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Portfolio (Quarterly) Guide ↗

Maridea Wealth Management LLC

· CIK 0002056245
13F Portfolio $924M AUM 547 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 208 New 197 Added 131 Reduced 63 Exited
Page 7 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SHW SHERWIN WILLIAMS CO Basic Materials 924.0 $318K 0.03% NEW $344.46 +2.7%
122 SCCO SOUTHERN COPPER CORP Basic Materials 1,811.0 $316K 0.03% NEW $174.26 +11.7%
123 CME CME GROUP INC Financial Services 1,421.0 $314K 0.03% NEW $220.84 +20.9%
124 FLJH FRANKLIN TEMPLETON ETF TR 6,829.0 $312K 0.03% NEW $45.63 -1.1%
125 VMI VALMONT INDS INC Industrials 538.0 $311K 0.03% NEW $577.24 -16.1%
126 COPX GLOBAL X FDS 4,000.0 $308K 0.03% NEW $76.97 +14.7%
127 F FORD MTR CO Consumer Cyclical 21,853.0 $304K 0.03% NEW $13.90 +4.2%
128 TEL TE CONNECTIVITY PLC Technology 1,488.0 $300K 0.03% NEW $201.66 +1.0%
129 PM PHILIP MORRIS INTL INC Consumer Defensive 1,655.0 $299K 0.03% NEW $180.86 +5.0%
130 MUSA MURPHY USA INC Consumer Cyclical 552.0 $298K 0.03% NEW $539.09 +5.4%
131 HYTI FIRST TR EXCHANGE-TRADED FD 15,311.0 $293K 0.03% NEW $19.11 -0.6%
132 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,221.0 $292K 0.03% NEW $131.56 +5.4%
133 FMB FIRST TR EXCH TRADED FD III 5,688.0 $292K 0.03% NEW $51.36 -1.7%
134 BP BP PLC Energy 7,809.0 $289K 0.03% NEW $36.95 +18.3%
135 DNP DNP SELECT INCOME FD INC Financial Services 26,655.0 $288K 0.03% NEW $10.79 +1.7%
136 J JACOBS SOLUTIONS INC Industrials 2,251.0 $284K 0.03% NEW $126.00 +17.0%
137 MBCC NORTHERN LTS FD TR IV 6,810.0 $283K 0.03% NEW $41.60 -4.5%
138 SIL GLOBAL X FDS 3,647.0 $282K 0.03% NEW $77.46 +23.8%
139 ABRDN ASIA PACIFIC INCOME FU 19,045.0 $280K 0.03% NEW $14.71
140 KEY KEYCORP Financial Services 12,090.0 $279K 0.03% NEW $23.05 -4.1%
Page 7 of 11  ·  208 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
Financial Services 30.8%
Technology 29.6%
Consumer Cyclical 10.3%
Industrials 8.5%
Communication Services 7.9%
Healthcare 5.6%
Energy 2.4%
Basic Materials 1.5%
Consumer Defensive 1.4%
Utilities 1.1%