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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 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 89.0 $50K 0.04% -7.0 -7.3% $561.80 +2.9%
42 FFUT FIDELITY GREENWOOD STREET TR 837.0 $48K 0.03% NEW $57.35 +7.0%
43 TRS TRIMAS CORP Consumer Cyclical 1,003.0 $45K 0.03% $44.87 -11.9%
44 CVS CVS HEALTH CORP Healthcare 410.0 $42K 0.03% -498.0 -54.9% $102.44 -9.2%
45 MO ALTRIA GROUP INC Consumer Defensive 474.0 $34K 0.02% +7.0 +1.5% $71.73 -4.3%
46 T AT&T INC Communication Services 1,438.0 $29K 0.02% +15.0 +1.1% $20.17 +29.0%
47 XLK SELECT SECTOR SPDR TR 154.0 $29K 0.02% NEW $188.31 -1.4%
48 PBYI PUMA BIOTECHNOLOGY INC Healthcare 3,066.0 $24K 0.02% $7.83 +15.7%
49 SRE SEMPRA Utilities 245.0 $22K 0.02% $89.80 -6.1%
50 MSFT MICROSOFT CORP Technology 57.0 $21K 0.01% $368.42 +39.4%
51 SMMT SUMMIT THERAPEUTICS INC Healthcare 1,500.0 $21K 0.01% $14.00 -1.9%
52 CANADIAN PACIFIC KANSAS CITY 205.0 $17K 0.01% $82.93
53 ROKU ROKU INC Communication Services 130.0 $17K 0.01% -170.0 -56.7% $130.77 +20.6%
54 KO COCA COLA CO Consumer Defensive 189.0 $15K 0.01% +1.0 +0.5% $79.37 +13.0%
55 BMY BRISTOL-MYERS SQUIBB CO Healthcare 198.0 $11K 0.01% +2.0 +1.0% $55.56 +19.8%
56 MET METLIFE INC Financial Services 77.0 $6K 0.00% +1.0 +1.3% $77.92 +23.9%
57 LLY ELI LILLY & CO Healthcare 5.0 $6K 0.00% $1200.00 -2.3%
58 JNJ JOHNSON & JOHNSON Healthcare 23.0 $5K 0.00% $217.39 +23.3%
59 MRK MERCK & CO INC Healthcare 31.0 $4K 0.00% $129.03 +15.0%
60 PFE PFIZER INC Healthcare 194.0 $4K 0.00% +3.0 +1.6% $20.62 +35.6%
Page 3 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%