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Portfolio (Quarterly) Guide ↗

Atlantic Edge Private Wealth Management, LLC

· CIK 0002011145
13F Portfolio $407M AUM 601 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 New 98 Added 82 Reduced 27 Exited
Page 24 of 31  ·  601 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PWRD TCW ETF TRUST 50.0 $5K 0.00% $97.78 +23.0%
462 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 151.0 $5K 0.00% $32.01 +1.5%
463 A AGILENT TECHNOLOGIES INC Healthcare 42.0 $5K 0.00% $114.00 +11.5%
464 SAIC SCIENCE APPLICATIONS INTL CO Technology 50.0 $5K 0.00% $94.92 +7.9%
465 RITM RITHM CAPITAL CORP Real Estate 500.0 $5K 0.00% $9.48 -3.1%
466 GLDM WORLD GOLD TR Financial Services 50.0 $5K 0.00% $92.70 -10.0%
467 DIA STATE STR SPDR DOW JONES IND Financial Services 10.0 $5K 0.00% $463.20 +11.3%
468 SNDA SONIDA SENIOR LIVING INC Healthcare 142.0 $5K 0.00% NEW $32.25 +11.5%
469 ALC ALCON AG Healthcare 60.0 $5K 0.00% $75.35 -14.2%
470 SMURFIT WESTROCK PLC 113.0 $5K 0.00% $39.86
471 NATWEST GROUP PLC 300.0 $4K 0.00% $14.90
472 ESPR ESPERION THERAPEUTICS INC NE Healthcare 1,600.0 $4K 0.00% $2.74 +15.0%
473 UBSI UNITED BANKSHARES INC WEST V Financial Services 105.0 $4K 0.00% $41.43 +7.2%
474 AMTM AMENTUM HOLDINGS INC Industrials 164.0 $4K 0.00% $26.09 -17.0%
475 APA APA CORPORATION Energy 100.0 $4K 0.00% NEW $42.44 -22.2%
476 ACM AECOM Industrials 50.0 $4K 0.00% +15.0 +42.9% $84.82 -18.9%
477 BCS BARCLAYS PLC Financial Services 200.0 $4K 0.00% $21.16 +24.3%
478 AON AON PLC Financial Services 13.0 $4K 0.00% -115.0 -89.8% $322.85 -1.6%
479 AVNS AVANOS MED INC Healthcare 299.0 $4K 0.00% NEW $14.01 +78.0%
480 BLACKROCK ETF TRUST 125.0 $4K 0.00% NEW $32.72
Page 24 of 31  ·  601 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 31.9%
Financial Services 19.6%
Industrials 13.6%
Healthcare 10.8%
Communication Services 8.3%
Consumer Cyclical 6.3%
Energy 3.3%
Consumer Defensive 2.4%
Utilities 1.8%
Real Estate 1.1%