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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 3 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GSK GSK PLC Healthcare 33,201.0 $1.7M 0.33% -9K -21.8% $52.42 -1.5%
42 ABBV ABBVIE INC Healthcare 6,164.0 $1.6M 0.29% -6K -50.6% $251.66 +5.2%
43 EMBJ EMBRAER S.A. Industrials 21,174.0 $1.4M 0.26% -4K -16.9% $63.80 +19.5%
44 TXN TEXAS INSTRS INC Technology 4,410.0 $1.3M 0.25% -9K -66.7% $298.09 -13.0%
45 MS MORGAN STANLEY Financial Services 6,060.0 $1.3M 0.24% -622.0 -9.3% $209.03 +2.9%
46 NSC NORFOLK SOUTHN CORP Industrials 3,934.0 $1.2M 0.24% -6K -61.1% $314.55 +11.5%
47 LLY ELI LILLY & CO Healthcare 994.0 $1.2M 0.23% -134.0 -11.9% $1199.58 +3.7%
48 LOW LOWES COS INC Consumer Cyclical 5,406.0 $1.2M 0.23% -8K -60.2% $220.47 -1.6%
49 AXP AMERICAN EXPRESS CO Financial Services 3,495.0 $1.2M 0.23% -3K -47.8% $338.23 +0.6%
50 LIN LINDE PLC Basic Materials 2,215.0 $1.1M 0.22% -2K -47.4% $518.93 -6.3%
51 WMT WALMART INC Consumer Defensive 9,947.0 $1.1M 0.21% -11K -52.0% $113.26 -7.5%
52 BAC BANK OF AMER CORP Financial Services 19,608.0 $1.1M 0.21% -6K -24.4% $56.98 +9.5%
53 MA MASTERCARD INCORPORATED Financial Services 2,073.0 $1.1M 0.20% -2K -47.2% $513.65 +16.1%
54 ETN EATON CORP PLC Industrials 2,293.0 $977K 0.19% -3K -54.5% $426.15 -3.6%
55 APH AMPHENOL CORP Technology 5,382.0 $949K 0.18% -9K -62.0% $176.31 -12.7%
56 SCHR SCHWAB STRATEGIC TR 35,973.0 $887K 0.17% -42K -53.9% $24.66 -1.0%
57 QCOM QUALCOMM INC Technology 4,667.0 $862K 0.16% -268.0 -5.4% $184.78 -14.6%
58 AMGN AMGEN INC Healthcare 2,339.0 $847K 0.16% -122.0 -5.0% $362.14 +21.9%
59 ARCC ARES CAPITAL CORP Financial Services 45,111.0 $836K 0.16% -250.0 -0.6% $18.53 +8.0%
60 MSI MOTOROLA SOLUTIONS INC Technology 1,997.0 $829K 0.16% -2K -52.6% $415.29 +16.5%
Page 3 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%