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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 12 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NOW SERVICENOW INC Technology 750.0 $74K 0.01% -140.0 -15.7% $99.28 +27.9%
222 AGG ISHARES TR 736.0 $73K 0.01% $98.93 -1.0%
223 HAS HASBRO INC Consumer Cyclical 871.0 $72K 0.01% $82.59 +17.1%
224 VO VANGUARD INDEX FDS 868.0 $70K 0.01% +651.0 +300.0% $80.57 +2.7%
225 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 855.0 $69K 0.01% $81.16 -9.4%
226 NOC NORTHROP GRUMMAN CORP Industrials 136.0 $69K 0.01% +3.0 +2.3% $509.32 +6.8%
227 OTIS OTIS WORLDWIDE CORP Industrials 950.0 $68K 0.01% -91.0 -8.7% $71.60 +0.5%
228 FFIV F5 INC Technology 162.0 $67K 0.01% +8.0 +5.2% $415.96 -8.7%
229 VHT VANGUARD WORLD FD 225.0 $67K 0.01% $299.01 +10.1%
230 FNDF SCHWAB STRATEGIC TR 1,257.0 $66K 0.01% +487.0 +63.2% $52.77 +5.8%
231 IWD ISHARES TR 271.0 $66K 0.01% $242.43 +6.4%
232 IYE ISHARES TR 1,140.0 $65K 0.01% $56.59 +17.0%
233 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 200.0 $64K 0.01% $317.53 -8.4%
234 C CITIGROUP INC Financial Services 449.0 $63K 0.01% $139.96 -5.0%
235 FDX FEDEX CORP Industrials 200.0 $63K 0.01% $313.13 +5.1%
236 VRTX VERTEX PHARMACEUTICALS INC Healthcare 125.0 $62K 0.01% $496.74 +11.6%
237 UGI UGI CORP NEW Utilities 1,765.0 $61K 0.01% $34.54 +11.1%
238 DELL DELL TECHNOLOGIES INC Technology 140.0 $60K 0.01% +15.0 +12.0% $431.46 +3.9%
239 APP APPLOVIN CORP Technology 117.0 $60K 0.01% -15.0 -11.4% $515.23 -40.9%
240 VPU VANGUARD WORLD FD 300.0 $59K 0.01% $195.73 -4.2%
Page 12 of 31  ·  619 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%