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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 38 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 LINE LINEAGE INC Real Estate 149.0 $6K 0.00% NEW $43.26 -9.1%
742 TEX TEREX CORP NEW Industrials 89.0 $6K 0.00% NEW $72.39 -12.0%
743 INSTALLED BLDG PRODS INC 28.0 $6K 0.00% NEW $229.86
744 DORM DORMAN PRODS INC Consumer Cyclical 47.0 $6K 0.00% NEW $136.47 -5.2%
745 PJT PJT PARTNERS INC Financial Services 42.0 $6K 0.00% NEW $152.57 +19.8%
746 HL HECLA MINING COMPANY Basic Materials 415.0 $6K 0.00% NEW $15.43 +32.1%
747 EIX EDISON INTL Utilities 86.0 $6K 0.00% NEW $74.45 -5.8%
748 NWS NEWS CORP NEW 228.0 $6K 0.00% NEW $28.06
749 ATR APTARGROUP INC Healthcare 51.0 $6K 0.00% NEW $125.22 +6.2%
750 BYD BOYD GAMING CORP Consumer Cyclical 72.0 $6K 0.00% NEW $88.33 -10.0%
751 APG API GROUP CORP Industrials 150.0 $6K 0.00% NEW $42.35 -6.3%
752 SKY CHAMPION HOMES INC Consumer Cyclical 72.0 $6K 0.00% NEW $88.12 +2.4%
753 DFAS DIMENSIONAL ETF TRUST 77.0 $6K 0.00% NEW $82.35 -0.3%
754 MRSH MARSH & MCLENNAN COS INC Financial Services 38.0 $6K 0.00% NEW $166.68 +15.6%
755 AMER SPORTS INC 187.0 $6K 0.00% NEW $33.84
756 APLE APPLE HOSPITALITY REIT INC Real Estate 376.0 $6K 0.00% NEW $16.81 -1.6%
757 FLEX FLEX LTD Technology 39.0 $6K 0.00% NEW $162.08 -31.8%
758 ULTA ULTA BEAUTY INC Consumer Cyclical 14.0 $6K 0.00% NEW $451.00 +14.7%
759 URBN URBAN OUTFITTERS INC Consumer Cyclical 89.0 $6K 0.00% NEW $70.87 +14.4%
760 HUBG HUB GROUP INC Industrials 144.0 $6K 0.00% NEW $43.79 -9.5%
Page 38 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%