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Portfolio (Quarterly) Guide ↗

PRECEDENT WEALTH PARTNERS, LLC

· CIK 0002008666
13F Portfolio $477M AUM 171 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 171 New
Page 4 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAT CATERPILLAR INC Industrials 4,412.0 $2.5M 0.53% NEW $572.89 +50.1%
62 JNJ JOHNSON & JOHNSON Healthcare 12,211.0 $2.5M 0.53% NEW $206.94 +10.6%
63 MCD MCDONALDS CORP Consumer Cyclical 8,055.0 $2.5M 0.52% NEW $305.64 -7.6%
64 VTV VANGUARD INDEX FDS 12,479.0 $2.4M 0.50% NEW $190.99 +8.4%
65 QCOM QUALCOMM INC Technology 13,784.0 $2.4M 0.49% NEW $171.05 +19.1%
66 BLK BLACKROCK INC Financial Services 2,183.0 $2.3M 0.49% NEW $1070.56 -3.2%
67 MRK MERCK & CO INC Healthcare 21,975.0 $2.3M 0.48% NEW $105.26 +6.9%
68 KMI KINDER MORGAN INC DEL Energy 84,092.0 $2.3M 0.48% NEW $27.49 +22.9%
69 VTEB VANGUARD MUN BD FDS 44,319.0 $2.2M 0.47% NEW $50.29 -1.2%
70 DG DOLLAR GEN CORP NEW Consumer Defensive 15,772.0 $2.1M 0.44% NEW $132.77 -20.0%
71 MET METLIFE INC Financial Services 26,378.0 $2.1M 0.44% NEW $78.94 +3.1%
72 LMT LOCKHEED MARTIN CORP Industrials 4,228.0 $2.0M 0.43% NEW $483.73 +9.2%
73 MO ALTRIA GROUP INC Consumer Defensive 34,434.0 $2.0M 0.42% NEW $57.66 +27.9%
74 NVDA NVIDIA CORPORATION Technology 10,507.0 $2.0M 0.41% NEW $186.50 +19.2%
75 KR KROGER CO Consumer Defensive 31,178.0 $1.9M 0.41% NEW $62.48 +9.3%
76 ADP AUTOMATIC DATA PROCESSING IN Industrials 7,411.0 $1.9M 0.40% NEW $257.23 -14.3%
77 DUK DUKE ENERGY CORP NEW Utilities 16,119.0 $1.9M 0.40% NEW $117.21 +4.8%
78 PNC PNC FINL SVCS GROUP INC Financial Services 8,955.0 $1.9M 0.39% NEW $208.73 +2.4%
79 ACN ACCENTURE PLC IRELAND Technology 6,771.0 $1.8M 0.38% NEW $268.29 -34.1%
80 HD HOME DEPOT INC Consumer Cyclical 5,268.0 $1.8M 0.38% NEW $344.07 -12.9%
Page 4 of 9  ·  171 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 26.9%
Financial Services 16.5%
Industrials 10.8%
Healthcare 10.4%
Energy 9.7%
Consumer Defensive 9.5%
Consumer Cyclical 7.7%
Communication Services 4.6%
Utilities 2.6%
Basic Materials 1.2%