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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 13 of 31  ·  601 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 1,250.0 $49K 0.01% -4K -74.8% $39.19 -7.2%
242 GM GENERAL MTRS CO Consumer Cyclical 650.0 $48K 0.01% $74.50 +6.4%
243 MP MP MATERIALS CORP Basic Materials 976.0 $47K 0.01% $48.26 +26.1%
244 RDVY FIRST TR EXCHANGE TRADED FD 674.0 $46K 0.01% $68.28 +15.9%
245 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 115.0 $45K 0.01% +55.0 +91.7% $391.77 +173.2%
246 CRWD CROWDSTRIKE HLDGS INC Technology 115.0 $45K 0.01% $390.42 +75.4%
247 CF CF INDUSTRIES HOLD Basic Materials 345.0 $45K 0.01% $129.84 -20.7%
248 FFIV F5 INC Technology 154.0 $45K 0.01% $289.33 +33.2%
249 AMAT APPLIED MATLS INC Technology 130.0 $44K 0.01% +40.0 +44.4% $341.79 +80.6%
250 ARES ARES MANAGEMENT CORPORATION Financial Services 400.0 $44K 0.01% +140.0 +53.9% $109.10 +18.6%
251 SU SUNCOR ENERGY INC NEW Energy 635.0 $42K 0.01% $66.11 -16.3%
252 ED CONSOLIDATED EDISON INC Utilities 366.0 $41K 0.01% $113.18 -6.0%
253 VGT VANGUARD WORLD FD 59.0 $41K 0.01% $697.73 -82.8%
254 BETZ LISTED FDS TR 2,300.0 $41K 0.01% $17.86 +9.0%
255 AZN ASTRAZENECA PLC Healthcare 207.0 $41K 0.01% NEW $197.22 -11.3%
256 CEF SPROTT ASSET MANAGEMENT LP Financial Services 850.0 $41K 0.01% +50.0 +6.2% $47.72 -9.3%
257 SCZ ISHARES TR 516.0 $40K 0.01% $78.41 +6.6%
258 FNF FIDELITY NATL FINL INC Financial Services 858.0 $40K 0.01% $46.38 +0.9%
259 RNST RENASANT CORP Financial Services 1,098.0 $40K 0.01% $36.13 +15.4%
260 FTV FORTIVE CORP Technology 711.0 $39K 0.01% $55.28 +10.4%
Page 13 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%