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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 8 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MU MICRON TECHNOLOGY INC Technology 469.0 $541K 0.09% NEW $1154.29 -16.2%
142 STEL STELLAR BANCORP INC Financial Services 13,717.0 $539K 0.09% -2K -10.6% $39.32 +0.0%
143 TJX TJX COS INC NEW Consumer Cyclical 3,503.0 $531K 0.09% NEW $151.49 -7.2%
144 VONG VANGUARD SCOTTSDALE FDS 4,143.0 $530K 0.09% -553.0 -11.8% $127.81 -1.4%
145 VGT VANGUARD WORLD FD 4,376.0 $523K 0.09% NEW $119.52 -0.9%
146 FIRST TR EXCHNG TRADED FD VI 15,803.0 $520K 0.09% +5K +45.1% $32.91
147 COST COSTCO WHSL CORP NEW Consumer Defensive 503.0 $471K 0.08% +50.0 +11.0% $935.47 +1.3%
148 SCHB SCHWAB STRATEGIC TR 15,879.0 $460K 0.08% +1K +9.3% $28.96 +2.2%
149 MS MORGAN STANLEY Financial Services 2,183.0 $456K 0.08% +445.0 +25.6% $209.04 +2.5%
150 EES WISDOMTREE TR 6,728.0 $456K 0.08% $67.79 +1.0%
151 LLY ELI LILLY & CO Healthcare 377.0 $452K 0.07% +56.0 +17.4% $1199.43 +4.6%
152 WPC WP CAREY INC Real Estate 6,307.0 $451K 0.07% NEW $71.51 -0.4%
153 PEP PEPSICO INC Consumer Defensive 3,304.0 $447K 0.07% +326.0 +10.9% $135.40 +6.0%
154 BX BLACKSTONE INC Financial Services 3,768.0 $443K 0.07% NEW $117.66 +21.9%
155 TXN TEXAS INSTRS INC Technology 1,482.0 $442K 0.07% NEW $298.10 -11.3%
156 PG PROCTER AND GAMBLE CO Consumer Defensive 2,965.0 $435K 0.07% +1K +87.5% $146.66 -1.3%
157 CASY CASEYS GEN STORES INC Consumer Cyclical 536.0 $426K 0.07% NEW $795.05 +5.1%
158 ARCC ARES CAPITAL CORP Financial Services 22,846.0 $423K 0.07% NEW $18.53 +7.5%
159 PAGP PLAINS GP HLDGS L P Energy 16,837.0 $409K 0.07% NEW $24.27 +10.6%
160 BOEING CO 5,721.0 $385K 0.06% NEW $67.30
Page 8 of 11  ·  207 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%