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Portfolio (Quarterly) Guide ↗

Cove Private Wealth, LLC

· CIK 0002015131
13F Portfolio $336M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 159 New
Page 8 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SHEL SHELL PLC Energy 3,655.0 $269K 0.08% NEW $73.48 +19.4%
142 LOW LOWES COS INC Consumer Cyclical 1,110.0 $268K 0.08% NEW $241.16 -10.5%
143 VOE VANGUARD INDEX FDS 1,500.0 $266K 0.08% NEW $177.37 +8.0%
144 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,026.0 $264K 0.08% NEW $257.23 -14.6%
145 QUAL ISHARES TR 1,265.0 $251K 0.07% NEW $198.62 +6.6%
146 WM WASTE MGMT INC DEL Industrials 1,117.0 $245K 0.07% NEW $219.71 -0.7%
147 CEG CONSTELLATION ENERGY CORP Utilities 693.0 $245K 0.07% NEW $353.27 -19.1%
148 TT TRANE TECHNOLOGIES PLC Industrials 621.0 $242K 0.07% NEW $389.20 +14.6%
149 DSI ISHARES TR 1,866.0 $240K 0.07% NEW $128.83 +8.9%
150 UNP UNION PAC CORP Industrials 1,032.0 $239K 0.07% NEW $231.32 +14.5%
151 LHX L3HARRIS TECHNOLOGIES INC Industrials 805.0 $236K 0.07% NEW $293.57 +4.4%
152 ROK ROCKWELL AUTOMATION INC Industrials 600.0 $233K 0.07% NEW $389.07 +11.7%
153 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,305.0 $233K 0.07% NEW $37.00 -12.1%
154 VBK VANGUARD INDEX FDS 759.0 $229K 0.07% NEW $302.11 +12.7%
155 APD AIR PRODS & CHEMS INC Basic Materials 906.0 $224K 0.07% NEW $247.02 +17.6%
156 CRWD CROWDSTRIKE HLDGS INC Technology 454.0 $213K 0.06% NEW $468.76 +38.0%
157 PYPL PAYPAL HLDGS INC Financial Services 3,615.0 $211K 0.06% NEW $58.38 -24.5%
158 IWN ISHARES TR 1,111.0 $201K 0.06% NEW $181.21 +14.9%
159 NEWSMAX INC 13,888.0 $107K 0.03% NEW $7.73
Page 8 of 8  ·  159 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 40.6%
Financial Services 12.9%
Communication Services 11.6%
Healthcare 9.1%
Consumer Cyclical 8.5%
Industrials 8.2%
Consumer Defensive 3.7%
Energy 2.1%
Basic Materials 1.4%
Utilities 1.1%