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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 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHOP SHOPIFY INC Technology 4,868.0 $556K 0.09% -191.0 -3.8% $114.18 +30.7%
22 STEL STELLAR BANCORP INC Financial Services 13,717.0 $539K 0.09% -2K -10.6% $39.32 +0.0%
23 VONG VANGUARD SCOTTSDALE FDS 4,143.0 $530K 0.09% -553.0 -11.8% $127.81 -1.4%
24 SPMD SPDR SER TR 5,440.0 $368K 0.06% -55.0 -1.0% $67.56 -0.4%
25 SPSM SPDR SER TR 6,335.0 $365K 0.06% -396.0 -5.9% $57.67 -0.7%
26 PEY INVESCO EXCHANGE TRADED FD T 12,728.0 $295K 0.05% -2K -16.3% $23.18 +8.6%
27 PLTR PALANTIR TECHNOLOGIES INC Technology 2,505.0 $292K 0.05% -1K -30.2% $116.66 +54.2%
28 AFL AFLAC INC Financial Services 2,260.0 $265K 0.04% -2K -41.8% $117.25 -1.0%
29 SYK STRYKER CORPORATION Healthcare 769.0 $242K 0.04% -24.0 -3.0% $314.84 +4.6%
30 JPEM J P MORGAN EXCHANGE TRADED F 3,710.0 $233K 0.04% -1K -21.8% $62.78 +5.4%
31 TCHP T ROWE PRICE ETF INC 4,064.0 $204K 0.03% -10K -71.8% $50.09 +0.4%
Page 2 of 2  ·  31 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%