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Portfolio (Quarterly) Guide ↗

Premier Path Wealth Partners, LLC

· CIK 0001999925
13F Portfolio $870M AUM 400 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 199 Added 155 Reduced 19 Exited
Page 10 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CPRT COPART INC Industrials 14,238.0 $401K 0.05% +2K +16.9% $28.19 -0.5%
182 KR KROGER CO Consumer Defensive 7,226.0 $401K 0.05% +289.0 +4.2% $55.53 +6.1%
183 — BLOCK INC — 5,222.0 $397K 0.05% +1K +33.5% $76.00 —
184 AME AMETEK INC Industrials 1,607.0 $389K 0.04% +18.0 +1.1% $242.01 +2.4%
185 MPWR MONOLITHIC PWR SYS INC Technology 280.0 $387K 0.04% +6.0 +2.2% $1382.38 -3.4%
186 VMC VULCAN MATLS CO Basic Materials 1,296.0 $382K 0.04% +52.0 +4.2% $294.98 -18.1%
187 SRE SEMPRA Utilities 3,883.0 $360K 0.04% +171.0 +4.6% $92.70 -16.1%
188 RF REGIONS FINANCIAL CORP NEW Financial Services 11,885.0 $359K 0.04% +3K +28.2% $30.20 -9.7%
189 CCI CROWN CASTLE INC Real Estate 4,581.0 $347K 0.04% +1K +41.6% $75.74 -10.7%
190 SHYG ISHARES TR — 8,169.0 $346K 0.04% +385.0 +5.0% $42.41 -2.1%
191 VRT VERTIV HOLDINGS CO Industrials 1,014.0 $340K 0.04% +125.0 +14.1% $334.82 -26.7%
192 CARR CARRIER GLOBAL CORPORATION Industrials 4,575.0 $336K 0.04% +122.0 +2.7% $73.35 -25.2%
193 PKG PACKAGING CORP AMER Consumer Cyclical 1,403.0 $334K 0.04% +148.0 +11.8% $238.30 -0.1%
194 EQR EQUITY RESIDENTIAL Real Estate 4,781.0 $325K 0.04% +96.0 +2.0% $67.94 -3.8%
195 MDLZ MONDELEZ INTL INC Consumer Defensive 5,589.0 $323K 0.04% +961.0 +20.8% $57.84 +5.2%
196 VTR VENTAS INC Real Estate 3,550.0 $315K 0.04% +42.0 +1.2% $88.79 -2.2%
197 EXC EXELON CORP Utilities 6,298.0 $294K 0.03% +95.0 +1.5% $46.62 -13.8%
198 SDY SPDR SER TR — 1,773.0 $270K 0.03% +17.0 +1.0% $152.20 -2.8%
199 AON AON PLC Financial Services 767.0 $254K 0.03% +22.0 +3.0% $331.69 -16.8%
Page 10 of 10  ·  199 positions

① 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 37.2%
Financial Services 13.7%
Industrials 10.3%
Consumer Cyclical 9.3%
Healthcare 9.2%
Communication Services 7.7%
Consumer Defensive 4.3%
Utilities 2.3%
Energy 2.3%
Basic Materials 1.9%