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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 28 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 WBD WARNER BROS DISCOVERY INC Communication Services 100.0 $3K 0.00% $26.66 +7.7%
542 OKLO OKLO INC Utilities 50.0 $3K 0.00% -25.0 -33.3% $52.34 -24.2%
543 SCHD SCHWAB STRATEGIC TR 81.0 $3K 0.00% NEW $31.57 +11.5%
544 MTD METTLER TOLEDO INTERNATIONAL Healthcare 2.0 $3K 0.00% $1278.00 +9.5%
545 CCJ CAMECO CORP Energy 25.0 $3K 0.00% $101.88 +0.4%
546 UBER UBER TECHNOLOGIES INC Technology 35.0 $3K 0.00% -75.0 -68.2% $72.17 +9.9%
547 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 50.0 $2K 0.00% $49.86 +6.4%
548 ROK ROCKWELL AUTOMATION INC Industrials 5.0 $2K 0.00% $495.20 -13.2%
549 YSS YORK SPACE SYSTEMS INC Technology 100.0 $2K 0.00% NEW $24.62 -60.4%
550 RIG TRANSOCEAN LTD Energy 500.0 $2K NEW $4.89 +18.0%
551 WYNN WYNN RESORTS LTD Consumer Cyclical 25.0 $2K -905.0 -97.3% $97.12 +2.4%
552 DLTR DOLLAR TREE INC Consumer Defensive 20.0 $2K $120.95 +13.1%
553 BLACKROCK ETF TRUST 75.0 $2K -50.0 -40.0% $31.79
554 TXT TEXTRON INC Industrials 25.0 $2K $91.76 -10.5%
555 TMC TMC THE METALS COMPANY INC Basic Materials 500.0 $2K $4.43 +7.0%
556 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 87.0 $2K $25.07 +16.5%
557 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 100.0 $2K $21.11 -18.4%
558 RGEN REPLIGEN CORP Healthcare 15.0 $2K $136.47 +33.1%
559 MAS MASCO CORP Industrials 25.0 $2K $81.40 -10.1%
560 FCF FIRST COMWLTH FINL CORP PA Financial Services 100.0 $2K $20.33 +3.1%
Page 28 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%