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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 19 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ALL ALLSTATE CORP Financial Services 75.0 $18K 0.00% $237.95 +8.3%
362 BKNG BOOKING HOLDINGS INC Consumer Cyclical 100.0 $18K 0.00% +98.0 +4900.0% $178.24 +19.9%
363 EMR EMERSON ELEC CO Industrials 122.0 $17K 0.00% $143.16 +9.2%
364 CMCSA COMCAST CORP NEW Communication Services 702.0 $17K 0.00% +100.0 +16.6% $24.55 +10.8%
365 RALLIANT CORP 234.0 $17K 0.00% $73.63
366 VAW VANGUARD WORLD FD 75.0 $17K 0.00% -10.0 -11.8% $228.80 +4.8%
367 PFE PFIZER INC Healthcare 692.0 $17K 0.00% $24.08 +17.9%
368 PEP PEPSICO INC Consumer Defensive 122.0 $17K 0.00% $135.40 +5.5%
369 RKLB ROCKET LAB CORP Industrials 160.0 $16K 0.00% +10.0 +6.7% $101.65 -33.7%
370 LUNR INTUITIVE MACHINES INC Industrials 750.0 $16K 0.00% +25.0 +3.5% $21.39 -22.2%
371 XOP SPDR SERIES TRUST 100.0 $15K 0.00% $154.26 +19.3%
372 IWO ISHARES TR 39.0 $15K 0.00% $393.97 -2.3%
373 FEDEX FGHT HLDG CO INC 100.0 $15K 0.00% NEW $151.00
374 IRIDIUM COMMUNICATIONS INC 275.0 $15K 0.00% NEW $54.85
375 CVR PARTNERS LP/CVR NITROGEN 135.0 $15K 0.00% $111.48
376 AAOI APPLIED OPTOELECTRONICS INC Technology 100.0 $15K 0.00% NEW $148.16 -24.3%
377 CORZ CORE SCIENTIFIC INC NEW Technology 575.0 $15K 0.00% $25.59 -29.6%
378 HIG HARTFORD INSURANCE GROUP INC Financial Services 111.0 $15K 0.00% $132.52 +4.1%
379 KEYS KEYSIGHT TECHNOLOGIES INC Technology 42.0 $15K 0.00% -472.0 -91.8% $350.07 -9.0%
380 VEU VANGUARD INTL EQUITY INDEX F 175.0 $15K 0.00% $83.75 +2.6%
Page 19 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%