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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 54 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 69.0 $3K 0.00% NEW $38.97 +6.9%
1062 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 24.0 $3K 0.00% NEW $111.79 -8.7%
1063 PD PAGERDUTY INC Technology 277.0 $3K 0.00% NEW $9.65 +30.7%
1064 GATX GATX CORP Industrials 15.0 $3K 0.00% NEW $177.20 +0.7%
1065 FENC FENNEC PHARMACEUTICALS INC Healthcare 247.0 $3K 0.00% NEW $10.75 +9.5%
1066 COOPER COS INC 37.0 $3K 0.00% NEW $71.73
1067 UNF UNIFIRST CORP MASS Industrials 10.0 $3K 0.00% NEW $264.50 +8.0%
1068 SATS ECHOSTAR CORP Technology 26.0 $3K 0.00% NEW $101.50 -14.3%
1069 KNSL KINSALE CAP GROUP INC Financial Services 8.0 $3K 0.00% NEW $329.88 +15.7%
1070 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 142.0 $3K 0.00% NEW $18.57 -29.0%
1071 AEIS ADVANCED ENERGY INDS Industrials 7.0 $3K 0.00% NEW $373.00 -23.0%
1072 HXL HEXCEL CORP NEW Industrials 26.0 $3K 0.00% NEW $100.08 -5.4%
1073 NUVL NUVALENT INC Healthcare 21.0 $3K 0.00% NEW $123.52 +0.4%
1074 EXPO EXPONENT INC Industrials 44.0 $3K 0.00% NEW $58.77 +21.1%
1075 VRTS VIRTUS INVT PARTNERS INC Financial Services 18.0 $3K 0.00% NEW $143.50 +16.5%
1076 COLD AMERICOLD REALTY TRUST INC Real Estate 164.0 $3K 0.00% NEW $15.73 -4.4%
1077 LITE LUMENTUM HLDGS INC Technology 3.0 $3K 0.00% NEW $858.33 +11.4%
1078 SWX SOUTHWEST GAS HLDGS INC Utilities 29.0 $3K 0.00% NEW $88.69 +0.8%
1079 ESRT EMPIRE ST RLTY TR INC Real Estate 474.0 $3K 0.00% NEW $5.41 -14.3%
1080 QXO QXO INC Industrials 147.0 $3K 0.00% NEW $17.29 -19.8%
Page 54 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%