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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 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LLY ELI LILLY & CO Healthcare 377.0 $452K 0.07% +56.0 +17.4% $1199.43 +4.6%
102 PEP PEPSICO INC Consumer Defensive 3,304.0 $447K 0.07% +326.0 +10.9% $135.40 +6.0%
103 PG PROCTER AND GAMBLE CO Consumer Defensive 2,965.0 $435K 0.07% +1K +87.5% $146.66 -1.3%
104 MA MASTERCARD INCORPORATED Financial Services 610.0 $313K 0.05% +128.0 +26.6% $513.46 +13.1%
105 VST VISTRA CORP Utilities 1,805.0 $286K 0.05% +162.0 +9.9% $158.63 -14.1%
106 ORCL ORACLE CORP Technology 1,864.0 $273K 0.04% +385.0 +26.0% $146.52 -0.0%
107 NFLX NETFLIX INC Communication Services 3,210.0 $229K 0.04% +547.0 +20.5% $71.40 +11.5%
108 GLD SPDR GOLD TR Financial Services 568.0 $209K 0.04% +17.0 +3.1% $368.38 +14.9%
Page 6 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%