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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 10 of 31  ·  601 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CEG CONSTELLATION ENERGY CORP Utilities 371.0 $104K 0.03% -35.0 -8.6% $279.25 -1.9%
182 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,692.0 $103K 0.03% +42.0 +2.5% $60.65 -11.0%
183 AEM PUT AGNICO EAGLE MINES LTD Basic Materials 500.0 $101K 0.03% $202.98 -17.9%
184 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 335.0 $97K 0.02% +170.0 +103.0% $290.49 -3.5%
185 WYNN WYNN RESORTS LTD Consumer Cyclical 930.0 $94K 0.02% +350.0 +60.3% $101.55 +3.9%
186 IYF ISHARES TR 800.0 $94K 0.02% -25.0 -3.0% $117.66 +8.5%
187 BRX BRIXMOR PPTY GROUP INC Real Estate 3,240.0 $93K 0.02% +2K +103.8% $28.80 +7.3%
188 NOW SERVICENOW INC Technology 890.0 $93K 0.02% +815.0 +1086.7% $104.55 -9.1%
189 KTB KONTOOR BRANDS INC Consumer Cyclical 1,305.0 $92K 0.02% +730.0 +127.0% $70.29 +11.2%
190 HSY HERSHEY CO Consumer Defensive 440.0 $91K 0.02% +210.0 +91.3% $207.89 -17.0%
191 NOC NORTHROP GRUMMAN CORP Industrials 133.0 $91K 0.02% $682.24 -23.6%
192 IYM ISHARES TR 490.0 $86K 0.02% $175.92 +5.4%
193 ASML ASML HLDG NV Technology 65.0 $86K 0.02% +8.0 +14.0% $1320.83 +46.1%
194 TSLA TESLA INC Consumer Cyclical 227.0 $84K 0.02% $371.75 +7.7%
195 DTE DTE ENERGY CO Utilities 570.0 $83K 0.02% -85.0 -13.0% $146.22 +0.9%
196 HAS HASBRO INC Consumer Cyclical 871.0 $82K 0.02% -50.0 -5.4% $93.60 -9.5%
197 TGT TARGET CORP Consumer Defensive 663.0 $80K 0.02% $121.20 +7.9%
198 OTIS OTIS WORLDWIDE CORP Industrials 1,041.0 $80K 0.02% $77.08 -4.9%
199 BK BANK NEW YORK MELLON CORP Financial Services 658.0 $78K 0.02% $118.63 +19.6%
200 IYK ISHARES TR 1,110.0 $78K 0.02% -15.0 -1.3% $70.03 +2.2%
Page 10 of 31  ·  601 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%