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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 21 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 UBS UBS GROUP AG Financial Services 175.0 $8K 0.00% NEW $46.31 +9.7%
402 VRT VERTIV HOLDINGS CO Industrials 50.0 $8K 0.00% NEW $162.02 +105.6%
403 T AT&T INC Communication Services 325.0 $8K 0.00% NEW $24.84 -11.4%
404 RCAT RED CAT HLDGS INC Technology 1,000.0 $8K 0.00% NEW $7.93 +44.3%
405 VBR VANGUARD INDEX FDS 37.0 $8K 0.00% NEW $211.81 +12.6%
406 XLI SELECT SECTOR SPDR TR 50.0 $8K 0.00% NEW $155.12 +16.6%
407 PSX PHILLIPS 66 Energy 60.0 $8K 0.00% NEW $129.05 +28.7%
408 IWN ISHARES TR 42.0 $8K 0.00% NEW $181.21 +19.7%
409 FANG DIAMONDBACK ENERGY INC Energy 50.0 $8K 0.00% NEW $150.34 +22.1%
410 INTC INTEL CORP Technology 200.0 $7K 0.00% NEW $36.90 +263.1%
411 OKE ONEOK INC NEW Energy 100.0 $7K 0.00% NEW $73.50 +15.7%
412 DGRW WISDOMTREE TR 81.0 $7K 0.00% NEW $89.43 +7.2%
413 EQL ALPS ETF TR 156.0 $7K 0.00% NEW $46.38 +8.5%
414 SNY SANOFI SA Healthcare 149.0 $7K 0.00% NEW $48.46 -12.6%
415 COLD AMERICOLD REALTY TRUST INC Real Estate 550.0 $7K 0.00% NEW $12.86 +9.4%
416 DLO DLOCAL LTD Technology 500.0 $7K 0.00% NEW $14.14 -9.5%
417 BP BP PLC Energy 200.0 $7K 0.00% NEW $34.73 +12.6%
418 FLS FLOWSERVE CORP Industrials 100.0 $7K 0.00% NEW $69.38 +17.8%
419 PXF INVESCO EXCH TRADED FD TR II 105.0 $7K 0.00% NEW $65.55 +18.7%
420 AKAM AKAMAI TECHNOLOGIES INC Technology 78.0 $7K 0.00% NEW $87.26 +43.2%
Page 21 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%