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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 5 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 4,158.0 $512K 0.06% -1K -21.4% $123.11 +25.3%
82 ASML ASML HOLDING N V Technology 254.0 $506K 0.06% -5.0 -1.9% $1992.28 -12.5%
83 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,626.0 $504K 0.06% -810.0 -18.3% $139.08 -18.3%
84 HIG HARTFORD FINL SVCS GROUP INC Financial Services 3,786.0 $502K 0.06% -192.0 -4.8% $132.50 -6.2%
85 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,720.0 $500K 0.06% -62.0 -3.5% $290.54 -18.2%
86 NDAQ NASDAQ INC Financial Services 6,241.0 $492K 0.06% -485.0 -7.2% $78.82 +18.7%
87 MLM MARTIN MARIETTA MATLS INC Basic Materials 849.0 $490K 0.06% -92.0 -9.8% $576.70 -16.0%
88 NOC NORTHROP GRUMMAN CORP Industrials 952.0 $485K 0.06% -192.0 -16.8% $509.07 +0.3%
89 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,454.0 $475K 0.06% -113.0 -2.0% $87.04 +2.5%
90 MRSH MARSH & MCLENNAN COS INC Financial Services 2,800.0 $467K 0.05% -44.0 -1.6% $166.69 +2.7%
91 CAH CARDINAL HEALTH INC Healthcare 1,951.0 $463K 0.05% -51.0 -2.5% $237.53 -7.3%
92 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 5,708.0 $452K 0.05% -3K -31.5% $79.23 +8.2%
93 AKAM AKAMAI TECHNOLOGIES INC Technology 3,762.0 $445K 0.05% -2K -38.6% $118.21 -3.6%
94 EL LAUDER ESTEE COS INC Consumer Defensive 5,582.0 $441K 0.05% -3K -35.0% $78.95 +19.7%
95 VYM VANGUARD WHITEHALL FDS — 2,780.0 $439K 0.05% -228.0 -7.6% $158.01 -0.2%
96 IWN ISHARES TR — 1,948.0 $431K 0.05% -47.0 -2.4% $221.14 -3.5%
97 CBRE CBRE GROUP INC Real Estate 3,161.0 $426K 0.05% -447.0 -12.4% $134.69 +0.0%
98 — CENCORA INC — 1,496.0 $423K 0.05% -22.0 -1.4% $283.03 —
99 KMX CARMAX INC Consumer Cyclical 7,983.0 $422K 0.05% -5K -40.4% $52.89 +8.2%
100 O REALTY INCOME CORP Real Estate 6,718.0 $416K 0.05% -633.0 -8.6% $61.96 -10.4%
Page 5 of 8  ·  155 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%