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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 9 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MSFT PUT MICROSOFT CORP Technology 400.0 $149K 0.03% $373.02 +30.7%
162 AEM AGNICO EAGLE MINES LTD Basic Materials 951.0 $148K 0.03% -80.0 -7.8% $155.13 +40.0%
163 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 156.0 $146K 0.03% -6.0 -3.7% $935.47 +3.2%
164 NUE NUCOR CORP Basic Materials 652.0 $145K 0.03% $222.75 +10.0%
165 BA BOEING CO Industrials 664.0 $144K 0.03% -5.0 -0.8% $216.47 -2.1%
166 DKS DICKS SPORTING GOODS INC Consumer Cyclical 614.0 $139K 0.03% +79.0 +14.8% $226.73 -40.0%
167 SUB ISHARES TR 1,300.0 $138K 0.03% $106.47 -0.1%
168 ADI ANALOG DEVICES INC Technology 345.0 $137K 0.03% $397.17 -6.7%
169 HPQ HP INC Technology 6,205.0 $136K 0.03% +205.0 +3.4% $21.94 +33.6%
170 OHI OMEGA HEALTHCARE INVS INC Real Estate 2,835.0 $135K 0.03% $47.68 -2.5%
171 ASML ASML HLDG NV Technology 67.0 $133K 0.03% +2.0 +3.1% $1989.45 -11.5%
172 VTV VANGUARD INDEX FDS 607.0 $132K 0.03% $217.93 +3.8%
173 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 1,487.0 $129K 0.03% +1K +2874.0% $87.07 +8.6%
174 AXP AMERICAN EXPRESS CO Financial Services 374.0 $127K 0.03% $338.30 -0.7%
175 MCD MCDONALDS CORP Consumer Cyclical 462.0 $125K 0.03% +5.0 +1.1% $270.31 +0.3%
176 BRX BRIXMOR PPTY GROUP INC Real Estate 3,915.0 $123K 0.03% +675.0 +20.8% $31.53 -6.4%
177 SYLD CAMBRIA ETF TR 1,550.0 $123K 0.03% $79.09 +8.7%
178 BLOCK INC 1,584.0 $120K 0.03% +2K +3068.0% $76.00
179 CFG CITIZENS FINL GROUP INC Financial Services 1,683.0 $118K 0.02% NEW $70.08 -0.1%
180 LOAR LOAR HOLDINGS INC Industrials 1,445.0 $116K 0.02% +305.0 +26.8% $80.61 -7.9%
Page 9 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%