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Portfolio (Quarterly) Guide ↗

Private Wealth Management Group, LLC

· CIK 0002011342
13F Portfolio $431M AUM 1,472 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1455 New
Page 48 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 HRL HORMEL FOODS CORP Consumer Defensive 157.0 $4K 0.00% NEW $24.82 -14.0%
942 NCNO NCINO INC Technology 238.0 $4K 0.00% NEW $16.35 +40.7%
943 NOG NORTHERN OIL & GAS INC Energy 214.0 $4K 0.00% NEW $18.15 +41.8%
944 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 82.0 $4K 0.00% NEW $47.13 -7.3%
945 CVI CVR ENERGY INC Energy 139.0 $4K 0.00% NEW $27.55 +51.2%
946 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 362.0 $4K 0.00% NEW $10.57 +8.8%
947 OKE ONEOK INC NEW Energy 44.0 $4K 0.00% NEW $86.95 +9.0%
948 NATL NCR ATLEOS CORPORATION Technology 88.0 $4K 0.00% NEW $43.42 +6.4%
949 BRBR BELLRING BRANDS INC Consumer Defensive 295.0 $4K 0.00% NEW $12.94 -17.4%
950 DTCR GLOBAL X FDS 125.0 $4K 0.00% NEW $30.38 -7.8%
951 HPQ HP INC Technology 173.0 $4K 0.00% NEW $21.94 +38.3%
952 HMN HORACE MANN EDUCATORS CORP N Financial Services 73.0 $4K 0.00% NEW $51.66 -0.8%
953 EXPI AGNT INC Real Estate 691.0 $4K 0.00% NEW $5.41 -12.6%
954 NEM NEWMONT CORP Basic Materials 40.0 $4K 0.00% NEW $93.40 +36.3%
955 HUN HUNTSMAN CORP Basic Materials 351.0 $4K 0.00% NEW $10.62 -10.1%
956 OIH VANECK ETF TRUST 10.0 $4K 0.00% NEW $372.10 +12.4%
957 STC STEWART INFORMATION SVCS COR Financial Services 56.0 $4K 0.00% NEW $66.04 +6.6%
958 AGO ASSURED GUARANTY LTD Financial Services 46.0 $4K 0.00% NEW $80.17 -6.3%
959 ZS ZSCALER INC Technology 26.0 $4K 0.00% NEW $141.15 +31.4%
960 BRC BRADY CORP Industrials 40.0 $4K 0.00% NEW $91.58 +1.7%
Page 48 of 73  ·  1,455 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 44.6%
Financial Services 17.7%
Healthcare 8.9%
Industrials 7.8%
Consumer Cyclical 5.7%
Communication Services 5.3%
Consumer Defensive 3.1%
Energy 2.6%
Utilities 2.2%
Basic Materials 1.4%