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Portfolio (Quarterly) Guide ↗

Premier Path Wealth Partners, LLC

· CIK 0001999925
13F Portfolio $767M AUM 398 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 230 Added 124 Reduced 20 Exited
Page 14 of 20  ·  398 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VLO VALERO ENERGY CORP Energy 2,142.0 $529K 0.07% +172.0 +8.7% $247.05 -4.4%
262 SO SOUTHERN CO Utilities 5,444.0 $526K 0.07% +1K +23.6% $96.53 -3.6%
263 NUE NUCOR CORP Basic Materials 3,095.0 $523K 0.07% -6K -64.7% $169.10 +44.2%
264 HEICO CORP NEW 2,477.0 $523K 0.07% -35.0 -1.4% $211.06
265 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,548.0 $518K 0.07% -407.0 -13.8% $203.19 +7.5%
266 REGN REGENERON PHARMACEUTICALS Healthcare 667.0 $515K 0.07% +130.0 +24.2% $772.40 -21.0%
267 SMH VANECK ETF TRUST 1,325.0 $508K 0.07% -82.0 -5.8% $383.54 +72.0%
268 MRVL MARVELL TECHNOLOGY INC Technology 5,111.0 $506K 0.07% +2K +60.1% $99.06 +213.5%
269 BKR BAKER HUGHES COMPANY Energy 8,240.0 $503K 0.07% +2K +25.6% $61.05 -4.3%
270 KR KROGER CO Consumer Defensive 6,937.0 $502K 0.07% +2K +38.8% $72.36 -21.8%
271 IUSG ISHARES TR 3,197.0 $496K 0.07% +565.0 +21.5% $155.11 +21.6%
272 OKE ONEOK INC NEW Energy 5,482.0 $496K 0.07% +700.0 +14.6% $90.40 -5.9%
273 MPC MARATHON PETE CORP Energy 2,028.0 $495K 0.07% +171.0 +9.2% $244.18 -0.5%
274 MRSH MARSH & MCLENNAN COS INC Financial Services 2,844.0 $493K 0.06% +322.0 +12.8% $173.47 -6.4%
275 MET METLIFE INC Financial Services 6,945.0 $491K 0.06% +546.0 +8.5% $70.72 +21.0%
276 TRGP TARGA RES CORP Energy 1,958.0 $491K 0.06% +228.0 +13.2% $250.73 +3.1%
277 APP APPLOVIN CORP Technology 1,230.0 $490K 0.06% -166.0 -11.9% $398.00 +18.0%
278 CBRE CBRE GROUP INC Real Estate 3,608.0 $489K 0.06% +37.0 +1.0% $135.46 -2.9%
279 DHR DANAHER CORPORATION Healthcare 2,551.0 $484K 0.06% +76.0 +3.1% $189.58 -6.5%
280 CENCORA INC 1,518.0 $477K 0.06% +20.0 +1.3% $314.19
Page 14 of 20  ·  398 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
Technology 31.2%
Financial Services 13.5%
Communication Services 10.5%
Industrials 10.2%
Healthcare 9.8%
Consumer Cyclical 9.6%
Consumer Defensive 5.0%
Energy 3.9%
Utilities 2.4%
Basic Materials 2.2%