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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 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CBRE CBRE GROUP INC Real Estate 11,485.0 $1.6M 0.38% -151.0 -1.3% $135.46 -2.9%
22 IBM INTERNATIONAL BUSINESS MACHS Technology 5,506.0 $1.3M 0.33% -3K -38.7% $242.39 +2.8%
23 INCY INCYTE CORP Healthcare 14,160.0 $1.3M 0.33% -356.0 -2.5% $94.12 +4.4%
24 SYK STRYKER CORPORATION Healthcare 3,923.0 $1.3M 0.32% -2K -28.4% $328.59 -6.3%
25 EFV ISHARES TR 15,995.0 $1.2M 0.29% -745.0 -4.5% $74.35 +3.1%
26 ROP ROPER TECHNOLOGIES INC Industrials 3,047.0 $1.1M 0.27% -47.0 -1.5% $353.86 -6.7%
27 VTI VANGUARD INDEX FDS 2,811.0 $902K 0.22% -236.0 -7.8% $320.84 +15.3%
28 DIS DISNEY WALT CO Communication Services 8,822.0 $850K 0.21% -2K -16.2% $96.38 +7.8%
29 FISV FISERV INC Technology 14,270.0 $796K 0.20% -820.0 -5.4% $55.80 -14.2%
30 CVS CVS HEALTH CORP Healthcare 9,115.0 $655K 0.16% -125.0 -1.4% $71.82 +36.9%
31 SHM SPDR SERIES TRUST 13,396.0 $641K 0.16% -250.0 -1.8% $47.83 +0.2%
32 AMZN AMAZON COM INC Consumer Cyclical 2,703.0 $563K 0.14% -173.0 -6.0% $208.27 +17.3%
33 VOO VANGUARD INDEX FDS 937.0 $560K 0.14% -1K -60.2% $597.55 +15.2%
34 ABBV ABBVIE INC Healthcare 2,416.0 $526K 0.13% -25.0 -1.0% $217.52 -0.4%
35 HD HOME DEPOT INC Consumer Cyclical 1,498.0 $493K 0.12% -15.0 -1.0% $328.86 +1.6%
36 PCAR PACCAR INC Industrials 3,831.0 $442K 0.11% -60.0 -1.5% $115.50 +3.0%
37 IWM ISHARES TR 1,145.0 $284K 0.07% -55.0 -4.6% $248.00 +19.2%
38 IGSB ISHARES TR 4,865.0 $256K 0.06% -1K -19.8% $52.56 -0.5%
39 WMT WALMART INC Consumer Defensive 2,012.0 $250K 0.06% -390.0 -16.2% $124.28 -4.9%
40 AMLP ALPS ETF TR 4,005.0 $211K 0.05% -72.0 -1.8% $52.64 -3.7%
Page 2 of 5  ·  82 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%