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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 13 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XLF SELECT SECTOR SPDR TR 1,089.0 $58K 0.01% $53.61 +8.6%
242 EPR EPR PPTYS Real Estate 1,000.0 $58K 0.01% $58.01 +4.8%
243 XLP SELECT SECTOR SPDR TR 690.0 $57K 0.01% $83.07 +4.1%
244 IYC ISHARES TR 560.0 $57K 0.01% $101.10 +2.0%
245 VGT VANGUARD WORLD FD 472.0 $56K 0.01% +413.0 +700.0% $119.52 -2.0%
246 AFL AFLAC INC Financial Services 472.0 $55K 0.01% $117.27 -0.6%
247 MP MP MATERIALS CORP Basic Materials 976.0 $55K 0.01% $56.01 +6.1%
248 RDVY FIRST TR EXCHANGE TRADED FD 674.0 $55K 0.01% $81.06 +1.3%
249 BB BLACKBERRY LTD Technology 4,275.0 $54K 0.01% NEW $12.65 -38.5%
250 TJX TJX COS INC NEW Consumer Cyclical 353.0 $53K 0.01% +137.0 +63.4% $151.50 -7.5%
251 SPACE EXPLORATION TECHN CORP 303.0 $52K 0.01% NEW $170.61
252 TSEM TOWER SEMICONDUCTOR LTD Technology 198.0 $52K 0.01% -198.0 -50.0% $260.64 -19.2%
253 GM GENERAL MTRS CO Consumer Cyclical 650.0 $50K 0.01% $77.08 +12.6%
254 LIN LINDE PLC Basic Materials 96.0 $50K 0.01% +28.0 +41.2% $518.95 -6.3%
255 ET ENERGY TRANSFER L P Energy 2,600.0 $50K 0.01% $19.12 +10.3%
256 MDT MEDTRONIC PLC Healthcare 628.0 $49K 0.01% $78.23 +17.2%
257 BE BLOOM ENERGY CORP Industrials 160.0 $48K 0.01% $302.70 -28.5%
258 NEBIUS GROUP N.V. 171.0 $47K 0.01% +96.0 +128.0% $275.59
259 RNST RENASANT CORP Financial Services 1,098.0 $47K 0.01% $42.54 -3.6%
260 VXUS VANGUARD STAR FDS 529.0 $45K 0.01% +127.0 +31.6% $85.50 +2.8%
Page 13 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%