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Portfolio (Quarterly) Guide ↗

Ball & Co Wealth Management Inc.

· CIK 0002057075
13F Portfolio $141M AUM 74 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 24 Added 11 Reduced 17 Exited
Page 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 8,429.0 $333K 0.24% NEW $39.51 +11.2%
22 AMZN AMAZON COM INC Consumer Cyclical 1,284.0 $306K 0.22% +668.0 +108.4% $238.32 +11.8%
23 JPM JPMORGAN CHASE & CO. Financial Services 856.0 $280K 0.20% $327.10 +9.3%
24 FESM FIDELITY COVINGTON TRUST 5,320.0 $256K 0.18% +5K +10000.0% $48.12 -1.5%
25 XOM EXXON MOBIL CORP Energy 1,795.0 $245K 0.17% +13.0 +0.7% $136.49 +14.8%
26 SBUX STARBUCKS CORP Consumer Cyclical 2,312.0 $236K 0.17% +2K +385.7% $102.08 +5.7%
27 COST COSTCO WHSL CORP NEW Consumer Defensive 232.0 $217K 0.15% $935.34 +1.1%
28 HD HOME DEPOT INC Consumer Cyclical 614.0 $216K 0.15% +369.0 +150.6% $351.79 -6.1%
29 NVDA NVIDIA CORPORATION Technology 1,040.0 $208K 0.15% NEW $200.00 +8.8%
30 MAR MARRIOTT INTL INC NEW Consumer Cyclical 534.0 $198K 0.14% $370.79 -5.3%
31 BBBY BED BATH & BEYOND INC Consumer Cyclical 29,988.0 $173K 0.12% NEW $5.77 -25.8%
32 CLX CLOROX CO DEL Consumer Defensive 912.0 $87K 0.06% +12.0 +1.3% $95.39 +7.5%
33 IXUS ISHARES TR 910.0 $86K 0.06% NEW $94.51 +3.4%
34 GOOG ALPHABET INC 203.0 $71K 0.05% $349.75
35 BA BOEING CO Industrials 315.0 $68K 0.05% -35.0 -10.0% $215.87 -2.8%
36 NFLX NETFLIX INC Communication Services 837.0 $59K 0.04% -208.0 -19.9% $70.49 +15.9%
37 IYK ISHARES TR 823.0 $59K 0.04% +365.0 +79.7% $71.69 +4.8%
38 PM PHILIP MORRIS INTL INC Consumer Defensive 324.0 $58K 0.04% +3.0 +0.9% $179.01 +7.2%
39 NOC NORTHROP GRUMMAN CORP Industrials 102.0 $52K 0.04% $509.80 +7.0%
40 BERKSHIRE HATHAWAY INC DEL 100.0 $50K 0.04% $500.00
Page 2 of 4  ·  74 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 60.3%
Healthcare 25.2%
Technology 4.5%
Consumer Cyclical 4.3%
Communication Services 2.7%
Consumer Defensive 1.5%
Energy 0.9%
Industrials 0.4%
Utilities 0.1%
Basic Materials 0.0%