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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 9 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UNP UNION PAC CORP Industrials 1,682.0 $457K 0.09% -2K -57.7% $271.93 +13.1%
162 WWD WOODWARD INC Industrials 1,019.0 $434K 0.08% -1K -59.1% $425.44 -21.5%
163 ROST ROSS STORES INC Consumer Cyclical 2,015.0 $429K 0.08% -57.0 -2.8% $212.85 +10.8%
164 ENVX ENOVIX CORPORATION Industrials 68,155.0 $414K 0.08% +2K +2.8% $6.07 -46.0%
165 ENB ENBRIDGE INC Energy 7,560.0 $410K 0.08% -9K -54.8% $54.21 -7.6%
166 MU MICRON TECHNOLOGY INC Technology 354.0 $409K 0.08% NEW $1154.29 -20.6%
167 MOOG INC 960.0 $407K 0.08% -1K -59.7% $423.84
168 NVS NOVARTIS AG Healthcare 2,596.0 $407K 0.08% -5K -67.0% $156.70 +0.9%
169 SCHW CALL SCHWAB CHARLES CORP Financial Services 4,400.0 $406K 0.08% +1K +29.4% $92.27 +22.5%
170 INTU INTUIT Technology 1,530.0 $399K 0.08% -99.0 -6.1% $260.92 +41.8%
171 GLD SPDR GOLD TR Financial Services 1,074.0 $396K 0.07% $368.38 +16.0%
172 DIS DISNEY WALT CO Communication Services 4,056.0 $390K 0.07% -155.0 -3.7% $96.26 +14.2%
173 ABT ABBOTT LABORATORIES Healthcare 4,153.0 $377K 0.07% -8K -66.0% $90.74 +28.8%
174 GEV GE VERNOVA INC Utilities 317.0 $372K 0.07% -33.0 -9.4% $1174.26 -19.8%
175 B BARRICK MNG CORP Basic Materials 10,102.0 $371K 0.07% $36.73 +30.3%
176 PAYX PAYCHEX INC Industrials 3,723.0 $366K 0.07% -9K -71.6% $98.33 +28.2%
177 HD HOME DEPOT INC Consumer Cyclical 1,033.0 $364K 0.07% -536.0 -34.2% $352.70 -4.7%
178 SBUX STARBUCKS CORP Consumer Cyclical 3,494.0 $357K 0.07% -17K -82.7% $102.18 +5.5%
179 FQAL FIDELITY COVINGTON TRUST 4,376.0 $356K 0.07% $81.35 +3.8%
180 CVS CVS HEALTH CORP Healthcare 3,388.0 $351K 0.07% -5K -57.2% $103.46 -10.2%
Page 9 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%