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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 7 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 870.0 $255K 0.24% $293.18 +3.6%
122 VXUS VANGUARD STAR FDS 2,851.0 $244K 0.23% +15.0 +0.5% $85.49 +3.1%
123 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,416.0 $239K 0.23% $168.54 -9.0%
124 RELX RELX PLC Communication Services 7,451.0 $236K 0.22% NEW $31.67 +13.3%
125 PSX PHILLIPS 66 Energy 1,331.0 $225K 0.21% +67.0 +5.3% $169.05 +40.1%
126 AFL AFLAC INC Financial Services 1,900.0 $223K 0.21% $117.25 -0.9%
127 PH PARKER-HANNIFIN CORP Industrials 222.0 $217K 0.20% $978.27 +3.9%
128 IBM INTERNATIONAL BUSINESS MACHS Technology 772.0 $217K 0.20% NEW $281.03 -16.7%
129 RS RELIANCE INC Basic Materials 580.0 $217K 0.20% $373.60 +2.8%
130 FCX FREEPORT MCMORAN INC Basic Materials 3,340.0 $210K 0.20% $62.89 +27.0%
131 MOD MODINE MFG CO Consumer Cyclical 785.0 $210K 0.20% $267.02 -29.5%
132 ED CONSOLIDATED EDISON INC Utilities 1,890.0 $209K 0.20% NEW $110.63 -3.2%
133 VLUE ISHARES TR 1,019.0 $204K 0.19% NEW $199.81 +0.7%
Page 7 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%