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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 20 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SCHM SCHWAB STRATEGIC TR 393.0 $14K 0.00% $36.87 -2.7%
382 PAA PLAINS ALL AMERN PIPELINE L Energy 650.0 $14K 0.00% $22.26 +11.0%
383 QBTS D-WAVE QUANTUM INC Technology 600.0 $14K 0.00% $23.99 -19.3%
384 WPM WHEATON PRECIOUS METALS CORP Basic Materials 125.0 $14K 0.00% $112.32 +45.8%
385 XLE SELECT SECTOR SPDR TR 260.0 $14K 0.00% $53.11 +16.9%
386 IONQ IONQ INC Technology 250.0 $13K 0.00% $53.26 -21.0%
387 KNTK KINETIK HOLDINGS INC Energy 275.0 $13K 0.00% $48.34 +12.2%
388 VOD VODAFONE GROUP PLC Communication Services 1,000.0 $13K 0.00% $13.22 +22.0%
389 NVO NOVO-NORDISK A S Healthcare 275.0 $13K 0.00% $47.94 +1.5%
390 AGNC AGNC INVT CORP Real Estate 1,200.0 $13K 0.00% $10.90 +0.1%
391 HWM HOWMET AEROSPACE INC Industrials 48.0 $13K 0.00% $268.88 -1.8%
392 ING ING GROEP N.V. Financial Services 400.0 $13K 0.00% $31.38 +12.5%
393 WFC WELLS FARGO & CO Financial Services 150.0 $12K 0.00% $82.64 +2.6%
394 INGR INGREDION INC Consumer Defensive 130.0 $12K 0.00% -4K -97.1% $94.72 +10.9%
395 CIEN CIENA CORP Technology 25.0 $12K 0.00% $490.56 -21.0%
396 VOE VANGUARD INDEX FDS 61.0 $12K 0.00% $197.61 +5.7%
397 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 125.0 $12K 0.00% $95.98 +24.4%
398 KKR KKR & CO INC 130.0 $12K 0.00% $91.78
399 HST HOST HOTELS & RESORTS INC Real Estate 500.0 $12K 0.00% $23.71 -3.0%
400 AWK AMERICAN WTR WKS CO INC NEW Utilities 90.0 $12K 0.00% $131.59 +4.6%
Page 20 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%