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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 3 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APTIV PLC 32,290.0 $2.5M 0.61% NEW $76.09
42 WAB WABTEC Industrials 10,979.0 $2.3M 0.58% NEW $213.45 +27.4%
43 ETN EATON CORP PLC Industrials 7,313.0 $2.3M 0.58% NEW $318.53 +32.4%
44 BAC BANK AMERICA CORP Financial Services 42,262.0 $2.3M 0.58% NEW $55.00 +2.2%
45 XMHQ INVESCO EXCHANGE TRADED FD T 22,343.0 $2.3M 0.57% NEW $102.42 +8.1%
46 DHR DANAHER CORPORATION Healthcare 9,769.0 $2.2M 0.56% NEW $228.92 -22.6%
47 DHI D R HORTON INC Consumer Cyclical 15,257.0 $2.2M 0.55% NEW $144.03 +9.6%
48 AMP AMERIPRISE FINL INC Financial Services 4,353.0 $2.1M 0.53% NEW $490.36 -4.7%
49 SYK STRYKER CORPORATION Healthcare 5,479.0 $1.9M 0.48% NEW $351.46 -12.4%
50 NVT NVENT ELECTRIC PLC Industrials 18,863.0 $1.9M 0.48% NEW $101.97 +73.6%
51 SPY SPDR S&P 500 ETF TR Financial Services 2,796.0 $1.9M 0.47% NEW $681.93 +9.5%
52 CBRE CBRE GROUP INC Real Estate 11,636.0 $1.9M 0.47% NEW $160.78 -18.2%
53 AEP AMERICAN ELEC PWR CO INC Utilities 15,361.0 $1.8M 0.44% NEW $115.31 +10.7%
54 DRI DARDEN RESTAURANTS INC Consumer Cyclical 8,705.0 $1.6M 0.40% NEW $184.03 +16.0%
55 UNP UNION PAC CORP Industrials 6,484.0 $1.5M 0.37% NEW $231.32 +11.0%
56 VOO VANGUARD INDEX FDS 2,356.0 $1.5M 0.37% NEW $627.13 +9.7%
57 VIG VANGUARD SPECIALIZED FUNDS 6,705.0 $1.5M 0.37% NEW $219.79 +7.0%
58 INCY INCYTE CORP Healthcare 14,516.0 $1.4M 0.36% NEW $98.77 -0.6%
59 NFLX NETFLIX INC Communication Services 15,290.0 $1.4M 0.36% NEW $93.76 -17.5%
60 ROP ROPER TECHNOLOGIES INC Industrials 3,094.0 $1.4M 0.34% NEW $445.07 -25.8%
Page 3 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%