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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 6 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RLJ RLJ LODGING TR Real Estate 24,803.0 $294K 0.15% NEW $11.85 -3.3%
102 CSM PROSHARES TR 3,426.0 $292K 0.15% NEW $85.22 +4.1%
103 VZ VERIZON COMMUNICATIONS INC Communication Services 6,785.0 $287K 0.15% NEW $42.34 +18.3%
104 SRE SEMPRA Utilities 3,091.0 $287K 0.15% NEW $92.71 -9.0%
105 T AT&T INC Communication Services 13,711.0 $284K 0.15% NEW $20.70 +25.6%
106 XLV SELECT SECTOR SPDR TR 1,742.0 $276K 0.14% NEW $158.66 +7.9%
107 GS GOLDMAN SACHS GROUP INC Financial Services 271.0 $274K 0.14% NEW $1010.59 +2.3%
108 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 5,032.0 $268K 0.14% NEW $53.30 +4.4%
109 TRGP TARGA RES CORP Energy 978.0 $262K 0.14% NEW $268.14 +7.3%
110 IJH ISHARES TR 3,309.0 $255K 0.13% NEW $77.11 -1.8%
111 CLDT CHATHAM LODGING TR Real Estate 19,095.0 $253K 0.13% NEW $13.23 +3.3%
112 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,042.0 $251K 0.13% NEW $123.11 +31.9%
113 LIN LINDE PLC Basic Materials 483.0 $251K 0.13% NEW $519.29 -5.7%
114 MRVL MARVELL TECHNOLOGY INC Technology 816.0 $243K 0.13% NEW $297.89 -27.3%
115 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,122.0 $242K 0.12% NEW $34.00 +11.9%
116 XHR XENIA HOTELS & RESORTS INC Real Estate 11,773.0 $240K 0.12% NEW $20.36 -4.4%
117 IBM INTERNATIONAL BUSINESS MACHS Technology 852.0 $240K 0.12% NEW $281.31 -16.3%
118 KRG KITE REALTY GROUP TRUST Real Estate 8,398.0 $238K 0.12% NEW $28.38 -8.4%
119 VUG VANGUARD INDEX FDS 2,738.0 $236K 0.12% NEW $86.15 +2.8%
120 NXPI NXP SEMICONDUCTORS N V Technology 837.0 $235K 0.12% NEW $281.03 -20.4%
Page 6 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%