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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 11 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IWO ISHARES TR — 1,920.0 $756K 0.09% -114.0 -5.6% $393.96 -8.6%
202 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,035.0 $754K 0.09% +204.0 +11.1% $370.62 -5.0%
203 NUE NUCOR CORP Basic Materials 3,323.0 $740K 0.09% +228.0 +7.4% $222.75 +11.0%
204 DUK DUKE ENERGY CORP NEW Utilities 5,745.0 $727K 0.08% +29.0 +0.5% $126.58 -10.5%
205 AMP AMERIPRISE FINL INC Financial Services 1,568.0 $719K 0.08% +116.0 +8.0% $458.77 +7.5%
206 ROST ROSS STORES INC Consumer Cyclical 3,358.0 $715K 0.08% +241.0 +7.7% $212.84 +10.9%
207 SHW SHERWIN WILLIAMS CO Basic Materials 2,073.0 $714K 0.08% -77.0 -3.6% $344.39 -4.4%
208 NET CLOUDFLARE INC Technology 2,886.0 $708K 0.08% — — $245.26 +42.3%
209 CTAS CINTAS CORP Industrials 4,104.0 $698K 0.08% -122.0 -2.9% $170.10 +17.5%
210 ROK ROCKWELL AUTOMATION INC Industrials 1,398.0 $692K 0.08% +138.0 +10.9% $495.10 -12.3%
211 APP APPLOVIN CORP Technology 1,335.0 $688K 0.08% +105.0 +8.5% $515.23 -39.7%
212 FCX FREEPORT-MCMORAN INC Basic Materials 10,850.0 $682K 0.08% +1K +11.1% $62.89 +15.0%
213 TGT TARGET CORP Consumer Defensive 5,199.0 $679K 0.08% +397.0 +8.3% $130.61 +20.6%
214 MET METLIFE INC Financial Services 7,917.0 $670K 0.08% +972.0 +14.0% $84.61 +15.5%
215 D DOMINION ENERGY INC Utilities 9,795.0 $669K 0.08% +168.0 +1.8% $68.29 -11.1%
216 DLR DIGITAL RLTY TR INC Real Estate 3,721.0 $668K 0.08% +74.0 +2.0% $179.58 -0.5%
217 — HONEYWELL INTL INC — 2,963.0 $663K 0.08% NEW — $223.90 —
218 — HONEYWELL AEROSPACE INC — 2,951.0 $652K 0.07% NEW — $221.08 —
219 — FORTINET INC — 4,246.0 $652K 0.07% +244.0 +6.1% $153.64 —
220 TDG TRANSDIGM GROUP INC Industrials 487.0 $649K 0.07% — — $1332.94 -16.3%
Page 11 of 20  ·  400 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%