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Portfolio (Quarterly) Guide ↗

PRECEDENT WEALTH PARTNERS, LLC

· CIK 0002008666
13F Portfolio $601M AUM 207 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 52 New 108 Added 31 Reduced 11 Exited
Page 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RDVY FIRST TR EXCHANGE TRADED FD 27,097.0 $2.2M 0.36% +11K +72.8% $81.06 +1.1%
62 ITW ILLINOIS TOOL WKS INC Industrials 7,991.0 $2.2M 0.36% +923.0 +13.1% $270.46 +4.4%
63 UNH UNITEDHEALTH GROUP INC Healthcare 5,103.0 $2.1M 0.35% +601.0 +13.3% $415.62 -6.1%
64 VXF VANGUARD INDEX FDS 8,517.0 $2.1M 0.35% +3K +64.1% $246.22 -0.3%
65 DG DOLLAR GEN CORP NEW Consumer Defensive 18,132.0 $2.1M 0.35% +2K +10.2% $115.11 +7.2%
66 APD AIR PRODS & CHEMS INC Basic Materials 7,054.0 $2.1M 0.34% +489.0 +7.5% $293.19 +4.1%
67 DFEB FIRST TR EXCHNG TRADED FD VI 40,701.0 $2.1M 0.34% +511.0 +1.3% $50.49 +1.6%
68 FDX FEDEX CORP Industrials 6,342.0 $2.0M 0.33% +534.0 +9.2% $313.13 +3.8%
69 AMZN AMAZON COM INC Consumer Cyclical 8,138.0 $1.9M 0.32% +2K +33.7% $238.35 +8.5%
70 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,571.0 $1.9M 0.32% +592.0 +7.4% $223.96 +25.4%
71 KR KROGER CO Consumer Defensive 33,935.0 $1.9M 0.31% +1K +3.8% $55.53 +4.3%
72 SCHD SCHWAB STRATEGIC TR 59,391.0 $1.9M 0.31% +10K +21.1% $31.71 +10.7%
73 AOS SMITH A O CORP Industrials 29,628.0 $1.9M 0.31% +2K +7.0% $62.72 +0.6%
74 KNG FIRST TR EXCHANGE-TRADED FD 35,807.0 $1.8M 0.30% +2K +5.7% $50.50 +2.7%
75 CSCO CISCO SYS INC Technology 14,867.0 $1.7M 0.29% +7K +90.1% $117.46 -5.5%
76 GOOGL ALPHABET INC Communication Services 4,841.0 $1.7M 0.29% +318.0 +7.0% $357.40 -3.5%
77 GOOG ALPHABET INC 4,861.0 $1.7M 0.29% +2K +59.6% $353.29
78 SPY SPDR S&P 500 ETF TR Financial Services 2,294.0 $1.7M 0.28% +245.0 +12.0% $746.87 +2.5%
79 WEC WEC ENERGY GROUP INC Utilities 14,337.0 $1.7M 0.28% +1K +10.6% $116.77 -9.2%
80 CMI CUMMINS INC Industrials 2,039.0 $1.5M 0.24% +116.0 +6.0% $713.21 -17.6%
Page 4 of 6  ·  108 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 30.5%
Financial Services 15.5%
Industrials 12.0%
Healthcare 11.1%
Consumer Cyclical 8.9%
Consumer Defensive 8.5%
Energy 5.7%
Communication Services 3.4%
Utilities 2.9%
Basic Materials 1.2%