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Portfolio (Quarterly) Guide ↗

Atlantic Edge Private Wealth Management, LLC

· CIK 0002011145
13F Portfolio $489M AUM 619 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 54 New 112 Added 89 Reduced 34 Exited
Page 4 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DKS DICKS SPORTING GOODS INC Consumer Cyclical 614.0 $139K 0.03% +79.0 +14.8% $226.73 -41.3%
62 HPQ HP INC Technology 6,205.0 $136K 0.03% +205.0 +3.4% $21.94 +33.0%
63 ASML ASML HLDG NV Technology 67.0 $133K 0.03% +2.0 +3.1% $1989.45 -11.6%
64 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 1,487.0 $129K 0.03% +1K +2874.0% $87.07 +9.1%
65 MCD MCDONALDS CORP Consumer Cyclical 462.0 $125K 0.03% +5.0 +1.1% $270.31 +0.4%
66 BRX BRIXMOR PPTY GROUP INC Real Estate 3,915.0 $123K 0.03% +675.0 +20.8% $31.53 -6.8%
67 BLOCK INC 1,584.0 $120K 0.03% +2K +3068.0% $76.00
68 LOAR LOAR HOLDINGS INC Industrials 1,445.0 $116K 0.02% +305.0 +26.8% $80.61 -8.4%
69 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 386.0 $113K 0.02% +51.0 +15.2% $292.88 +3.9%
70 CAT CATERPILLAR INC Industrials 105.0 $112K 0.02% +35.0 +50.0% $1064.90 -23.7%
71 QQQ INVESCO QQQ TR Financial Services 137.0 $101K 0.02% +20.0 +17.1% $736.40 -3.6%
72 PLTR PALANTIR TECHNOLOGIES INC Technology 800.0 $93K 0.02% +20.0 +2.6% $116.67 +50.5%
73 SNDK SANDISK CORP Technology 40.0 $91K 0.02% +5.0 +14.3% $2273.75 -33.5%
74 GEV GE VERNOVA INC Utilities 68.0 $80K 0.02% +6.0 +9.7% $1174.87 -20.0%
75 VO VANGUARD INDEX FDS 868.0 $70K 0.01% +651.0 +300.0% $80.57 +2.7%
76 NOC NORTHROP GRUMMAN CORP Industrials 136.0 $69K 0.01% +3.0 +2.3% $509.32 +6.9%
77 FFIV F5 INC Technology 162.0 $67K 0.01% +8.0 +5.2% $415.96 -8.0%
78 FNDF SCHWAB STRATEGIC TR 1,257.0 $66K 0.01% +487.0 +63.2% $52.77 +5.7%
79 DELL DELL TECHNOLOGIES INC Technology 140.0 $60K 0.01% +15.0 +12.0% $431.46 +4.8%
80 VGT VANGUARD WORLD FD 472.0 $56K 0.01% +413.0 +700.0% $119.52 -1.8%
Page 4 of 6  ·  112 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 38.4%
Financial Services 19.1%
Industrials 14.6%
Healthcare 8.3%
Communication Services 6.9%
Consumer Cyclical 4.7%
Energy 2.4%
Consumer Defensive 1.8%
Utilities 1.5%
Basic Materials 1.4%