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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 11 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MDLZ MONDELEZ INTL INC Consumer Defensive 5,020.0 $290K 0.06% -10K -66.4% $57.83 +11.4%
202 RDNT RADNET INC Healthcare 4,700.0 $290K 0.06% $61.67 +24.6%
203 HPE HEWLETT PACKARD ENTERPRISE C Technology 6,353.0 $287K 0.06% -21K -76.5% $45.11 +18.5%
204 SYK STRYKER CORPORATION Healthcare 903.0 $284K 0.05% -59.0 -6.1% $314.86 +4.6%
205 HONEYWELL AEROSPACE INC 1,272.0 $281K 0.05% NEW $220.99
206 JMST J P MORGAN EXCHANGE TRADED F 5,496.0 $280K 0.05% -7K -57.0% $51.00 -0.2%
207 SPDW SPDR INDEX SHS FDS 5,497.0 $277K 0.05% $50.39 +3.2%
208 XLK SELECT SECTOR SPDR TR 1,447.0 $276K 0.05% NEW $190.58 -3.8%
209 FLMI FRANKLIN TEMPLETON ETF TR 10,935.0 $275K 0.05% -857.0 -7.3% $25.17 -2.3%
210 MSCI MSCI INC Financial Services 487.0 $273K 0.05% -202.0 -29.3% $560.04 +0.6%
211 NOC NORTHROP GRUMMAN CORP Industrials 527.0 $268K 0.05% -3K -85.9% $509.31 +8.2%
212 IWB ISHARES TR 655.0 $268K 0.05% NEW $409.50 +2.5%
213 MFC MANULIFE FINL CORP Financial Services 6,610.0 $268K 0.05% -7K -51.9% $40.51 +4.9%
214 PG PROCTER & GAMBLE CO Consumer Defensive 1,811.0 $266K 0.05% -64.0 -3.4% $146.62 -1.3%
215 MWA MUELLER WTR PRODS INC Industrials 10,255.0 $265K 0.05% $25.83 -3.4%
216 DVA DAVITA INC Healthcare 1,184.0 $263K 0.05% -1K -54.7% $222.48 -21.9%
217 RSG REPUBLIC SVCS INC Industrials 1,200.0 $256K 0.05% -444.0 -27.0% $213.08 +3.6%
218 WBD WARNER BROS DISCOVERY INC Communication Services 9,557.0 $255K 0.05% NEW $26.66 +7.1%
219 SHEL SHELL PLC Energy 3,235.0 $251K 0.05% -4K -56.2% $77.53 +20.4%
220 COP CONOCOPHILLIPS Energy 2,412.0 $251K 0.05% -342.0 -12.4% $103.95 +29.7%
Page 11 of 13  ·  255 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%