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Portfolio (Quarterly) Guide ↗

Barnes Dennig Private Wealth Management LLC

· CIK 0002058270
13F Portfolio $125M AUM 365 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 365 New
Page 13 of 19  ·  365 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EEM ISHARES TR 179.0 $12K 0.01% NEW $68.41 -1.2%
242 ZTS ZOETIS INC Healthcare 165.0 $12K 0.01% NEW $71.86 +4.4%
243 STLD STEEL DYNAMICS INC Basic Materials 48.0 $11K 0.01% NEW $229.46 +2.8%
244 SPYV SPDR SER TR 181.0 $11K 0.01% NEW $60.79 +4.4%
245 APD AIR PRODS CHEMS INC Basic Materials 37.0 $11K 0.01% NEW $293.19 +4.2%
246 ITW ILLINOIS TOOL WKS INC Industrials 38.0 $10K 0.01% NEW $270.47 +4.1%
247 TT TRANE TECHNOLOGIES PLC Industrials 20.0 $10K 0.01% NEW $491.15 -7.5%
248 BAC BANK AMERICA CORP Financial Services 169.0 $10K 0.01% NEW $56.98 +7.3%
249 FE FIRSTENERGY CORP Utilities 184.0 $9K 0.01% NEW $47.54 -2.7%
250 SCHG SCHWAB STRATEGIC TR 256.0 $9K 0.01% NEW $33.84 +6.0%
251 VOO VANGUARD INDEX FDS 12.0 $9K 0.01% NEW $714.33 -0.8%
252 CRWD CROWDSTRIKE HLDGS INC Technology 11.0 $8K 0.01% NEW $190.80 +19.5%
253 ED CONSOLIDATED EDISON INC Utilities 74.0 $8K 0.01% NEW $110.64 -3.6%
254 IMCG ISHARES TR 78.0 $8K 0.01% NEW $98.29 +0.3%
255 EQIX EQUINIX INC Real Estate 7.0 $7K 0.01% NEW $1042.43 +3.3%
256 TSLA TESLA INC Consumer Cyclical 17.0 $7K 0.01% NEW $420.59 -15.6%
257 BA BOEING CO Industrials 32.0 $7K 0.01% NEW $216.47 -3.0%
258 IWP ISHARES TR 44.0 $6K 0.01% NEW $146.41 -2.1%
259 IYY ISHARES TR 35.0 $6K 0.01% NEW $182.29 +3.1%
260 JOBY JOBY AVIATION INC Industrials 705.0 $6K 0.01% NEW $8.92 -19.8%
Page 13 of 19  ·  365 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 35.8%
Financial Services 16.7%
Healthcare 13.5%
Industrials 10.3%
Consumer Cyclical 8.6%
Communication Services 8.0%
Consumer Defensive 4.4%
Basic Materials 1.3%
Energy 0.9%
Real Estate 0.3%