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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 5 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABBV ABBVIE INC Healthcare 3,306.0 $832K 0.30% NEW $251.67 +4.8%
82 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,102.0 $823K 0.30% NEW $747.03 +2.0%
83 AJG GALLAGHER ARTHUR J & CO Financial Services 3,544.0 $814K 0.30% NEW $229.57 +4.3%
84 CORT CORCEPT THERAPEUTICS INC Healthcare 9,315.0 $810K 0.29% NEW $86.95 +26.8%
85 ATEN A10 NETWORKS INC Technology 21,365.0 $798K 0.29% NEW $37.36 -30.0%
86 SNOW SNOWFLAKE INC Technology 3,132.0 $797K 0.29% NEW $254.50 +30.6%
87 AMGN AMGEN INC Healthcare 2,190.0 $793K 0.29% NEW $362.19 +6.5%
88 CARG CARGURUS INC Consumer Cyclical 23,253.0 $793K 0.29% NEW $34.09 -2.6%
89 FTDR FRONTDOOR INC Consumer Cyclical 10,173.0 $789K 0.29% NEW $77.59 +0.9%
90 COF CAPITAL ONE FINL CORP Financial Services 3,914.0 $785K 0.28% NEW $200.61 +0.9%
91 HCSG HEALTHCARE SVCS GROUP INC Healthcare 31,891.0 $783K 0.28% NEW $24.56 -12.6%
92 CVLT COMMVAULT SYS INC Technology 5,429.0 $769K 0.28% NEW $141.72 +2.0%
93 AVGO BROADCOM INC Technology 2,012.0 $760K 0.28% NEW $377.74 -5.3%
94 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 782.0 $754K 0.27% NEW $964.72 -11.0%
95 MO ALTRIA GROUP INC Consumer Defensive 10,297.0 $741K 0.27% NEW $71.95 -3.4%
96 EXEL EXELIXIS INC Healthcare 13,508.0 $735K 0.27% NEW $54.41 +7.3%
97 ETSY INC 9,669.0 $728K 0.27% NEW $75.33
98 EXTR EXTREME NETWORKS INC Technology 22,395.0 $725K 0.26% NEW $32.37 -31.1%
99 RELY REMITLY GLOBAL INC Technology 31,990.0 $717K 0.26% NEW $22.41 -2.1%
100 EMXC ISHARES INC 6,998.0 $716K 0.26% NEW $102.30 -3.0%
Page 5 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%