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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 64 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 GBCI GLACIER BANCORP INC NEW Financial Services 24.0 $1K NEW $51.58 -8.4%
1262 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 73.0 $1K NEW $16.95 +24.5%
1263 CORE LABORATORIES INC 106.0 $1K NEW $11.65
1264 MAS MASCO CORP Industrials 15.0 $1K NEW $81.40 -10.6%
1265 CMPR CIMPRESS PLC Communication Services 12.0 $1K NEW $101.75 -12.5%
1266 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 18.0 $1K NEW $67.17 -6.1%
1267 CMTG CLAROS MTG TR INC Real Estate 514.0 $1K NEW $2.35 -29.8%
1268 REGCO REGENCY CTRS CORP 15.0 $1K NEW $79.80
1269 FIBK FIRST INTST BANCSYSTEM INC Financial Services 31.0 $1K NEW $38.58 -3.4%
1270 VOYA VOYA FINANCIAL INC Financial Services 13.0 $1K NEW $90.54 +11.7%
1271 NG NOVAGOLD RESOURCES INC Basic Materials 195.0 $1K NEW $5.97 +52.7%
1272 ABUS ARBUTUS BIOPHARMA CORP Healthcare 242.0 $1K NEW $4.80 +7.7%
1273 AWR AMER STATES WTR CO Utilities 14.0 $1K NEW $82.64 +7.5%
1274 PSKY PARAMOUNT SKYDANCE CORP Communication Services 117.0 $1K NEW $9.86 +9.5%
1275 ADTRAN HOLDINGS INC 83.0 $1K NEW $13.90
1276 VERX VERTEX INC Technology 100.0 $1K NEW $11.48 +24.6%
1277 CPT CAMDEN PPTY TR Real Estate 10.0 $1K NEW $114.50 -7.6%
1278 NHI NATIONAL HEALTH INVS INC Real Estate 15.0 $1K NEW $76.27 -4.9%
1279 ACRES COMMERCIAL REALTY CORP 64.0 $1K NEW $17.80
1280 HWKN HAWKINS INC Basic Materials 8.0 $1K NEW $142.12 -17.2%
Page 64 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%