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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 8 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QRVO QORVO INC Technology 6,259.0 $584K 0.21% NEW $93.28 +25.6%
142 OMC OMNICOM GROUP INC Communication Services 8,005.0 $583K 0.21% NEW $72.83 +5.1%
143 UBER UBER TECHNOLOGIES INC Technology 8,062.0 $582K 0.21% NEW $72.16 -2.3%
144 WBD WARNER BROS DISCOVERY INC Communication Services 21,444.0 $572K 0.21% NEW $26.66 +4.3%
145 FNDE SCHWAB STRATEGIC TR 14,165.0 $562K 0.20% NEW $39.68 +6.6%
146 IUSV ISHARES TR 5,052.0 $556K 0.20% NEW $110.15 +1.8%
147 COCO VITA COCO CO INC Consumer Defensive 8,305.0 $549K 0.20% NEW $66.14 -15.6%
148 ROST ROSS STORES INC Consumer Cyclical 2,578.0 $549K 0.20% NEW $212.87 +6.5%
149 PEP PEPSICO INC Consumer Defensive 4,021.0 $544K 0.20% NEW $135.41 -4.2%
150 HCA HCA HEALTHCARE INC Healthcare 1,379.0 $538K 0.20% NEW $389.87 +9.7%
151 SLB SLB LIMITED Energy 10,913.0 $507K 0.18% NEW $46.49 +10.0%
152 CIEN CIENA CORP Technology 1,031.0 $506K 0.18% NEW $490.56 -28.9%
153 MPWR MONOLITHIC PWR SYS INC Technology 366.0 $505K 0.18% NEW $1381.05 -11.8%
154 TYL TYLER TECHNOLOGIES INC Technology 1,706.0 $499K 0.18% NEW $292.46 +15.4%
155 SAP SAP SE Technology 3,135.0 $483K 0.18% NEW $154.11 +35.9%
156 OXY OCCIDENTAL PETE CORP Energy 9,917.0 $482K 0.17% NEW $48.57 +21.1%
157 CART MAPLEBEAR INC Consumer Cyclical 10,143.0 $480K 0.17% NEW $47.35 -4.2%
158 AMD ADVANCED MICRO DEVICES INC Technology 821.0 $477K 0.17% NEW $580.91 -3.6%
159 FERG FERGUSON ENTERPRISES INC Industrials 1,975.0 $469K 0.17% NEW $237.33 -9.6%
160 SCHR SCHWAB STRATEGIC TR 18,692.0 $461K 0.17% NEW $24.66 -3.0%
Page 8 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%