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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 5 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PNC PNC FINL SVCS GROUP INC Financial Services 1,671.0 $411K 0.25% +126.0 +8.2% $246.22 -1.6%
82 UNP UNION PAC CORP Industrials 1,506.0 $410K 0.25% +99.0 +7.0% $272.00 +13.0%
83 PM PHILIP MORRIS INTL INC Consumer Defensive 2,239.0 $405K 0.25% NEW $180.91 +6.1%
84 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,130.0 $397K 0.24% +67.0 +1.6% $96.12 -51.2%
85 NFLX NETFLIX INC. Communication Services 5,546.0 $396K 0.24% -289.0 -5.0% $71.40 +14.5%
86 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,007.0 $394K 0.24% -214.0 -17.5% $391.45 -6.4%
87 GGG GRACO INC Industrials 5,127.0 $388K 0.24% -431.0 -7.8% $75.61 +4.9%
88 SSD SIMPSON MFG INC Industrials 1,850.0 $387K 0.24% -396.0 -17.6% $209.35 -13.0%
89 CDNS CADENCE DESIGN SYSTEM INC Technology 1,028.0 $386K 0.24% -145.0 -12.4% $375.32 -9.3%
90 XEL XCEL ENERGY INC Utilities 4,720.0 $379K 0.23% $80.30 -4.8%
91 PLTR PALANTIR TECHNOLOGIES INC Technology 3,241.0 $378K 0.23% +68.0 +2.1% $116.67 +59.7%
92 PANW PALO ALTO NETWORKS INC Technology 1,103.0 $376K 0.23% NEW $341.02 +9.0%
93 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,195.0 $350K 0.21% +68.0 +6.0% $293.18 +5.1%
94 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 2,944.0 $349K 0.21% -625.0 -17.5% $118.53 -26.7%
95 ORCL ORACLE CORP Technology 2,319.0 $340K 0.21% NEW $146.55 +2.8%
96 VST VISTRA CORP Utilities 2,089.0 $331K 0.20% +221.0 +11.8% $158.63 -13.6%
97 PRI PRIMERICA INC Financial Services 1,156.0 $329K 0.20% -249.0 -17.7% $284.20 +2.2%
98 ABBV ABBVIE INC Healthcare 1,295.0 $326K 0.20% +178.0 +15.9% $251.62 +1.5%
99 TPL TEXAS PACIFIC LAND CORPORATI Energy 739.0 $323K 0.20% +113.0 +18.1% $437.64 -16.7%
100 BX BLACKSTONE INC Financial Services 2,725.0 $321K 0.20% -706.0 -20.6% $117.64 +21.0%
Page 5 of 7  ·  134 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%