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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 9 of 31  ·  601 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AZO AUTOZONE INC Consumer Cyclical 38.0 $128K 0.03% $3377.79 -9.3%
162 OHI OMEGA HEALTHCARE INVS INC Real Estate 2,835.0 $124K 0.03% $43.82 +1.6%
163 PRFZ INVESCO EXCHANGE TRADED FD T 2,680.0 $123K 0.03% $45.87 +16.2%
164 CLS CELESTICA INC Technology 436.0 $123K 0.03% +306.0 +235.4% $281.68 +32.3%
165 GLNG GOLAR LNG LTD Energy 2,239.0 $121K 0.03% NEW $54.11 -8.3%
166 SHEL SHELL PLC Energy 1,300.0 $121K 0.03% $93.00 -15.3%
167 VTV VANGUARD INDEX FDS 607.0 $119K 0.03% $196.20 +10.3%
168 VGK VANGUARD INTL EQUITY INDEX F 1,426.0 $118K 0.03% +1K +234.7% $82.43 +7.1%
169 SYLD CAMBRIA ETF TR 1,550.0 $117K 0.03% NEW $75.41 +3.6%
170 HPQ HP INC Technology 6,000.0 $115K 0.03% -700.0 -10.4% $19.21 +22.3%
171 PLTR PALANTIR TECHNOLOGIES INC Technology 780.0 $114K 0.03% +10.0 +1.3% $146.28 -12.2%
172 AXP AMERICAN EXPRESS CO Financial Services 374.0 $113K 0.03% $302.45 +11.8%
173 GDX VANECK ETF TRUST 1,230.0 $113K 0.03% $91.77 -10.0%
174 NUE NUCOR CORP Basic Materials 652.0 $110K 0.03% $169.10 +44.2%
175 SHYM BLACKROCK ETF TRUST II 5,000.0 $110K 0.03% NEW $22.02 +1.5%
176 ADI ANALOG DEVICES INC Technology 345.0 $110K 0.03% +200.0 +137.9% $318.14 +36.6%
177 SLV ISHARES SILVER TR Financial Services 1,600.0 $109K 0.03% +50.0 +3.2% $68.14 -12.7%
178 PPA INVESCO EXCHANGE TRADED FD T 645.0 $107K 0.03% +45.0 +7.5% $165.70 +5.8%
179 DKS DICKS SPORTING GOODS INC Consumer Cyclical 535.0 $106K 0.03% +460.0 +613.3% $198.29 +17.5%
180 TFC TRUIST FINL CORP Financial Services 2,296.0 $106K 0.03% +50.0 +2.2% $45.97 +5.1%
Page 9 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%