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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 33 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PRIM PRIMORIS SVCS CORP Industrials 82.0 $8K 0.00% NEW $99.12 -25.8%
642 COPX GLOBAL X FDS 105.0 $8K 0.00% NEW $76.97 +22.2%
643 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 260.0 $8K 0.00% NEW $31.02 -9.6%
644 AUB ATLANTIC UN BANKSHARES CORP Financial Services 190.0 $8K 0.00% NEW $42.31 -3.7%
645 INGERSOLL RAND INC 98.0 $8K 0.00% NEW $82.00
646 DPZ DOMINOS PIZZA INC Consumer Cyclical 27.0 $8K 0.00% NEW $296.07 +18.7%
647 VXUS VANGUARD STAR FDS 93.0 $8K 0.00% NEW $85.81 +1.9%
648 ALGN ALIGN TECHNOLOGY INC Healthcare 47.0 $8K 0.00% NEW $168.68 -6.2%
649 IDCC INTERDIGITAL INC Technology 28.0 $8K 0.00% NEW $283.14 +18.2%
650 BC BRUNSWICK CORP Consumer Cyclical 94.0 $8K 0.00% NEW $84.24 -8.4%
651 COIN COINBASE GLOBAL INC Financial Services 54.0 $8K 0.00% NEW $146.20 +20.6%
652 ODFL OLD DOMINION FREIGHT LINE IN Industrials 36.0 $8K 0.00% NEW $218.94 -9.1%
653 ON ON SEMICONDUCTOR CORP Technology 83.0 $8K 0.00% NEW $94.54 -23.6%
654 PLUS EPLUS INC Technology 94.0 $8K 0.00% NEW $83.23 +5.2%
655 EQT EQT CORP Energy 147.0 $8K 0.00% NEW $53.17 +3.1%
656 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 112.0 $8K 0.00% NEW $69.74 -14.4%
657 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 100.0 $8K 0.00% NEW $77.87 -13.8%
658 INMED PHARMACEUTICALS INC 5,000.0 $8K 0.00% NEW $1.55
659 WELL WELLTOWER INC Real Estate 34.0 $8K 0.00% NEW $226.97 +5.5%
660 DSGN DESIGN THERAPEUTICS INC Healthcare 533.0 $8K 0.00% NEW $14.47 +4.8%
Page 33 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%