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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 6 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MRK MERCK & CO INC Healthcare 13,899.0 $1.7M 0.28% +8K +150.3% $120.29 -7.4%
102 KIMCO REALTY CORP 26,120.0 $1.6M 0.26% +2K +8.7% $59.75
103 NBXG NEUBERGER NEXT GENERATION Financial Services 119,258.0 $1.5M 0.26% +2K +2.1% $12.87 +18.1%
104 HON HONEYWELL INTL INC Industrials 6,749.0 $1.5M 0.25% +46.0 +0.7% $226.02 -5.7%
105 DELL DELL TECHNOLOGIES INC Technology 9,216.0 $1.5M 0.25% +1K +17.2% $164.13 +47.5%
106 EMBJ EMBRAER S.A. Industrials 25,464.0 $1.5M 0.25% -866.0 -3.3% $59.34 -6.0%
107 PLD PROLOGIS INC. Real Estate 11,260.0 $1.5M 0.25% -945.0 -7.7% $132.18 +6.3%
108 T AT&T INC Communication Services 50,083.0 $1.5M 0.24% -15K -22.7% $28.99 -17.1%
109 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 18,861.0 $1.4M 0.23% +14K +255.3% $73.90 +2.6%
110 TT TRANE TECHNOLOGIES PLC Industrials 3,323.0 $1.4M 0.23% -74.0 -2.2% $416.78 +12.0%
111 CINF CINCINNATI FINL CORP Financial Services 8,514.0 $1.3M 0.22% -212.0 -2.4% $157.35 +6.5%
112 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,000.0 $1.3M 0.22% +206.0 +5.4% $327.07 +8.0%
113 PYPL PAYPAL HLDGS INC Financial Services 28,670.0 $1.3M 0.22% +2K +6.4% $45.23 -1.8%
114 BAC BANK AMERICA CORP Financial Services 25,925.0 $1.3M 0.21% -808.0 -3.0% $48.75 +2.1%
115 ABT ABBOTT LABORATORIES Healthcare 12,230.0 $1.3M 0.21% -1K -8.8% $102.67 -14.4%
116 MCK MCKESSON CORP Healthcare 1,444.0 $1.2M 0.21% -187.0 -11.5% $865.37 -12.1%
117 MPC MARATHON PETE CORP Energy 5,107.0 $1.2M 0.21% -2K -23.4% $244.17 +4.4%
118 PAYX PAYCHEX INC Industrials 13,124.0 $1.2M 0.20% -151.0 -1.1% $92.12 -0.6%
119 NVS NOVARTIS AG Healthcare 7,871.0 $1.2M 0.20% +410.0 +5.5% $152.75 -3.1%
120 MRSH MARSH & MCLENNAN COS INC Financial Services 6,622.0 $1.1M 0.19% $173.45 -7.1%
Page 6 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%