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Portfolio (Quarterly) Guide ↗

Atlantic Edge Private Wealth Management, LLC

· CIK 0002011145
13F Portfolio $407M AUM 601 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 New 98 Added 82 Reduced 27 Exited
Page 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 APA APA CORPORATION Energy 100.0 $4K 0.00% NEW $42.44 -22.2%
22 AVNS AVANOS MED INC Healthcare 299.0 $4K 0.00% NEW $14.01 +78.0%
23 BLACKROCK ETF TRUST 125.0 $4K 0.00% NEW $32.72
24 NKE NIKE INC Consumer Cyclical 75.0 $4K 0.00% NEW $52.83 -14.4%
25 DFTX DEFINIUM THERAPEUTICS INC Healthcare 193.0 $4K 0.00% NEW $18.90 +29.5%
26 KRMN KARMAN HLDGS INC Industrials 45.0 $4K 0.00% NEW $80.07 -37.1%
27 IREN IREN LIMITED Financial Services 100.0 $3K 0.00% NEW $34.28 +74.9%
28 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 50.0 $3K 0.00% NEW $67.08 +43.1%
29 ENTERGY CORP NEW 25.0 $3K 0.00% NEW $112.36
30 TRIPLE FLAG PRECIOUS METAL 75.0 $3K 0.00% NEW $34.72
31 USTB VICTORY PORTFOLIOS II 50.0 $3K 0.00% NEW $50.58 -0.1%
32 WAT WATERS CORP Healthcare 8.0 $2K 0.00% NEW $297.88 +19.8%
33 OUNZ VANECK MERK GOLD ETF Financial Services 50.0 $2K 0.00% NEW $45.06 -10.0%
34 AUGO AURA MINERALS INC Basic Materials 25.0 $2K 0.00% NEW $81.60 -22.1%
35 ROK ROCKWELL AUTOMATION INC Industrials 5.0 $2K NEW $359.00 +32.0%
36 SIZZLE ACQUISITION CORP. II 165.0 $2K NEW $10.28
37 MU MICRON TECHNOLOGY INC Technology 5.0 $2K NEW $338.00 +235.5%
38 MLPI NEOS ETF TRUST 25.0 $1K NEW $56.64 -4.2%
39 APH AMPHENOL CORP Technology 10.0 $1K NEW $126.40 +29.7%
40 PINNACLE FINL PARTNERS INC 13.0 $1K NEW $86.15
Page 2 of 3  ·  52 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 31.9%
Financial Services 19.6%
Industrials 13.6%
Healthcare 10.8%
Communication Services 8.3%
Consumer Cyclical 6.3%
Energy 3.3%
Consumer Defensive 2.4%
Utilities 1.8%
Real Estate 1.1%