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Portfolio (Quarterly) Guide ↗

Expressive Wealth LLC

· CIK 0002026980
13F Portfolio $106M AUM 133 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 52 Added 40 Reduced 14 Exited
Page 4 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 APH AMPHENOL CORP Technology 3,219.0 $568K 0.54% -279.0 -8.0% $176.32 -9.9%
62 VYM VANGUARD WHITEHALL FDS 3,530.0 $558K 0.53% +80.0 +2.3% $158.03 +4.3%
63 CME CME GROUP INC Financial Services 2,522.0 $557K 0.53% -13.0 -0.5% $220.83 +25.6%
64 FORTINET INC 3,608.0 $554K 0.52% -3K -45.8% $153.62
65 TS TENARIS S A Energy 9,924.0 $551K 0.52% NEW $55.49 -1.6%
66 ITT ITT INC Industrials 2,682.0 $530K 0.50% -41.0 -1.5% $197.76 +4.2%
67 STRL STERLING INFRASTRUCTURE INC Industrials 623.0 $523K 0.49% $839.36 -42.1%
68 GS GOLDMAN SACHS GROUP INC Financial Services 516.0 $522K 0.49% $1011.49 +4.7%
69 BMY BRISTOL-MYERS SQUIBB CO Healthcare 9,042.0 $521K 0.49% $57.62 +17.9%
70 FIX COMFORT SYS USA INC Industrials 258.0 $511K 0.48% NEW $1981.95 -21.2%
71 IGIB ISHARES TR 9,606.0 $511K 0.48% -459.0 -4.6% $53.17 -1.3%
72 B BARRICK MNG CORP Basic Materials 13,371.0 $491K 0.46% +1K +8.1% $36.73 +33.1%
73 TYL TYLER TECHNOLOGIES INC Technology 1,677.0 $490K 0.46% -17.0 -1.0% $292.46 +19.7%
74 VV VANGUARD INDEX FDS 1,419.0 $488K 0.46% $343.91 +2.6%
75 TDG TRANSDIGM GROUP INC Industrials 361.0 $481K 0.45% NEW $1332.04 -10.5%
76 ISRG INTUITIVE SURGICAL INC Healthcare 1,197.0 $476K 0.45% -12.0 -1.0% $397.68 -6.5%
77 EOG EOG RES INC Energy 3,654.0 $474K 0.45% +396.0 +12.2% $129.73 +13.2%
78 MET METLIFE INC Financial Services 5,601.0 $474K 0.45% -367.0 -6.2% $84.61 +13.3%
79 STN STANTEC INC Industrials 6,785.0 $468K 0.44% +118.0 +1.8% $68.91 +6.6%
80 MCK MCKESSON CORP Healthcare 611.0 $462K 0.44% +13.0 +2.2% $755.61 +19.8%
Page 4 of 7  ·  133 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 28.3%
Financial Services 23.6%
Industrials 17.6%
Healthcare 11.3%
Communication Services 5.2%
Consumer Cyclical 3.7%
Energy 3.6%
Basic Materials 3.0%
Utilities 2.2%
Consumer Defensive 1.4%