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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 18 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WPM WHEATON PRECIOUS METALS CORP Basic Materials 125.0 $15K 0.00% NEW $117.52 +4.3%
342 TDG TRANSDIGM GROUP INC Industrials 11.0 $15K 0.00% NEW $1329.91 -0.1%
343 IGM ISHARES TR 110.0 $14K 0.00% NEW $129.16 +27.4%
344 WFC WELLS FARGO CO NEW Financial Services 150.0 $14K 0.00% NEW $93.20 -11.8%
345 BE BLOOM ENERGY CORP Industrials 160.0 $14K 0.00% NEW $86.89 +278.5%
346 CVR PARTNERS LP 135.0 $14K 0.00% NEW $102.50
347 SYM SYMBOTIC INC Industrials 225.0 $13K 0.00% NEW $59.50 -30.0%
348 CDW CDW CORP Technology 97.0 $13K 0.00% NEW $136.21 -5.8%
349 VOD VODAFONE GROUP PLC NEW Communication Services 1,000.0 $13K 0.00% NEW $13.21 +8.3%
350 VEU VANGUARD INTL EQUITY INDEX F 175.0 $13K 0.00% NEW $73.56 +15.4%
351 AGNC AGNC INVT CORP Real Estate 1,200.0 $13K 0.00% NEW $10.72 -3.2%
352 CAR AVIS BUDGET GROUP Industrials 100.0 $13K 0.00% NEW $128.32 +46.8%
353 XOP SPDR SERIES TRUST 100.0 $13K 0.00% NEW $126.26 +21.5%
354 BDX BECTON DICKINSON & CO Healthcare 65.0 $13K 0.00% NEW $194.08 -25.8%
355 IWO ISHARES TR 39.0 $13K 0.00% NEW $323.03 +20.4%
356 DELL DELL TECHNOLOGIES INC Technology 100.0 $13K 0.00% NEW $125.88 +225.3%
357 IONQ IONQ INC Technology 280.0 $13K 0.00% NEW $44.87 +26.0%
358 KR KROGER CO Consumer Defensive 200.0 $12K 0.00% NEW $62.48 -9.4%
359 RALLIANT CORP 234.0 $12K 0.00% NEW $50.91
360 SCHM SCHWAB STRATEGIC TR 393.0 $12K 0.00% NEW $30.07 +20.0%
Page 18 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%