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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 8 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CF CF INDUSTRIES HOLD Basic Materials 6,356.0 $825K 0.14% +222.0 +3.6% $129.84 -3.3%
142 IEF ISHARES TR 8,565.0 $817K 0.14% NEW $95.44 -2.4%
143 ARCC ARES CAPITAL CORP Financial Services 45,361.0 $817K 0.14% -4K -7.4% $18.02 +3.2%
144 IBM INTERNATIONAL BUSINESS MACHS Technology 3,372.0 $817K 0.14% -156.0 -4.4% $242.38 -7.7%
145 SPECIAL OPPORTUNITIES FD INC 31,948.0 $793K 0.13% +22K +229.5% $24.83
146 PLTR PALANTIR TECHNOLOGIES INC Technology 5,397.0 $789K 0.13% -4K -44.2% $146.28 -7.0%
147 DHR DANAHER CORP DEL Healthcare 3,976.0 $754K 0.13% +468.0 +13.3% $189.61 -12.8%
148 RTX RTX CORPORATION Industrials 3,896.0 $752K 0.12% -2K -30.7% $192.90 -8.7%
149 CCI CROWN CASTLE INC Real Estate 9,177.0 $746K 0.12% +6K +242.4% $81.31 +10.9%
150 CLOX SERIES PORTFOLIOS TR 28,367.0 $725K 0.12% NEW $25.57 +0.0%
151 SNY SANOFI SA Healthcare 14,891.0 $717K 0.12% +8K +117.7% $48.18 -10.0%
152 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 709.0 $707K 0.12% -178.0 -20.1% $997.06 +8.3%
153 INTU INTUIT Technology 1,629.0 $704K 0.12% +12.0 +0.7% $432.26 -4.1%
154 ARES ARES MANAGEMENT CORPORATION Financial Services 6,435.0 $702K 0.12% +5K +395.0% $109.10 +11.5%
155 AROC ARCHROCK INC Energy 20,070.0 $698K 0.12% -565.0 -2.7% $34.80 +9.9%
156 MOOG INC 2,380.0 $696K 0.12% -129.0 -5.1% $292.64
157 SHEL SHELL PLC Energy 7,393.0 $688K 0.12% -70.0 -0.9% $93.01 -5.3%
158 CCAP CRESCENT CAP BDC INC Financial Services 54,662.0 $664K 0.11% NEW $12.15 -8.6%
159 JMST J P MORGAN EXCHANGE TRADED F 12,773.0 $651K 0.11% +2K +24.1% $50.98 -0.2%
160 NDAQ NASDAQ INC Financial Services 7,636.0 $648K 0.11% -565.0 -6.9% $84.89 +8.6%
Page 8 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%