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Portfolio (Quarterly) Guide ↗

Cove Private Wealth, LLC

· CIK 0002015131
13F Portfolio $518M AUM 207 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 105 Added 14 Reduced 5 Exited
Page 9 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ACN ACCENTURE PLC IRELAND Technology 3,124.0 $389K 0.07% +44.0 +1.4% $124.44 +50.7%
162 VRSK VERISK ANALYTICS INC Industrials 2,150.0 $386K 0.07% NEW $179.53 +5.1%
163 AZN ASTRAZENECA PLC Healthcare 2,031.0 $385K 0.07% +31.0 +1.6% $189.62 -10.7%
164 GLW CORNING INC Technology 1,500.0 $383K 0.07% $255.43 -42.4%
165 IEFA ISHARES TR 3,952.0 $382K 0.07% +578.0 +17.1% $96.58 +4.9%
166 TGT TARGET CORP Consumer Defensive 2,906.0 $380K 0.07% +70.0 +2.5% $130.61 +24.8%
167 PWR QUANTA SVCS INC Industrials 518.0 $373K 0.07% $720.04 -16.3%
168 WM WASTE MGMT INC DEL Industrials 1,652.0 $368K 0.07% +535.0 +47.9% $222.88 +0.1%
169 BAC BANK OF AMER CORP Financial Services 6,326.0 $360K 0.07% +152.0 +2.5% $56.98 +9.8%
170 VGK VANGUARD INTL EQUITY INDEX F 4,058.0 $359K 0.07% NEW $88.54 +5.1%
171 SNA SNAP ON INC Industrials 851.0 $342K 0.07% +110.0 +14.8% $402.40 -2.0%
172 T AT&T INC Communication Services 15,953.0 $330K 0.06% +133.0 +0.8% $20.70 +24.7%
173 IWR ISHARES TR 2,992.0 $330K 0.06% +145.0 +5.1% $110.32 +2.4%
174 GS GOLDMAN SACHS GROUP INC Financial Services 325.0 $329K 0.06% $1011.37 +5.1%
175 DOV DOVER CORP Industrials 1,450.0 $325K 0.06% NEW $224.28 -9.6%
176 BX BLACKSTONE INC Financial Services 2,680.0 $315K 0.06% -77.0 -2.8% $117.67 +21.7%
177 EMR EMERSON ELEC CO Industrials 2,192.0 $314K 0.06% NEW $143.15 +8.6%
178 UNILEVER PLC 5,065.0 $305K 0.06% NEW $60.12
179 J JACOBS SOLUTIONS INC Industrials 2,389.0 $301K 0.06% $126.00 +19.8%
180 ROK ROCKWELL AUTOMATION INC Industrials 605.0 $300K 0.06% $495.08 -13.0%
Page 9 of 11  ·  207 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 39.9%
Industrials 15.4%
Financial Services 12.5%
Consumer Cyclical 8.2%
Healthcare 8.0%
Communication Services 7.2%
Consumer Defensive 4.6%
Basic Materials 1.6%
Energy 1.3%
Utilities 0.9%