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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 50 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 FLAGSTAR BANK NATIONAL ASSOC 226.0 $3K 0.00% NEW $14.94
982 HAL HALLIBURTON CO Energy 99.0 $3K 0.00% NEW $33.96 +6.5%
983 WERN WERNER ENTERPRISES INC Industrials 77.0 $3K 0.00% NEW $43.61 -12.7%
984 PR PERMIAN RESOURCES CORP Energy 182.0 $3K 0.00% NEW $18.41 +24.2%
985 CALX CALIX INC Technology 89.0 $3K 0.00% NEW $37.33 +0.8%
986 IMAX IMAX CORP Communication Services 83.0 $3K 0.00% NEW $39.87 +26.5%
987 SIGI SELECTIVE INS GROUP INC Financial Services 34.0 $3K 0.00% NEW $97.03 -4.9%
988 BOOT BOOT BARN HLDGS INC Consumer Cyclical 20.0 $3K 0.00% NEW $164.30 -5.2%
989 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 65.0 $3K 0.00% NEW $50.54 -5.4%
990 DAR DARLING INGREDIENTS INC Consumer Defensive 60.0 $3K 0.00% NEW $54.63 +16.2%
991 DECK DECKERS OUTDOOR CORP Consumer Cyclical 33.0 $3K 0.00% NEW $99.30 -11.9%
992 LC HAPPEN INC Financial Services 158.0 $3K 0.00% NEW $20.74 -7.4%
993 LIBERTY MEDIA CORP DEL 31.0 $3K 0.00% NEW $105.65
994 GIS GENERAL MILLS INC Consumer Defensive 94.0 $3K 0.00% NEW $34.81 +19.4%
995 USFD US FOODS HLDG CORP Consumer Defensive 32.0 $3K 0.00% NEW $102.25 +4.8%
996 CGON CG ONCOLOGY INC Healthcare 46.0 $3K 0.00% NEW $71.07 +5.9%
997 WKC WORLD KINECT CORPORATION Energy 99.0 $3K 0.00% NEW $32.95 +8.0%
998 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 152.0 $3K 0.00% NEW $21.45 +17.8%
999 ABCB AMERIS BANCORP Financial Services 36.0 $3K 0.00% NEW $90.28 -5.2%
1000 ATRC ATRICURE INC Healthcare 116.0 $3K 0.00% NEW $27.98 +75.7%
Page 50 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%