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Portfolio (Quarterly) Guide ↗

PROATHLETE WEALTH MANAGEMENT LLC

· CIK 0002012065
13F Portfolio $361M AUM 368 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 53 Added 38 Reduced 25 Exited
Page 5 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CB CHUBB LTD F Financial Services 399.0 $130K 0.04% $325.93 -0.2%
82 CVS CVS HEALTH CORP Healthcare 1,784.0 $128K 0.04% +16.0 +0.9% $71.83 +41.0%
83 SLB SLB LIMITED F Energy 2,452.0 $126K 0.04% +1K +84.8% $51.39 -6.7%
84 ANET ARISTA NETWORKS INC Technology 1,012.0 $124K 0.03% $122.78 +42.2%
85 BLACKROCK PRIVATE CREDIT FUND CLASS INSTITUTIONAL SHARES 5,155.0 $121K 0.03% +125.0 +2.5% $23.54
86 SCHW CHARLES SCHWAB CORP Financial Services 1,265.0 $119K 0.03% $94.08 -2.2%
87 MRK MERCK & CO. INC. Healthcare 956.0 $115K 0.03% $120.36 -4.1%
88 USB US BANCORP DEL Financial Services 2,166.0 $113K 0.03% $52.02 +12.8%
89 UBER UBER TECHNOLOGIES INC Technology 1,544.0 $111K 0.03% +12.0 +0.8% $71.93 -0.7%
90 GOOG ALPHABET INC CLASS CLASS C Communication Services 375.0 $108K 0.03% $287.45 +21.3%
91 EOG EOG RES INC Energy 723.0 $105K 0.03% $144.67 -8.2%
92 AJG GALLAGHER ARTHUR J & CO Financial Services 467.0 $101K 0.03% $216.81 -3.6%
93 MET METLIFE INC Financial Services 1,410.0 $100K 0.03% $70.76 +23.7%
94 VO VANGUARD MID-CAP INDEX FUND ETF SHARES 345.0 $99K 0.03% $287.21 -72.0%
95 PEP PEPSICO INC Consumer Defensive 634.0 $99K 0.03% $155.47 -9.5%
96 RF REGIONS FINL CORP NEW Financial Services 3,700.0 $97K 0.03% +36.0 +1.0% $26.12 +10.1%
97 O REALTY INCOME CORP REIT Real Estate 1,555.0 $95K 0.03% +19.0 +1.2% $61.25 -1.1%
98 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 5,960.0 $94K 0.03% +687.0 +13.0% $15.83 -17.5%
99 BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES 1,256.0 $94K 0.03% -41.0 -3.2% $74.46 -1.8%
100 PANW PALO ALTO NETWORKS INC Technology 580.0 $93K 0.03% $160.32 +78.6%
Page 5 of 15  ·  296 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
Financial Services 51.9%
Technology 16.2%
Communication Services 10.0%
Consumer Cyclical 8.6%
Consumer Defensive 5.7%
Healthcare 3.6%
Energy 1.7%
Industrials 1.0%
Real Estate 0.7%
Utilities 0.3%