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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 27 of 31  ·  601 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SFBS SERVISFIRST BANCSHARES INC Financial Services 34.0 $2K 0.00% $72.85 +10.4%
522 ADBE ADOBE INC Technology 10.0 $2K 0.00% -3K -99.7% $243.10 -19.7%
523 WAT WATERS CORP Healthcare 8.0 $2K 0.00% NEW $297.88 +19.8%
524 TMC TMC THE METALS COMPANY INC Basic Materials 500.0 $2K 0.00% $4.67 +9.9%
525 USAR USA RARE EARTH INC Basic Materials 150.0 $2K 0.00% +50.0 +50.0% $15.14 +62.7%
526 OUNZ VANECK MERK GOLD ETF Financial Services 50.0 $2K 0.00% NEW $45.06 -10.0%
527 DLTR DOLLAR TREE INC Consumer Defensive 20.0 $2K 0.00% $109.55 +1.9%
528 TXT TEXTRON INC Industrials 25.0 $2K 0.00% $87.56 +2.2%
529 SMR NUSCALE PWR CORP Utilities 200.0 $2K 0.00% $10.84 +8.3%
530 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 30.0 $2K 0.00% $71.20 -13.5%
531 SA SEABRIDGE GOLD INC Basic Materials 75.0 $2K 0.00% +25.0 +50.0% $28.35 +4.6%
532 AUGO AURA MINERALS INC Basic Materials 25.0 $2K 0.00% NEW $81.60 -22.1%
533 BFLY BUTTERFLY NETWORK INC Healthcare 500.0 $2K $4.04 +120.3%
534 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 87.0 $2K $21.67 +13.0%
535 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 100.0 $2K $18.70 +9.3%
536 GIS GENERAL MILLS INC Consumer Defensive 50.0 $2K $37.22 -10.2%
537 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 62.0 $2K +30.0 +93.8% $30.00 -7.2%
538 RIET ETF SER SOLUTIONS 200.0 $2K $8.99 +5.4%
539 ROK ROCKWELL AUTOMATION INC Industrials 5.0 $2K NEW $359.00 +32.0%
540 RGEN REPLIGEN CORP Healthcare 15.0 $2K $117.87 +12.0%
Page 27 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%