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Portfolio (Quarterly) Guide ↗

Atlantic Edge Private Wealth Management, LLC

· CIK 0002011145
13F Portfolio $403M AUM 578 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 578 New
Page 9 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DUK DUKE ENERGY CORP NEW Utilities 1,107.0 $130K 0.03% NEW $117.21 +5.7%
162 AZO AUTOZONE INC Consumer Cyclical 38.0 $129K 0.03% NEW $3391.50 -9.6%
163 OHI OMEGA HEALTHCARE INVS INC Real Estate 2,835.0 $126K 0.03% NEW $44.34 +0.4%
164 PRFZ INVESCO EXCHANGE TRADED FD T 2,680.0 $123K 0.03% NEW $45.89 +16.2%
165 BND VANGUARD BD INDEX FDS 1,580.0 $117K 0.03% NEW $74.07 -1.0%
166 VTV VANGUARD INDEX FDS 607.0 $116K 0.03% NEW $190.99 +13.4%
167 TFC TRUIST FINL CORP Financial Services 2,246.0 $111K 0.03% NEW $49.21 -1.8%
168 IYF ISHARES TR 825.0 $106K 0.03% NEW $128.93 -1.0%
169 NUE NUCOR CORP Basic Materials 652.0 $106K 0.03% NEW $163.11 +49.5%
170 GDX VANECK ETF TRUST 1,230.0 $105K 0.03% NEW $85.77 -3.8%
171 TSLA TESLA INC Consumer Cyclical 227.0 $102K 0.03% NEW $449.72 -10.9%
172 SLV ISHARES SILVER TR Financial Services 1,550.0 $100K 0.03% NEW $64.42 -7.6%
173 MCD MCDONALDS CORP Consumer Cyclical 322.0 $98K 0.02% NEW $305.63 -8.8%
174 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 1,205.0 $97K 0.02% NEW $80.30 -0.5%
175 SHEL SHELL PLC Energy 1,300.0 $96K 0.02% NEW $73.48 +7.3%
176 PPA INVESCO EXCHANGE TRADED FD T 600.0 $94K 0.02% NEW $156.63 +11.9%
177 APP APPLOVIN CORP Technology 136.0 $92K 0.02% NEW $673.82 -30.3%
178 OTIS OTIS WORLDWIDE CORP Industrials 1,041.0 $91K 0.02% NEW $87.35 -16.1%
179 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,650.0 $89K 0.02% NEW $53.94 +0.1%
180 AEM PUT AGNICO EAGLE MINES LTD Basic Materials 500.0 $85K 0.02% NEW $169.53 -1.7%
Page 9 of 29  ·  578 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 33.8%
Financial Services 20.2%
Industrials 12.4%
Healthcare 11.2%
Communication Services 8.7%
Consumer Cyclical 5.7%
Consumer Defensive 2.2%
Energy 2.2%
Utilities 1.6%
Real Estate 1.3%