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Portfolio (Quarterly) Guide ↗

LeClair Wealth Partners LLC

· CIK 0002056667
13F Portfolio $193M AUM 132 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 132 New
Page 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CSCO CISCO SYS INC Technology 4,964.0 $583K 0.30% NEW $117.46 -6.0%
62 BMY BRISTOL-MYERS SQUIBB CO Healthcare 9,922.0 $572K 0.30% NEW $57.62 +15.5%
63 FVD FIRST TR EXCHANGE-TRADED FD 11,832.0 $570K 0.29% NEW $48.18 +4.3%
64 PSEC PROSPECT CAP CORP Financial Services 239,061.0 $552K 0.29% NEW $2.31 -2.2%
65 INTC INTEL CORP Technology 3,707.0 $518K 0.27% NEW $139.62 -35.9%
66 CB CHUBB LIMITED Financial Services 1,486.0 $506K 0.26% NEW $340.69 -0.4%
67 CAT CATERPILLAR INC Industrials 471.0 $502K 0.26% NEW $1065.39 -25.6%
68 AMAT APPLIED MATLS INC Technology 628.0 $454K 0.23% NEW $722.46 -36.7%
69 LRCX LAM RESEARCH CORP Technology 1,039.0 $450K 0.23% NEW $433.44 -30.6%
70 UNH UNITEDHEALTH GROUP INC Healthcare 1,064.0 $442K 0.23% NEW $415.65 -6.1%
71 NEE NEXTERA ENERGY INC Utilities 5,003.0 $439K 0.23% NEW $87.78 -6.4%
72 MSI MOTOROLA SOLUTIONS INC Technology 1,032.0 $429K 0.22% NEW $415.24 +16.6%
73 ALL ALLSTATE CORP Financial Services 1,772.0 $422K 0.22% NEW $237.94 +8.7%
74 AEP AMERICAN ELEC PWR CO INC Utilities 3,039.0 $416K 0.21% NEW $136.83 -10.7%
75 GE GE AEROSPACE Industrials 1,105.0 $413K 0.21% NEW $373.67 -10.5%
76 MIDCAP FINANCIAL INVSTMNT CO 40,885.0 $412K 0.21% NEW $10.08
77 BX BLACKSTONE INC Financial Services 3,353.0 $395K 0.20% NEW $117.68 +20.8%
78 ARCC ARES CAPITAL CORP Financial Services 21,087.0 $391K 0.20% NEW $18.53 +8.7%
79 QCOM QUALCOMM INC Technology 2,109.0 $390K 0.20% NEW $184.81 -8.8%
80 ABBV ABBVIE INC Healthcare 1,531.0 $385K 0.20% NEW $251.60 +1.7%
Page 4 of 7  ·  132 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 33.2%
Industrials 17.2%
Financial Services 12.9%
Consumer Cyclical 12.9%
Communication Services 6.9%
Healthcare 5.6%
Energy 4.5%
Basic Materials 2.3%
Consumer Defensive 1.7%
Utilities 1.5%