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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 3 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 1,473.0 $201K 0.04% -45.0 -3.0% $136.72 +20.0%
42 GLW CORNING INC Technology 769.0 $196K 0.04% -228.0 -22.9% $255.51 -43.0%
43 FISV FISERV INC Technology 3,700.0 $181K 0.04% -11K -74.1% $49.05 +8.0%
44 VLTO VERALTO CORP Industrials 2,036.0 $181K 0.04% -85.0 -4.0% $88.68 +12.1%
45 ABT ABBOTT LABORATORIES Healthcare 1,904.0 $173K 0.04% -1K -37.4% $90.74 +28.6%
46 CARR CARRIER GLOBAL CORPORATION Industrials 2,171.0 $159K 0.03% -312.0 -12.6% $73.35 -18.2%
47 UNILEVER PLC 2,585.0 $155K 0.03% -444.0 -14.7% $60.12
48 AEM AGNICO EAGLE MINES LTD Basic Materials 951.0 $148K 0.03% -80.0 -7.8% $155.13 +40.5%
49 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 156.0 $146K 0.03% -6.0 -3.7% $935.47 +3.8%
50 BA BOEING CO Industrials 664.0 $144K 0.03% -5.0 -0.8% $216.47 -2.8%
51 AZO AUTOZONE INC Consumer Cyclical 36.0 $115K 0.02% -2.0 -5.3% $3195.94 -5.8%
52 GLNG GOLAR LNG LTD Energy 2,208.0 $110K 0.02% -31.0 -1.4% $49.85 +3.1%
53 VGK VANGUARD INTL EQUITY INDEX F 1,237.0 $110K 0.02% -189.0 -13.2% $88.54 +4.6%
54 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 110.0 $106K 0.02% -5.0 -4.3% $965.00 -17.7%
55 TFC TRUIST FINL CORP Financial Services 2,060.0 $103K 0.02% -236.0 -10.3% $49.82 +2.0%
56 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,650.0 $95K 0.02% -42.0 -2.5% $57.62 +16.8%
57 TSLA TESLA INC Consumer Cyclical 207.0 $87K 0.02% -20.0 -8.8% $420.60 -17.0%
58 CLS CELESTICA INC Technology 235.0 $86K 0.02% -201.0 -46.1% $364.80 -19.3%
59 SLV ISHARES SILVER TR Financial Services 1,575.0 $84K 0.02% -25.0 -1.6% $53.47 +16.3%
60 TGT TARGET CORP Consumer Defensive 638.0 $83K 0.02% -25.0 -3.8% $130.61 +30.1%
Page 3 of 5  ·  89 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%