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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 8 of 31  ·  601 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LRCX LAM RESEARCH CORP Technology 800.0 $171K 0.04% $213.66 +82.1%
142 IDU ISHARES TR 1,470.0 $171K 0.04% $116.11 -3.1%
143 BERKSHIRE HATHAWAY INC DEL 340.0 $163K 0.04% $479.20
144 SCHF SCHWAB STRATEGIC TR 6,532.0 $162K 0.04% $24.75 +14.1%
145 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 162.0 $161K 0.04% $996.43 -4.5%
146 IYJ ISHARES TR 1,090.0 $161K 0.04% -10.0 -0.9% $147.54 +10.0%
147 CSX CSX CORP Industrials 3,850.0 $158K 0.04% $41.05 +11.2%
148 HEDJ WISDOMTREE TR 3,000.0 $157K 0.04% $52.30 +11.1%
149 MSFT PUT MICROSOFT CORP Technology 400.0 $148K 0.04% NEW $370.17 +2.5%
150 KLAC PUT KLA CORP Technology 100.0 $147K 0.04% NEW $1472.41 -82.4%
151 IYH ISHARES TR 2,375.0 $146K 0.04% $61.64 +1.7%
152 IWP ISHARES TR 1,140.0 $146K 0.04% $128.12 +10.8%
153 KEYS KEYSIGHT TECHNOLOGIES INC Technology 514.0 $145K 0.04% +257.0 +100.0% $282.37 +28.8%
154 MCD MCDONALDS CORP Consumer Cyclical 457.0 $142K 0.04% +135.0 +41.9% $310.79 -10.4%
155 ITOT ISHARES TR 982.0 $140K 0.03% $142.43 +15.0%
156 CARR CARRIER GLOBAL CORPORATION Industrials 2,483.0 $140K 0.03% -300.0 -10.8% $56.31 +27.5%
157 SUB ISHARES TR 1,300.0 $138K 0.03% $106.50 +0.1%
158 GLW CORNING INC Technology 997.0 $136K 0.03% +410.0 +69.8% $135.97 +43.4%
159 PRF INVESCO EXCHANGE TRADED FD T 2,821.0 $134K 0.03% $47.53 +13.3%
160 BA BOEING CO Industrials 669.0 $133K 0.03% $199.03 +11.9%
Page 8 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%