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Portfolio (Quarterly) Guide ↗

Beverly Hills Private Wealth, LLC

· CIK 0001965710
13F Portfolio $600.3B AUM 499 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 121 Added 154 Reduced 22 Exited
Page 5 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APARTMENT INVT & MGMT CO 497,058.0 $2.0M 0.34% +166K +50.3% $4.07
82 OPY OPPENHEIMER HLDGS INC Financial Services 22,667.0 $2.0M 0.34% +2K +12.0% $89.19 +5.8%
83 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 6,945.0 $2.0M 0.34% +6K +414.1% $290.49 +1.0%
84 MA MASTERCARD INCORPORATED Financial Services 3,925.0 $2.0M 0.33% -276.0 -6.6% $499.65 -1.1%
85 SCHR SCHWAB STRATEGIC TR 78,024.0 $1.9M 0.32% +15K +23.6% $24.91 -1.6%
86 PGR PROGRESSIVE CORP Financial Services 9,801.0 $1.9M 0.32% -126.0 -1.3% $198.23 +0.8%
87 CMI CUMMINS INC Industrials 3,540.0 $1.9M 0.32% +653.0 +22.6% $538.00 +26.0%
88 FAST FASTENAL CO Industrials 41,045.0 $1.9M 0.32% -5K -11.6% $46.40 -6.8%
89 NVO NOVO-NORDISK A S Healthcare 50,343.0 $1.9M 0.31% +7K +17.1% $36.75 +21.7%
90 MSI MOTOROLA SOLUTIONS INC Technology 4,215.0 $1.8M 0.30% -197.0 -4.5% $434.02 -9.4%
91 SBUX STARBUCKS CORP Consumer Cyclical 20,158.0 $1.8M 0.30% +11K +114.5% $89.59 +19.2%
92 ETN EATON CORP PLC Industrials 5,045.0 $1.8M 0.30% -109.0 -2.1% $357.68 +11.7%
93 TJX TJX COS INC NEW Consumer Cyclical 11,220.0 $1.8M 0.30% -1K -9.4% $159.70 -7.7%
94 APH AMPHENOL CORP Technology 14,169.0 $1.8M 0.30% -2K -9.6% $126.35 -3.7%
95 TEL TE CONNECTIVITY PLC Technology 8,536.0 $1.8M 0.30% -948.0 -10.0% $209.01 -1.9%
96 MO ALTRIA GROUP INC Consumer Defensive 27,014.0 $1.8M 0.30% -3K -8.5% $65.99 +10.8%
97 CAT CATERPILLAR INC Industrials 2,449.0 $1.7M 0.29% +183.0 +8.1% $708.35 +22.0%
98 WEC WEC ENERGY GROUP INC Utilities 14,854.0 $1.7M 0.29% -539.0 -3.5% $115.77 -5.7%
99 HPQ HP INC Technology 89,471.0 $1.7M 0.29% +14K +18.9% $19.21 +8.3%
100 PKG PACKAGING CORP AMER Consumer Cyclical 7,968.0 $1.7M 0.28% -561.0 -6.6% $212.21 -0.1%
Page 5 of 18  ·  347 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 23.2%
Financial Services 21.1%
Healthcare 9.0%
Communication Services 8.6%
Consumer Cyclical 8.6%
Consumer Defensive 7.5%
Industrials 7.3%
Energy 6.5%
Real Estate 4.5%
Utilities 2.0%