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Portfolio (Quarterly) Guide ↗

Petros Family Wealth, LLC

· CIK 0002004963
13F Portfolio $164M AUM 421 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 59 Added 52 Reduced 12 Exited
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,848.0 $1.7M 1.06% +70.0 +3.9% $935.41 +1.1%
22 LHX L3HARRIS TECHNOLOGIES INC Industrials 5,660.0 $1.6M 1.01% +188.0 +3.4% $290.60 -9.6%
23 PSX PHILLIPS 66 Energy 8,918.0 $1.5M 0.92% +276.0 +3.2% $169.05 +44.3%
24 RTX RTX CORPORATION Industrials 7,926.0 $1.5M 0.92% +53.0 +0.7% $189.74 +11.6%
25 EMR EMERSON ELEC CO Industrials 10,351.0 $1.5M 0.91% +424.0 +4.3% $143.15 +8.4%
26 PULS PGIM ETF TR 27,853.0 $1.4M 0.84% +950.0 +3.5% $49.55 +0.3%
27 TJX TJX COS INC NEW Consumer Cyclical 8,268.0 $1.3M 0.77% +2K +26.7% $151.49 -10.8%
28 LOW LOWES COS INC Consumer Cyclical 5,448.0 $1.2M 0.73% +207.0 +4.0% $220.50 -5.6%
29 SYK STRYKER CORPORATION Healthcare 3,643.0 $1.1M 0.70% +82.0 +2.3% $314.86 +5.0%
30 IBTP ISHARES TR 44,648.0 $1.1M 0.69% +4K +8.5% $25.38 -1.8%
31 KO COCA COLA CO Consumer Defensive 13,276.0 $1.1M 0.66% +399.0 +3.1% $81.27 +10.3%
32 QQQ INVESCO QQQ TR Financial Services 1,442.0 $1.1M 0.65% +47.0 +3.4% $736.40 -2.7%
33 META META PLATFORMS INC Communication Services 1,803.0 $1.0M 0.62% +66.0 +3.8% $563.30 +2.6%
34 XLK SELECT SECTOR SPDR TR 5,313.0 $1.0M 0.62% +518.0 +10.8% $190.52 -2.5%
35 NEE NEXTERA ENERGY INC Utilities 11,484.0 $1.0M 0.62% +736.0 +6.8% $87.77 -6.8%
36 ISRG INTUITIVE SURGICAL INC Healthcare 2,305.0 $917K 0.56% +473.0 +25.8% $397.68 -6.3%
37 TMUS T-MOBILE US INC Communication Services 5,268.0 $884K 0.54% +989.0 +23.1% $167.73 +8.1%
38 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 6,903.0 $850K 0.52% +222.0 +3.3% $123.11 +31.9%
39 LLY ELI LILLY & CO Healthcare 577.0 $692K 0.42% +355.0 +159.9% $1199.43 -2.2%
40 DE DEERE & CO Industrials 983.0 $624K 0.38% +111.0 +12.7% $634.33 -0.6%
Page 2 of 3  ·  59 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 35.5%
Financial Services 22.1%
Industrials 11.6%
Healthcare 9.5%
Consumer Cyclical 6.1%
Consumer Defensive 4.7%
Communication Services 4.3%
Utilities 2.5%
Energy 2.5%
Basic Materials 0.8%