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Portfolio (Quarterly) Guide ↗

POWER WEALTH MANAGEMENT LLC

· CIK 0002001039
13F Portfolio $291M AUM 118 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 27 Added 44 Reduced 7 Exited
Page 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRS CARPENTER TECHNOLOGY CORP Industrials 647.0 $399K 0.14% NEW $616.84 -25.0%
82 APH AMPHENOL CORP Technology 2,252.0 $397K 0.14% NEW $176.32 -9.8%
83 AMAT APPLIED MATLS INC Technology 549.0 $397K 0.14% NEW $723.00 -39.3%
84 D DOMINION ENERGY INC Utilities 5,715.0 $390K 0.13% NEW $68.29 -3.4%
85 XOM EXXON MOBIL CORP Energy 2,760.0 $377K 0.13% $136.72 +19.4%
86 SHOP SHOPIFY INC Technology 3,111.0 $355K 0.12% -943.0 -23.3% $114.18 +23.0%
87 GEV GE VERNOVA INC Utilities 296.0 $348K 0.12% -22.0 -6.9% $1174.86 -22.0%
88 FIS FIDELITY NATL INFORMATION SV Technology 8,908.0 $346K 0.12% $38.88 +7.8%
89 FLEX FLEX LTD Technology 2,070.0 $335K 0.12% NEW $162.07 -35.4%
90 EME EMCOR GROUP INC Industrials 391.0 $324K 0.11% NEW $829.88 -11.5%
91 FIX COMFORT SYS USA INC Industrials 161.0 $319K 0.11% -2.0 -1.2% $1981.95 -21.4%
92 TDIV FIRST TR EXCHANGE TRADED FD 2,750.0 $316K 0.11% $114.88 -0.3%
93 VUG VANGUARD INDEX FDS 3,636.0 $313K 0.11% +3K +500.0% $86.14 +1.7%
94 NOW SERVICENOW INC Technology 2,969.0 $295K 0.10% -2K -35.3% $99.28 +38.3%
95 KO COCA COLA CO Consumer Defensive 3,622.0 $294K 0.10% $81.27 +9.2%
96 MU MICRON TECHNOLOGY INC Technology 254.0 $293K 0.10% NEW $1154.29 -18.1%
97 RDVY FIRST TR EXCHANGE TRADED FD 3,574.0 $290K 0.10% $81.06 +0.2%
98 SO SOUTHERN CO Utilities 2,831.0 $271K 0.09% +17.0 +0.6% $95.72 -7.7%
99 NMM NAVIOS MARITIME PARTNERS LP Industrials 3,800.0 $266K 0.09% $70.07 +29.5%
100 CAH CARDINAL HEALTH INC Healthcare 1,098.0 $261K 0.09% NEW $237.56 +3.1%
Page 5 of 6  ·  118 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 26.4%
Financial Services 21.6%
Consumer Cyclical 15.8%
Communication Services 12.3%
Industrials 8.5%
Healthcare 6.2%
Consumer Defensive 3.4%
Utilities 3.4%
Basic Materials 1.4%
Energy 0.6%