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Portfolio (Quarterly) Guide ↗

Osprey Private Wealth LLC

· CIK 0002041805
13F Portfolio $387M AUM 88 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 36 Added 13 Reduced 2 Exited
Page 3 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NFLX NETFLIX INC. COM Communication Services 24,751.0 $1.8M 0.46% +14K +132.4% $71.40 +11.8%
42 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 7,500.0 $1.7M 0.43% $223.95 +27.1%
43 NVS NOVARTIS AG SPONSORED ADR Healthcare 10,000.0 $1.6M 0.41% $156.72 -1.3%
44 DHR DANAHER CORP DEL COM Healthcare 8,125.0 $1.5M 0.40% -13K -60.8% $190.48 +13.2%
45 EXXONMOBIL HOLDINGS CORP COM SHS 11,193.0 $1.5M 0.40% NEW $136.72
46 PG PROCTER & GAMBLE CO COM Consumer Defensive 9,943.0 $1.5M 0.38% +668.0 +7.2% $146.64 -2.4%
47 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 30,650.0 $1.4M 0.37% $46.92 +0.8%
48 VOO VANGUARD S&P 500 ETF 2,066.0 $1.4M 0.37% $686.81 +3.2%
49 SBUX STARBUCKS CORP COM Consumer Cyclical 13,040.0 $1.3M 0.34% $102.19 +5.0%
50 VTV VANGUARD MORNINGSTAR VALUE ETF 5,757.0 $1.3M 0.32% $217.93 +3.5%
51 HONEYWELL INTL INC COM 4,731.0 $1.1M 0.27% NEW $223.90
52 HONEYWELL AEROSPACE INC COM 4,731.0 $1.0M 0.27% NEW $221.08
53 DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 16,037.0 $863K 0.22% $53.79 +3.0%
54 VUG VANGUARD MORNINGSTAR GROWTH ETF 8,764.0 $755K 0.20% +7K +499.9% $86.14 +3.2%
55 IVV ISHARES CORE S&P 500 ETF 1,006.0 $754K 0.20% $749.16 +3.4%
56 ENS ENERSYS COM Industrials 3,220.0 $753K 0.19% -50.0 -1.5% $233.82 -18.3%
57 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 1,570.0 $750K 0.19% +70.0 +4.7% $477.57 -10.5%
58 BKR BAKER HUGHES COMPANY CL A Energy 12,925.0 $717K 0.18% NEW $55.50 +11.9%
59 IGM ISHARES EXPANDED TECH SECTOR ETF 4,102.0 $671K 0.17% $163.58 -0.6%
60 WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST 6,198.0 $630K 0.16% $101.72 +7.0%
Page 3 of 5  ·  88 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 21.6%
Healthcare 19.1%
Financial Services 19.0%
Consumer Cyclical 14.1%
Communication Services 8.3%
Industrials 7.8%
Consumer Defensive 5.4%
Basic Materials 2.9%
Energy 1.0%
Utilities 0.9%