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Portfolio (Quarterly) Guide ↗

Unique Wealth Strategies, LLC

· CIK 0002009809
13F Portfolio $275M AUM 223 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 223 New
Page 10 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EFX EQUIFAX INC Industrials 2,024.0 $321K 0.12% NEW $158.72 +0.1%
182 BE BLOOM ENERGY CORP Industrials 1,001.0 $303K 0.11% NEW $302.70 -12.2%
183 NKE NIKE INC Consumer Cyclical 7,343.0 $301K 0.11% NEW $41.05 -13.5%
184 TMO THERMO FISHER SCIENTIFIC INC Healthcare 596.0 $299K 0.11% NEW $501.36 +29.9%
185 GS GOLDMAN SACHS GROUP INC Financial Services 295.0 $298K 0.11% NEW $1011.37 -6.9%
186 LLY ELI LILLY & CO Healthcare 247.0 $297K 0.11% NEW $1201.51 -4.1%
187 HYDB ISHARES TR 6,308.0 $295K 0.11% NEW $46.77 -2.0%
188 GEV GE VERNOVA INC Utilities 247.0 $290K 0.11% NEW $1175.35 -20.0%
189 INTC INTEL CORP Technology 2,078.0 $290K 0.10% NEW $139.60 -22.2%
190 MKTX MARKETAXESS HLDGS INC Financial Services 2,506.0 $284K 0.10% NEW $113.49 +44.0%
191 ISHARES TR 5,581.0 $277K 0.10% NEW $49.55
192 CWB SPDR SERIES TRUST 2,487.0 $268K 0.10% NEW $107.82 -5.7%
193 IONQ IONQ INC Technology 4,977.0 $265K 0.10% NEW $53.26 -26.5%
194 AXP AMERICAN EXPRESS CO Financial Services 773.0 $261K 0.10% NEW $338.16 -7.9%
195 VCIT VANGUARD SCOTTSDALE FDS 3,095.0 $256K 0.09% NEW $82.64 -3.6%
196 VXUS VANGUARD STAR FDS 2,974.0 $254K 0.09% NEW $85.50 +0.4%
197 DXCM DEXCOM INC Healthcare 3,764.0 $254K 0.09% NEW $67.35 +32.7%
198 SMH VANECK ETF TRUST 385.0 $253K 0.09% NEW $655.89 -12.6%
199 KO COCA COLA CO Consumer Defensive 2,986.0 $243K 0.09% NEW $81.27 +8.6%
200 CPB THE CAMPBELLS COMPANY Consumer Defensive 10,864.0 $242K 0.09% NEW $22.27 -7.1%
Page 10 of 12  ·  223 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 32.3%
Consumer Cyclical 15.4%
Financial Services 14.3%
Communication Services 11.8%
Healthcare 10.4%
Consumer Defensive 5.1%
Industrials 5.0%
Energy 3.1%
Basic Materials 2.2%
Real Estate 0.3%