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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 6 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QCOM QUALCOMM INC Technology 115.0 $21K 0.00% +5.0 +4.5% $184.79 -13.5%
102 APH AMPHENOL CORP Technology 117.0 $21K 0.00% +107.0 +1070.0% $176.32 -10.6%
103 BSX BOSTON SCIENTIFIC CORP Healthcare 483.0 $21K 0.00% +238.0 +97.1% $42.68 +15.8%
104 STM STMICROELECTRONICS N V Technology 275.0 $21K 0.00% +175.0 +175.0% $74.89 -34.0%
105 BKNG BOOKING HOLDINGS INC Consumer Cyclical 100.0 $18K 0.00% +98.0 +4900.0% $178.24 +19.9%
106 CMCSA COMCAST CORP NEW Communication Services 702.0 $17K 0.00% +100.0 +16.6% $24.55 +10.8%
107 RKLB ROCKET LAB CORP Industrials 160.0 $16K 0.00% +10.0 +6.7% $101.65 -33.7%
108 LUNR INTUITIVE MACHINES INC Industrials 750.0 $16K 0.00% +25.0 +3.5% $21.39 -22.2%
109 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 132.0 $12K 0.00% +2.0 +1.5% $88.61 -37.1%
110 IREN IREN LIMITED Financial Services 150.0 $7K 0.00% +50.0 +50.0% $45.73 -7.7%
111 UEC URANIUM ENERGY CORP Energy 400.0 $4K 0.00% +200.0 +100.0% $10.66 +25.4%
112 SOFI SOFI TECHNOLOGIES INC Financial Services 150.0 $3K 0.00% +100.0 +200.0% $17.93 +5.1%
Page 6 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%