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Portfolio (Quarterly) Guide ↗

Brady Martz Wealth Solutions, LLC

· CIK 0002049470
13F Portfolio $662M AUM 228 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 87 Added 42 Reduced 4 Exited
Page 12 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DIEBOLD NIXDORF INC 2,409.0 $205K 0.03% NEW $85.02
222 AER AERCAP HOLDINGS NV Industrials 1,397.0 $204K 0.03% NEW $145.78 +0.3%
223 XLK SELECT SECTOR SPDR TR 1,068.0 $203K 0.03% NEW $190.52 -3.8%
224 EXEL EXELIXIS INC Healthcare 3,739.0 $203K 0.03% NEW $54.41 -0.6%
225 NRG NRG ENERGY INC Utilities 1,385.0 $202K 0.03% NEW $146.06 -22.6%
226 EC ECOPETROL S A Energy 12,788.0 $182K 0.03% $14.24 +23.1%
227 SVM SILVERCORP METALS INC Basic Materials 17,687.0 $179K 0.03% +972.0 +5.8% $10.10 +24.1%
228 GILT GILAT SATELLITE NETWORKS LTD Technology 11,471.0 $153K 0.02% $13.31 -21.1%
Page 12 of 12  ·  228 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 34.8%
Financial Services 10.5%
Industrials 10.3%
Consumer Cyclical 9.7%
Consumer Defensive 9.1%
Healthcare 9.0%
Communication Services 7.7%
Energy 5.4%
Utilities 1.7%
Basic Materials 1.3%