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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 4 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LLY ELI LILLY & CO Healthcare 1,291.0 $1.5M 0.32% +81.0 +6.7% $1199.43 +4.0%
62 FCX FREEPORT MCMORAN INC Basic Materials 24,580.0 $1.5M 0.32% +24K +6922.9% $62.89 +23.7%
63 IJR ISHARES TR 10,267.0 $1.5M 0.31% +870.0 +9.3% $148.31 -1.0%
64 CBRE CBRE GROUP INC Real Estate 11,280.0 $1.5M 0.31% -205.0 -1.8% $134.69 +12.8%
65 IBM INTERNATIONAL BUSINESS MACHS Technology 5,296.0 $1.5M 0.30% -210.0 -3.8% $281.22 -17.8%
66 IUSV ISHARES TR 13,310.0 $1.5M 0.30% +2K +22.0% $110.15 +4.5%
67 VOO VANGUARD INDEX FDS 2,075.0 $1.4M 0.29% +1K +121.5% $686.81 +2.2%
68 DHR DANAHER CORP DEL Healthcare 7,345.0 $1.4M 0.29% -2K -23.3% $190.48 +13.0%
69 SYK STRYKER CORPORATION Healthcare 4,425.0 $1.4M 0.28% +502.0 +12.8% $314.84 +4.1%
70 EFV ISHARES TR 15,280.0 $1.2M 0.24% -715.0 -4.5% $76.55 +7.4%
71 CVX CHEVRON CORPORATION Energy 6,797.0 $1.1M 0.23% -302.0 -4.2% $165.76 +22.5%
72 VUG VANGUARD INDEX FDS 12,827.0 $1.1M 0.23% +13K +7357.6% $86.14 +0.9%
73 IJJ ISHARES TR 7,155.0 $1.1M 0.22% $147.73 +0.4%
74 NVDA PUT NVIDIA CORPORATION Technology 5,200.0 $1.0M 0.21% +3K +136.4% $200.09 +4.2%
75 NFLX NETFLIX INC. Communication Services 14,547.0 $1.0M 0.21% -743.0 -4.9% $71.40 +12.1%
76 IVE ISHARES TR 4,538.0 $1.0M 0.21% $227.06 +4.7%
77 STZ CONSTELLATION BRANDS INC Consumer Defensive 7,313.0 $1.0M 0.21% -274.0 -3.6% $139.08 -1.1%
78 IJK ISHARES TR 8,583.0 $1.0M 0.21% $117.50 -2.7%
79 VTI VANGUARD INDEX FDS 2,714.0 $1.0M 0.20% -97.0 -3.5% $370.08 +1.9%
80 COP CONOCOPHILLIPS Energy 9,465.0 $984K 0.20% +247.0 +2.7% $103.96 +28.3%
Page 4 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%