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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 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PAGP PLAINS GP HLDGS L P Energy 16,837.0 $409K 0.07% NEW $24.27 +10.6%
22 BOEING CO 5,721.0 $385K 0.06% NEW $67.30
23 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 396.0 $382K 0.06% NEW $965.00 -11.9%
24 DGX QUEST DIAGNOSTICS INC Healthcare 1,746.0 $370K 0.06% NEW $211.91 +15.3%
25 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,954.0 $343K 0.06% NEW $57.62 +16.3%
26 XLF SELECT SECTOR SPDR TR 6,202.0 $332K 0.06% NEW $53.61 +7.2%
27 BE BLOOM ENERGY CORP Industrials 1,093.0 $331K 0.06% NEW $302.56 -33.4%
28 SPIB SPDR SERIES TRUST 9,861.0 $330K 0.06% NEW $33.46 -1.1%
29 OKE ONEOK INC NEW Energy 3,790.0 $329K 0.06% NEW $86.93 +7.4%
30 FIRST TR EXCHNG TRADED FD VI 10,391.0 $324K 0.05% NEW $31.22
31 QQQM INVESCO EXCH TRADED FD TR II 1,056.0 $320K 0.05% NEW $303.09 -3.1%
32 SCHG SCHWAB STRATEGIC TR 8,774.0 $297K 0.05% NEW $33.84 +4.4%
33 TT TRANE TECHNOLOGIES PLC Industrials 596.0 $293K 0.05% NEW $491.14 -7.7%
34 VRT VERTIV HOLDINGS CO Industrials 815.0 $273K 0.04% NEW $334.82 -21.8%
35 STWD STARWOOD PPTY TR INC Real Estate 16,431.0 $269K 0.04% NEW $16.38 +0.0%
36 PFE PFIZER INC Healthcare 11,016.0 $265K 0.04% NEW $24.08 +16.6%
37 DAPR FIRST TR EXCHNG TRADED FD VI 6,393.0 $261K 0.04% NEW $40.88 +1.6%
38 FIRST TR EXCHNG TRADED FD VI 7,554.0 $254K 0.04% NEW $33.60
39 ANNALY CAPITAL MANAGEMENT IN 11,211.0 $251K 0.04% NEW $22.36
40 TPL TEXAS PACIFIC LAND CORPORATI Energy 571.0 $250K 0.04% NEW $437.64 -12.3%
Page 2 of 3  ·  52 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%