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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 6 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ODFL OLD DOMINION FREIGHT LINE IN Industrials 5,330.0 $1.2M 0.13% +889.0 +20.0% $216.60 -20.0%
102 WDC WESTERN DIGITAL CORP Technology 1,785.0 $1.1M 0.13% +415.0 +30.3% $638.85 -28.5%
103 QCOM QUALCOMM INC Technology 6,120.0 $1.1M 0.13% +512.0 +9.1% $184.79 +9.3%
104 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,358.0 $1.1M 0.13% +151.0 +4.7% $330.44 -5.0%
105 MMM 3M CO Industrials 6,852.0 $1.1M 0.13% +365.0 +5.6% $161.91 +4.7%
106 CSX CSX CORP Industrials 22,818.0 $1.1M 0.12% +2K +8.8% $47.53 -1.6%
107 DHI D R HORTON INC Consumer Cyclical 6,618.0 $1.1M 0.12% +91.0 +1.4% $162.89 -13.1%
108 PWR QUANTA SVCS INC Industrials 1,473.0 $1.1M 0.12% +61.0 +4.3% $720.10 -9.9%
109 GWW GRAINGER W W INC Industrials 771.0 $1.0M 0.12% +53.0 +7.4% $1360.41 -8.6%
110 TRV TRAVELERS COMPANIES INC Financial Services 3,132.0 $1.0M 0.12% +93.0 +3.1% $330.14 +10.0%
111 HWM HOWMET AEROSPACE INC Industrials 3,812.0 $1.0M 0.12% +37.0 +1.0% $268.83 -13.5%
112 EMR EMERSON ELEC CO Industrials 7,045.0 $1.0M 0.12% +240.0 +3.5% $143.14 +10.4%
113 PGR PROGRESSIVE CORP Financial Services 4,591.0 $1.0M 0.12% +91.0 +2.0% $218.47 -5.9%
114 MCO MOODYS CORP Financial Services 2,152.0 $975K 0.11% +203.0 +10.4% $452.89 +3.5%
115 BKNG BOOKING HOLDINGS INC Consumer Cyclical 5,406.0 $964K 0.11% +5K +2071.1% $178.25 -8.0%
116 HCA HCA HEALTHCARE INC Healthcare 2,450.0 $955K 0.11% +148.0 +6.4% $389.93 +11.7%
117 JCI JOHNSON CTLS INTL PLC Industrials 6,480.0 $947K 0.11% +577.0 +9.8% $146.12 +2.8%
118 GM GENERAL MTRS CO Consumer Cyclical 12,220.0 $942K 0.11% +517.0 +4.4% $77.08 +7.2%
119 SPG SIMON PPTY GROUP INC NEW Real Estate 4,201.0 $939K 0.11% +241.0 +6.1% $223.63 -8.4%
120 COP CONOCOPHILLIPS Energy 8,906.0 $926K 0.11% +326.0 +3.8% $103.95 +22.5%
Page 6 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%