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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 5 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMP AMERIPRISE FINL INC Financial Services 3,524.0 $1.6M 0.31% NEW $458.79 +21.9%
82 ABBV ABBVIE INC Healthcare 6,164.0 $1.6M 0.29% -6K -50.6% $251.66 +5.4%
83 APARTMENT INVT & MGMT CO 516,105.0 $1.5M 0.29% +19K +3.8% $2.97
84 EGO ELDORADO GOLD CORP NEW Basic Materials 48,129.0 $1.5M 0.28% NEW $31.09 +47.8%
85 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,029.0 $1.5M 0.28% +29.0 +0.7% $370.59 -3.4%
86 MCK MCKESSON CORP Healthcare 1,877.0 $1.4M 0.27% +433.0 +30.0% $755.60 +15.2%
87 SCHO SCHWAB STRATEGIC TR 57,319.0 $1.4M 0.26% +48K +508.1% $24.14 -0.2%
88 PYPL PAYPAL HLDGS INC Financial Services 31,898.0 $1.4M 0.26% +3K +11.3% $43.18 +43.3%
89 TME TENCENT MUSIC ENTMT GROUP Communication Services 163,306.0 $1.4M 0.26% NEW $8.35 +3.7%
90 EMBJ EMBRAER S.A. Industrials 21,174.0 $1.4M 0.26% -4K -16.9% $63.80 +19.5%
91 TXN TEXAS INSTRS INC Technology 4,410.0 $1.3M 0.25% -9K -66.7% $298.09 -13.2%
92 MPC MARATHON PETE CORP Energy 5,107.0 $1.3M 0.25% $255.66 +40.4%
93 MS MORGAN STANLEY Financial Services 6,060.0 $1.3M 0.24% -622.0 -9.3% $209.03 +2.4%
94 NSC NORFOLK SOUTHN CORP Industrials 3,934.0 $1.2M 0.24% -6K -61.1% $314.55 +11.3%
95 PCAR PACCAR INC Industrials 10,076.0 $1.2M 0.23% +342.0 +3.5% $120.12 +8.0%
96 FTAI AVIATION LTD 4,471.0 $1.2M 0.23% $270.52
97 LLY ELI LILLY & CO Healthcare 994.0 $1.2M 0.23% -134.0 -11.9% $1199.58 +3.6%
98 LOW LOWES COS INC Consumer Cyclical 5,406.0 $1.2M 0.23% -8K -60.2% $220.47 -1.9%
99 AXP AMERICAN EXPRESS CO Financial Services 3,495.0 $1.2M 0.23% -3K -47.8% $338.23 +0.0%
100 LIN LINDE PLC Basic Materials 2,215.0 $1.1M 0.22% -2K -47.4% $518.93 -6.5%
Page 5 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%