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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 63 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 III INFORMATION SVCS GROUP INC Technology 334.0 $1K NEW $4.11 +22.6%
1242 MD PEDIATRIX MEDICAL GROUP INC Healthcare 54.0 $1K NEW $25.33 +5.8%
1243 HUDSON PACIFIC PROPERTIES IN 90.0 $1K NEW $15.20
1244 XEL XCEL ENERGY INC Utilities 17.0 $1K NEW $80.35 -4.0%
1245 CBSH COMMERCE BANCSHARES INC Financial Services 23.0 $1K NEW $57.78 +0.5%
1246 BDC BELDEN INC Technology 11.0 $1K NEW $120.00 -0.0%
1247 DAN DANA INC Consumer Cyclical 48.0 $1K NEW $27.23 +10.4%
1248 CF CF INDUSTRIES HOLD Basic Materials 12.0 $1K NEW $108.33 +16.0%
1249 MADISON SQUARE GARDEN ENTMT 16.0 $1K NEW $80.94
1250 ARCB ARCBEST CORP Industrials 9.0 $1K NEW $143.56 -3.1%
1251 VO VANGUARD INDEX FDS 16.0 $1K NEW $80.62 +3.1%
1252 STANDARDAERO INC 43.0 $1K NEW $29.93
1253 CVBF CVB FINL CORP Financial Services 57.0 $1K NEW $22.56 -1.2%
1254 TALO TALOS ENERGY INC Energy 99.0 $1K NEW $12.92 +29.5%
1255 GLRE GREENLIGHT CAP RE LTD Financial Services 79.0 $1K NEW $16.19 -4.8%
1256 ALV AUTOLIV INC Consumer Cyclical 11.0 $1K NEW $116.18 +5.8%
1257 PSA PUBLIC STORAGE Real Estate 4.0 $1K NEW $318.50 -2.3%
1258 FMC FMC CORP Basic Materials 110.0 $1K NEW $11.50 -7.3%
1259 PEN PENUMBRA INC Healthcare 4.0 $1K NEW $315.75 +1.7%
1260 UPWK UPWORK INC Industrials 149.0 $1K NEW $8.36 +6.7%
Page 63 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%