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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 31 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 IGV ISHARES TR 8.0 $725.0 NEW $90.62 +13.0%
602 VTRS VIATRIS INC Healthcare 45.0 $715.0 -24.0 -34.8% $15.89 +4.1%
603 TMQ TRILOGY METALS INC NEW Basic Materials 200.0 $702.0 $3.51 +7.1%
604 UA UNDER ARMOUR INC 100.0 $622.0 $6.22
605 FURY FURY GOLD MINES LIMITED Basic Materials 1,000.0 $540.0 $0.54 +22.9%
606 EQX EQUINOX GOLD CORP Basic Materials 50.0 $486.0 $9.72 +41.6%
607 SWMR SWARMER INC Technology 10.0 $444.0 $44.40 -10.4%
608 WVVI WILLAMETTE VALLEY VINEYARDS Consumer Defensive 100.0 $251.0 $2.51 -13.1%
609 ACCO ACCO BRANDS CORP Industrials 43.0 $179.0 $4.16 +0.7%
610 DXC DXC TECHNOLOGY CO Technology 17.0 $151.0 NEW $8.88 +19.7%
611 YEXT YEXT INC Technology 25.0 $117.0 $4.68 +39.5%
612 EMBC EMBECTA CORP Healthcare 18.0 $59.0 $3.28 +52.2%
613 WW INTL INC 3.0 $48.0 $16.00
614 CANOPY GROWTH CORPORATION 25.0 $24.0 $0.96
615 AQUABOUNTY TECHNOLOGIES INC 14.0 $15.0 $1.07
616 BRISTOL-MYERS SQUIBB CO 16.0 $2.0 $0.12
617 SCHK SCHWAB STRATEGIC TR $1.0 NEW
618 ITM VANECK ETF TRUST $1.0 NEW
619 SINOVAC BIOTECH LTD 1,000.0
Page 31 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%