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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 22 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FDN FIRST TR EXCHANGE-TRADED FD 25.0 $7K 0.00% NEW $269.20 -1.3%
422 MAS MASCO CORP Industrials 105.0 $7K 0.00% NEW $63.47 +17.2%
423 SBCF SEACOAST BKG CORP FLA Financial Services 210.0 $7K 0.00% NEW $31.42 -1.9%
424 SPEM SPDR INDEX SHS FDS 140.0 $7K 0.00% NEW $46.81 +13.4%
425 WY WEYERHAEUSER CO MTN BE Real Estate 275.0 $7K 0.00% NEW $23.69 +2.7%
426 LVS LAS VEGAS SANDS CORP Consumer Cyclical 100.0 $7K 0.00% NEW $65.09 -25.1%
427 PSA PUBLIC STORAGE OPER CO Real Estate 25.0 $6K 0.00% NEW $259.52 +22.6%
428 ARMK ARAMARK Industrials 175.0 $6K 0.00% NEW $36.86 +44.6%
429 ANGLOGOLD ASHANTI PLC 75.0 $6K 0.00% NEW $85.28
430 TPR TAPESTRY INC Consumer Cyclical 50.0 $6K 0.00% NEW $127.78 +12.3%
431 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 130.0 $6K 0.00% NEW $48.58 +76.1%
432 SBUX STARBUCKS CORP Consumer Cyclical 75.0 $6K 0.00% NEW $84.21 +19.5%
433 VTEB VANGUARD MUN BD FDS 125.0 $6K 0.00% NEW $50.30 +0.3%
434 LUV SOUTHWEST AIRLS CO Industrials 150.0 $6K 0.00% NEW $41.33 +16.1%
435 AMT AMERICAN TOWER CORP NEW Real Estate 35.0 $6K 0.00% NEW $175.57 +0.3%
436 RIO RIO TINTO PLC Basic Materials 75.0 $6K 0.00% NEW $80.04 +25.0%
437 JCI JOHNSON CTLS INTL PLC Industrials 50.0 $6K 0.00% NEW $119.76 +20.9%
438 SANDISK CORP 25.0 $6K 0.00% NEW $237.40
439 ESPR ESPERION THERAPEUTICS INC NE Healthcare 1,600.0 $6K 0.00% NEW $3.70 -14.9%
440 CIEN CIENA CORP Technology 25.0 $6K 0.00% NEW $233.88 +83.1%
Page 22 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%