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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 4 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PGR PROGRESSIVE CORP Financial Services 3,732.0 $815K 0.15% -6K -61.9% $218.46 +2.2%
62 TJX TJX COS INC NEW Consumer Cyclical 5,123.0 $776K 0.15% -6K -54.3% $151.51 -7.5%
63 MO ALTRIA GROUP INC Consumer Defensive 10,786.0 $776K 0.15% -16K -60.1% $71.95 -4.8%
64 FAST FASTENAL CO Industrials 15,881.0 $763K 0.14% -25K -61.3% $48.03 +7.4%
65 D DOMINION ENERGY INC Utilities 10,904.0 $745K 0.14% -27K -71.2% $68.29 -2.7%
66 TT TRANE TECHNOLOGIES PLC Industrials 1,480.0 $727K 0.14% -2K -55.5% $491.16 -8.8%
67 C CITIGROUP INC Financial Services 5,164.0 $723K 0.14% -299.0 -5.5% $139.95 -5.6%
68 MRK MERCK & CO INC Healthcare 5,600.0 $720K 0.14% -8K -59.7% $128.50 +17.8%
69 T AT&T INC Communication Services 34,421.0 $713K 0.14% -16K -31.3% $20.70 +24.1%
70 IEF ISHARES TR 7,265.0 $687K 0.13% -1K -15.2% $94.57 -1.6%
71 CLOX SERIES PORTFOLIOS TR 26,019.0 $666K 0.13% -2K -8.3% $25.61 -0.3%
72 EL PASO ENERGY CAP TR I 13,107.0 $662K 0.13% -57K -81.2% $50.49
73 UBS UBS GROUP AG Financial Services 12,543.0 $622K 0.12% -412.0 -3.2% $49.56 +8.6%
74 WEC WEC ENERGY GROUP INC Utilities 5,294.0 $618K 0.12% -10K -64.4% $116.77 -8.4%
75 ADI ANALOG DEVICES INC Technology 1,541.0 $612K 0.12% -1K -42.3% $397.29 -7.7%
76 RTX RTX CORPORATION Industrials 3,200.0 $607K 0.12% -696.0 -17.9% $189.73 +10.3%
77 NEE NEXTERA ENERGY INC Utilities 6,822.0 $599K 0.11% -15K -68.8% $87.77 -4.8%
78 PLTR PALANTIR TECHNOLOGIES INC Technology 5,037.0 $588K 0.11% -360.0 -6.7% $116.67 +51.8%
79 GE GE AEROSPACE Industrials 1,547.0 $578K 0.11% -205.0 -11.7% $373.78 -8.6%
80 CMI CUMMINS INC Industrials 797.0 $569K 0.11% -3K -77.5% $713.45 -19.6%
Page 4 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%