1.9%
40 BLK BLACKROCK INC Financial Services 1,817.0 $1.7M 0.33% -2K -45.9% $961.51 +21.4%
Page 2 of 8  ·  145 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%