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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 18 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SCHG SCHWAB STRATEGIC TR 609.0 $21K 0.00% $33.87 +4.1%
342 BSX BOSTON SCIENTIFIC CORP Healthcare 483.0 $21K 0.00% +238.0 +97.1% $42.68 +17.0%
343 STM STMICROELECTRONICS N V Technology 275.0 $21K 0.00% +175.0 +175.0% $74.89 -34.0%
344 LITE LUMENTUM HLDGS INC Technology 24.0 $21K 0.00% NEW $858.08 +1.9%
345 EFG ISHARES TR 165.0 $21K 0.00% -25.0 -13.2% $124.42 +1.3%
346 MELI MERCADOLIBRE INC Consumer Cyclical 12.0 $20K 0.00% NEW $1697.42 +17.5%
347 FLEX FLEX LTD Technology 125.0 $20K 0.00% NEW $162.07 -33.2%
348 BLK BLACKROCK INC Financial Services 21.0 $20K 0.00% $961.57 +22.6%
349 DECK DECKERS OUTDOOR CORP Consumer Cyclical 200.0 $20K 0.00% -25.0 -11.1% $99.29 -10.6%
350 VFH VANGUARD WORLD FD 150.0 $20K 0.00% $131.60 +8.2%
351 J JACOBS SOLUTIONS INC Industrials 155.0 $20K 0.00% $126.00 +19.8%
352 MCO MOODYS CORP Financial Services 43.0 $19K 0.00% $452.93 +13.3%
353 ADP AUTOMATIC DATA PROCESSING IN Industrials 86.0 $19K 0.00% $223.95 +26.2%
354 EBAY EBAY INC. Consumer Cyclical 172.0 $19K 0.00% $111.75 -5.1%
355 ANET ARISTA NETWORKS INC Technology 113.0 $19K 0.00% NEW $169.88 +11.7%
356 CB CHUBB LIMITED Financial Services 56.0 $19K 0.00% $340.75 +0.5%
357 INTU INTUIT Technology 73.0 $19K 0.00% $261.00 +37.1%
358 SCHW SCHWAB CHARLES CORP Financial Services 200.0 $18K 0.00% $92.27 +22.4%
359 OXY OCCIDENTAL PETE CORP Energy 377.0 $18K 0.00% $48.57 +21.5%
360 IGM ISHARES TR 110.0 $18K 0.00% $163.58 -3.7%
Page 18 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%