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Portfolio (Quarterly) Guide ↗

Atlantic Edge Private Wealth Management, LLC

· CIK 0002011145
13F Portfolio $403M AUM 578 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 578 New
Page 20 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HWM HOWMET AEROSPACE INC Industrials 48.0 $10K 0.00% NEW $205.02 +35.4%
382 TOTALENERGIES SE 150.0 $10K 0.00% NEW $65.42
383 FS SPECIALTY LENDING FD 675.0 $10K 0.00% NEW $14.14
384 SPGI S&P GLOBAL INC Financial Services 18.0 $9K 0.00% NEW $522.61 -21.4%
385 FDS FACTSET RESH SYS INC Financial Services 32.0 $9K 0.00% NEW $290.22 -23.8%
386 OXY OCCIDENTAL PETE CORP Energy 225.0 $9K 0.00% NEW $41.12 +26.0%
387 NU NU HLDGS LTD Financial Services 550.0 $9K 0.00% NEW $16.74 -24.1%
388 GILD GILEAD SCIENCES INC Healthcare 75.0 $9K 0.00% NEW $122.75 +0.8%
389 UBER UBER TECHNOLOGIES INC Technology 110.0 $9K 0.00% NEW $81.72 -12.3%
390 OKLO OKLO INC Utilities 125.0 $9K 0.00% NEW $71.76 -14.8%
391 SAFT SAFETY INS GROUP INC Financial Services 114.0 $9K 0.00% NEW $77.91 -9.5%
392 HST HOST HOTELS & RESORTS INC Real Estate 500.0 $9K 0.00% NEW $17.73 +41.1%
393 RL RALPH LAUREN CORP Consumer Cyclical 25.0 $9K 0.00% NEW $353.64 +16.8%
394 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 100.0 $9K 0.00% NEW $88.21 +24.2%
395 CHWY CHEWY INC Consumer Cyclical 265.0 $9K 0.00% NEW $33.05 -44.9%
396 VOT VANGUARD INDEX FDS 31.0 $9K 0.00% NEW $279.16 +9.7%
397 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 900.0 $9K 0.00% NEW $9.53 +0.7%
398 CORZ CORE SCIENTIFIC INC NEW Technology 575.0 $8K 0.00% NEW $14.56 +100.3%
399 SYF SYNCHRONY FINANCIAL Financial Services 100.0 $8K 0.00% NEW $83.43 -9.8%
400 BHF BRIGHTHOUSE FINL INC Financial Services 126.0 $8K 0.00% NEW $64.79 -2.4%
Page 20 of 29  ·  578 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 33.8%
Financial Services 20.2%
Industrials 12.4%
Healthcare 11.2%
Communication Services 8.7%
Consumer Cyclical 5.7%
Consumer Defensive 2.2%
Energy 2.2%
Utilities 1.6%
Real Estate 1.3%