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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 30 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 RPM RPM INTL INC Basic Materials 89.0 $10K 0.00% NEW $111.16 -4.9%
582 EOG EOG RES INC Energy 76.0 $10K 0.00% NEW $129.74 +10.7%
583 NTNX NUTANIX INC Technology 193.0 $10K 0.00% NEW $50.96 +37.0%
584 F FORD MTR CO Consumer Cyclical 707.0 $10K 0.00% NEW $13.90 -0.3%
585 GT BIOPHARMA INC 20,000.0 $10K 0.00% NEW $0.49
586 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,275.0 $10K 0.00% NEW $7.68 -21.2%
587 UPS UNITED PARCEL SVCS INC Industrials 91.0 $10K 0.00% NEW $107.51 -1.9%
588 ORI OLD REP INTL CORP Financial Services 239.0 $10K 0.00% NEW $40.92 +3.5%
589 KWR QUAKER HOUGHTON Basic Materials 61.0 $10K 0.00% NEW $158.89 +5.6%
590 CNO CNO FINL GROUP INC Financial Services 190.0 $10K 0.00% NEW $50.98 +8.7%
591 HR HEALTHCARE RLTY TR Real Estate 480.0 $10K 0.00% NEW $20.17 -5.2%
592 MC MOELIS & CO Financial Services 147.0 $10K 0.00% NEW $65.42 +5.3%
593 ERIE ERIE INDTY CO Financial Services 40.0 $10K 0.00% NEW $239.75 +8.6%
594 CACC CREDIT ACCEP CORP MICH Financial Services 15.0 $10K 0.00% NEW $636.80 -5.4%
595 LH LABCORP HOLDINGS INC Healthcare 34.0 $10K 0.00% NEW $280.00 +20.3%
596 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 25.0 $10K 0.00% NEW $380.40 -29.1%
597 DRTS ALPHA TAU MEDICAL LTD Healthcare 752.0 $9K 0.00% NEW $12.58 +15.1%
598 ALB ALBEMARLE CORP Basic Materials 70.0 $9K 0.00% NEW $135.04 +1.7%
599 POWL POWELL INDS INC Industrials 33.0 $9K 0.00% NEW $286.36 -34.6%
600 RJF RAYMOND JAMES FINL INC Financial Services 62.0 $9K 0.00% NEW $152.03 +16.6%
Page 30 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%