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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 9 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 396.0 $382K 0.06% NEW $965.00 -11.9%
162 DGX QUEST DIAGNOSTICS INC Healthcare 1,746.0 $370K 0.06% NEW $211.91 +15.3%
163 SPMD SPDR SER TR 5,440.0 $368K 0.06% -55.0 -1.0% $67.56 -0.4%
164 SPSM SPDR SER TR 6,335.0 $365K 0.06% -396.0 -5.9% $57.67 -0.7%
165 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,954.0 $343K 0.06% NEW $57.62 +16.3%
166 XLF SELECT SECTOR SPDR TR 6,202.0 $332K 0.06% NEW $53.61 +7.2%
167 BE BLOOM ENERGY CORP Industrials 1,093.0 $331K 0.06% NEW $302.56 -33.4%
168 SPIB SPDR SERIES TRUST 9,861.0 $330K 0.06% NEW $33.46 -1.1%
169 OKE ONEOK INC NEW Energy 3,790.0 $329K 0.06% NEW $86.93 +7.4%
170 FIRST TR EXCHNG TRADED FD VI 10,391.0 $324K 0.05% NEW $31.22
171 QQQM INVESCO EXCH TRADED FD TR II 1,056.0 $320K 0.05% NEW $303.09 -3.1%
172 MA MASTERCARD INCORPORATED Financial Services 610.0 $313K 0.05% +128.0 +26.6% $513.46 +13.1%
173 SCHG SCHWAB STRATEGIC TR 8,774.0 $297K 0.05% NEW $33.84 +4.4%
174 PEY INVESCO EXCHANGE TRADED FD T 12,728.0 $295K 0.05% -2K -16.3% $23.18 +8.6%
175 TT TRANE TECHNOLOGIES PLC Industrials 596.0 $293K 0.05% NEW $491.14 -7.7%
176 PLTR PALANTIR TECHNOLOGIES INC Technology 2,505.0 $292K 0.05% -1K -30.2% $116.66 +54.2%
177 FIRST TR EXCHNG TRADED FD VI 8,498.0 $288K 0.05% $33.85
178 VST VISTRA CORP Utilities 1,805.0 $286K 0.05% +162.0 +9.9% $158.63 -14.1%
179 ORCL ORACLE CORP Technology 1,864.0 $273K 0.04% +385.0 +26.0% $146.52 -0.0%
180 VRT VERTIV HOLDINGS CO Industrials 815.0 $273K 0.04% NEW $334.82 -21.8%
Page 9 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%