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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 7 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 6,519.0 $652K 0.24% NEW $100.07 -0.3%
122 CPRX CATALYST PHARMACEUTICALS INC Healthcare 20,656.0 $649K 0.24% NEW $31.43 +0.2%
123 IJR ISHARES TR 4,305.0 $638K 0.23% NEW $148.30 -6.3%
124 RAMP LIVERAMP HLDGS INC Technology 16,931.0 $637K 0.23% NEW $37.64 +0.1%
125 DHI D R HORTON INC Consumer Cyclical 3,888.0 $633K 0.23% NEW $162.88 -15.3%
126 AMRIZE LTD 11,830.0 $631K 0.23% NEW $53.30
127 ACADIAN ASSET MANAGEMENT INC 8,790.0 $629K 0.23% NEW $71.52
128 PRDO PERDOCEO ED CORP Consumer Defensive 19,233.0 $615K 0.22% NEW $32.00 +1.7%
129 KGC KINROSS GOLD CORP Basic Materials 25,922.0 $612K 0.22% NEW $23.62 +18.8%
130 EA ELECTRONIC ARTS INC Communication Services 2,974.0 $610K 0.22% NEW $205.05 +2.3%
131 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,582.0 $610K 0.22% NEW $57.62 +9.4%
132 HSY HERSHEY CO Consumer Defensive 3,470.0 $609K 0.22% NEW $175.43 -3.2%
133 CHKP CHECK POINT SOFTWARE TECH LT Technology 4,628.0 $608K 0.22% NEW $131.43 +1.0%
134 ANGLOGOLD ASHANTI PLC 7,505.0 $607K 0.22% NEW $80.89
135 LNG CHENIERE ENERGY INC Energy 2,519.0 $602K 0.22% NEW $239.01 +12.3%
136 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,063.0 $600K 0.22% NEW $290.61 -14.9%
137 AON AON PLC Financial Services 1,802.0 $598K 0.22% NEW $331.69 -10.9%
138 MHH MASTECH HLDGS INC Industrials 77,298.0 $598K 0.22% NEW $7.73 -6.6%
139 XLE SELECT SECTOR SPDR TR 11,187.0 $594K 0.22% NEW $53.11 +21.1%
140 NEM NEWMONT CORP Basic Materials 6,307.0 $589K 0.21% NEW $93.40 +32.1%
Page 7 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%