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Portfolio (Quarterly) Guide ↗

Atlantic Edge Private Wealth Management, LLC

· CIK 0002011145
13F Portfolio $403M AUM 578 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 578 New
Page 17 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FCX FREEPORT-MCMORAN INC Basic Materials 350.0 $18K 0.00% NEW $50.79 +35.2%
322 VAW VANGUARD WORLD FD 85.0 $18K 0.00% NEW $207.55 +12.9%
323 PEP PEPSICO INC Consumer Defensive 122.0 $18K 0.00% NEW $143.52 -1.0%
324 CB CHUBB LIMITED Financial Services 56.0 $17K 0.00% NEW $312.12 +3.6%
325 WULF TERAWULF INC Financial Services 1,500.0 $17K 0.00% NEW $11.49 +152.2%
326 PFE PFIZER INC Healthcare 692.0 $17K 0.00% NEW $24.90 +1.2%
327 KKR KKR & CO INC Financial Services 130.0 $17K 0.00% NEW $127.48 -23.9%
328 NVO NOVO-NORDISK A S Healthcare 325.0 $17K 0.00% NEW $50.88 -15.1%
329 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 60.0 $17K 0.00% NEW $275.40 +288.6%
330 ASTS AST SPACEMOBILE INC Technology 225.0 $16K 0.00% NEW $72.63 +11.1%
331 EMR EMERSON ELEC CO Industrials 122.0 $16K 0.00% NEW $132.72 +13.5%
332 GWW WW GRAINGER INC Industrials 16.0 $16K 0.00% NEW $1009.06 +35.3%
333 FNDF SCHWAB STRATEGIC TR 356.0 $16K 0.00% NEW $45.21 +19.7%
334 NRG NRG ENERGY INC Utilities 100.0 $16K 0.00% NEW $159.24 -15.2%
335 QBTS D-WAVE QUANTUM INC Technology 600.0 $16K 0.00% NEW $26.15 -5.6%
336 ALL ALLSTATE CORP Financial Services 75.0 $16K 0.00% NEW $208.16 +6.2%
337 MLM MARTIN MARIETTA MATLS INC Basic Materials 25.0 $16K 0.00% NEW $622.68 -2.2%
338 HIG HARTFORD INSURANCE GROUP INC Financial Services 111.0 $15K 0.00% NEW $137.80 -6.9%
339 EBAY EBAY INC. Consumer Cyclical 172.0 $15K 0.00% NEW $87.10 +24.3%
340 DKS DICKS SPORTING GOODS INC Consumer Cyclical 75.0 $15K 0.00% NEW $197.97 +17.7%
Page 17 of 29  ·  578 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 33.8%
Financial Services 20.2%
Industrials 12.4%
Healthcare 11.2%
Communication Services 8.7%
Consumer Cyclical 5.7%
Consumer Defensive 2.2%
Energy 2.2%
Utilities 1.6%
Real Estate 1.3%