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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 23 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 COLD AMERICOLD REALTY TRUST INC Real Estate 550.0 $9K 0.00% $15.72 -3.1%
442 AEIS ADVANCED ENERGY INDS Industrials 23.0 $9K 0.00% $372.91 -26.4%
443 SAFT SAFETY INS GROUP INC Financial Services 114.0 $9K 0.00% $74.87 +38.4%
444 BBAI BIGBEAR AI HLDGS INC Technology 2,241.0 $8K 0.00% NEW $3.67 -15.1%
445 BHF BRIGHTHOUSE FINL INC Financial Services 126.0 $8K 0.00% $63.30 -17.8%
446 PSA PUBLIC STORAGE Real Estate 25.0 $8K 0.00% $318.32 +1.1%
447 PXF INVESCO EXCH TRADED FD TR II 105.0 $8K 0.00% $75.65 +5.3%
448 EQL ALPS ETF TR 156.0 $8K 0.00% $50.46 +3.7%
449 DGRW WISDOMTREE TR 81.0 $8K 0.00% $95.63 +3.8%
450 LUV SOUTHWEST AIRLS CO Industrials 150.0 $8K 0.00% $51.42 -21.3%
451 FORTINET INC 50.0 $8K 0.00% $153.62
452 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 60.0 $8K 0.00% $127.90 -3.8%
453 SYF SYNCHRONY FINANCIAL Financial Services 100.0 $8K 0.00% $76.05 +5.5%
454 BWA BORGWARNER INC Consumer Cyclical 113.0 $8K 0.00% NEW $66.41 -2.2%
455 FLS FLOWSERVE CORP Industrials 100.0 $7K 0.00% $74.16 +9.0%
456 BP BP PLC Energy 200.0 $7K 0.00% $36.95 +17.1%
457 NU NU HLDGS LTD Financial Services 550.0 $7K 0.00% $13.36 +10.3%
458 TPR TAPESTRY INC Consumer Cyclical 50.0 $7K 0.00% $146.38 -10.8%
459 JCI JOHNSON CONTROLS INTERNATION Industrials 50.0 $7K 0.00% $146.12 -2.6%
460 NRG NRG ENERGY INC Utilities 50.0 $7K 0.00% -50.0 -50.0% $146.06 -22.4%
Page 23 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%