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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 34 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CRVL CORVEL CORP Financial Services 123.0 $8K 0.00% NEW $62.52 +10.7%
662 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 97.0 $8K 0.00% NEW $79.23 +11.0%
663 NWE NORTHWESTERN ENERGY GROUP IN Utilities 107.0 $8K 0.00% NEW $71.63 -1.8%
664 OOMA OOMA INC Communication Services 398.0 $8K 0.00% NEW $19.22 +19.2%
665 ANIK ANIKA THERAPEUTICS INC Healthcare 522.0 $8K 0.00% NEW $14.63 +44.2%
666 DNLI DENALI THERAPEUTICS INC Healthcare 296.0 $8K 0.00% NEW $25.72 -6.7%
667 CWEN CLEARWAY ENERGY INC Utilities 222.0 $8K 0.00% NEW $34.18 -7.1%
668 EL LAUDER ESTEE COS INC Consumer Defensive 96.0 $8K 0.00% NEW $78.96 +30.9%
669 QQQM INVESCO EXCH TRADED FD TR II 25.0 $8K 0.00% NEW $303.00 -2.6%
670 FEZ SPDR INDEX SHS FDS 110.0 $8K 0.00% NEW $68.68 +3.9%
671 FSLR FIRST SOLAR INC Energy 32.0 $8K 0.00% NEW $235.97 -13.4%
672 TRMB TRIMBLE INC Technology 147.0 $8K 0.00% NEW $51.18 +19.2%
673 LCII LCI INDS Consumer Cyclical 71.0 $8K 0.00% NEW $105.89 -2.8%
674 YUM YUM BRANDS INC Consumer Cyclical 47.0 $8K 0.00% NEW $159.87 -3.8%
675 TDS TELEPHONE & DATA SYS INC Communication Services 203.0 $8K 0.00% NEW $37.01 -9.1%
676 CTKB CYTEK BIOSCIENCES INC Healthcare 1,694.0 $8K 0.00% NEW $4.43 +5.6%
677 AVTR AVANTOR INC Healthcare 756.0 $7K 0.00% NEW $9.90 +47.3%
678 CRC CALIFORNIA RES CORP Energy 141.0 $7K 0.00% NEW $52.87 -1.2%
679 ACIW ACI WORLDWIDE INC Technology 148.0 $7K 0.00% NEW $50.29 +7.0%
680 ROK ROCKWELL AUTOMATION INC Industrials 15.0 $7K 0.00% NEW $495.13 -13.0%
Page 34 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%