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Portfolio (Quarterly) Guide ↗

Massachusetts Wealth Management

· CIK 0001966011
13F Portfolio $262M AUM 98 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 98 New
Page 3 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KTB KONTOOR BRANDS INC Consumer Cyclical 28,960.0 $2.4M 0.92% NEW $83.34 -11.7%
42 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,560.0 $2.4M 0.91% NEW $935.47 -2.1%
43 ABBV ABBVIE INC Healthcare 9,325.0 $2.3M 0.89% NEW $251.64 +1.9%
44 AMGN AMGEN INC Healthcare 6,347.0 $2.3M 0.88% NEW $362.14 +20.7%
45 INGERSOLL RAND INC 27,666.0 $2.3M 0.86% NEW $81.99
46 AMZN AMAZON COM INC Consumer Cyclical 9,510.0 $2.3M 0.86% NEW $238.34 +8.5%
47 ITW ILLINOIS TOOL WKS INC Industrials 7,948.0 $2.1M 0.82% NEW $270.47 -0.1%
48 BSV VANGUARD BD INDEX FDS 27,442.0 $2.1M 0.81% NEW $77.91 -0.9%
49 NSC NORFOLK SOUTHN CORP Industrials 6,175.0 $1.9M 0.74% NEW $314.59 +4.7%
50 ITA ISHARES TR 8,008.0 $1.9M 0.74% NEW $242.42 -6.9%
51 PEP PEPSICO INC Consumer Defensive 14,205.0 $1.9M 0.73% NEW $135.40 +1.6%
52 HD HOME DEPOT INC Consumer Cyclical 5,430.0 $1.9M 0.73% NEW $352.68 -9.0%
53 CSX CSX CORP Industrials 39,285.0 $1.9M 0.71% NEW $47.53 +4.0%
54 UNP UNION PAC CORP Industrials 6,643.0 $1.8M 0.69% NEW $272.00 +6.5%
55 CARR CARRIER GLOBAL CORPORATION Industrials 23,110.0 $1.7M 0.65% NEW $73.35 -18.6%
56 PG PROCTER & GAMBLE CO Consumer Defensive 11,160.0 $1.6M 0.62% NEW $146.64 -0.1%
57 PBE INVESCO EXCHANGE TRADED FD T 17,784.0 $1.6M 0.61% NEW $89.65 +9.1%
58 BKR BAKER HUGHES COMPANY Energy 28,650.0 $1.6M 0.61% NEW $55.50 +14.4%
59 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,056.0 $1.5M 0.58% NEW $746.77 +3.1%
60 RTX RTX CORPORATION Industrials 8,075.0 $1.5M 0.58% NEW $189.73 +5.8%
Page 3 of 5  ·  98 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
Industrials 21.5%
Technology 17.3%
Financial Services 17.2%
Energy 11.9%
Healthcare 11.0%
Consumer Defensive 8.2%
Consumer Cyclical 4.4%
Utilities 4.4%
Basic Materials 3.2%
Communication Services 0.8%