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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 4 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VB VANGUARD MORNINGSTAR SMALL-CAP ETF 1,875.0 $569K 0.15% +17.0 +0.9% $303.24 +0.3%
62 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 10,500.0 $550K 0.14% NEW $52.41 -0.4%
63 INTC INTEL CORP COM Technology 3,900.0 $545K 0.14% NEW $139.63 -34.0%
64 ABT ABBOTT LABORATORIES COM Healthcare 5,015.0 $455K 0.12% $90.74 +22.9%
65 CEG CONSTELLATION ENERGY CORP COM Utilities 1,821.0 $452K 0.12% NEW $248.31 +13.7%
66 EOG EOG RES INC COM Energy 3,325.0 $431K 0.11% $129.73 +11.4%
67 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 8,482.0 $418K 0.11% $49.28 +2.4%
68 PM PHILIP MORRIS INTL INC COM Consumer Defensive 2,300.0 $416K 0.11% -150.0 -6.1% $180.91 +5.3%
69 IWF ISHARES RUSSELL 1000 GROWTH ETF 3,264.0 $405K 0.10% +2K +300.0% $124.17 -0.2%
70 CSL CARLISLE COS INC COM Industrials 1,095.0 $397K 0.10% $362.75 -0.6%
71 GNRC GENERAC HLDGS INC COM Industrials 1,350.0 $395K 0.10% $292.81 -32.6%
72 ADBE ADOBE INC COM Technology 1,892.0 $388K 0.10% -765.0 -28.8% $205.02 +41.0%
73 UNP UNION PAC CORP COM Industrials 1,345.0 $366K 0.09% +95.0 +7.6% $272.00 +13.1%
74 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 712.0 $354K 0.09% NEW $497.25 +10.1%
75 KO COCA COLA CO COM Consumer Defensive 3,986.0 $324K 0.08% $81.27 +9.6%
76 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 3,125.0 $320K 0.08% $102.30 -3.1%
77 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 2,472.0 $308K 0.08% $124.76 +1.0%
78 MA MASTERCARD INCORPORATED CL A Financial Services 597.0 $306K 0.08% NEW $513.23 +15.3%
79 GLD SPDR GOLD SHARES Financial Services 800.0 $295K 0.08% $368.38 +14.7%
80 DCI DONALDSON INC COM Industrials 3,200.0 $287K 0.07% $89.77 +2.9%
Page 4 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%