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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 14 of 19  ·  365 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DFAE DIMENSIONAL ETF TRUST 149.0 $6K 0.01% NEW $40.21 -0.5%
262 VZ VERIZON COMMUNICATIONS INC Communication Services 137.0 $6K 0.01% NEW $42.34 +16.7%
263 CSGP COSTAR GROUP INC Real Estate 203.0 $6K 0.01% NEW $28.32 +10.7%
264 DIS DISNEY WALT CO Communication Services 57.0 $5K 0.00% NEW $96.25 +11.0%
265 BINC BLACKROCK ETF TRUST II 103.0 $5K 0.00% NEW $52.34 -0.5%
266 PNC PNC FINL SVCS GROUP INC Financial Services 21.0 $5K 0.00% NEW $246.24 -1.1%
267 MET METLIFE INC Financial Services 61.0 $5K 0.00% NEW $84.61 +13.8%
268 ETN EATON CORP PLC Industrials 10.0 $4K 0.00% NEW $426.10 -2.4%
269 TFC TRUIST FINL CORP Financial Services 85.0 $4K 0.00% NEW $49.82 +1.0%
270 CI THE CIGNA GROUP Healthcare 15.0 $4K 0.00% NEW $275.67 +0.7%
271 SNPS SYNOPSYS INC Technology 9.0 $4K 0.00% NEW $446.11 +4.2%
272 EFV ISHARES TR 51.0 $4K 0.00% NEW $76.55 +6.8%
273 CDNS CADENCE DESIGN SYSTEM INC Technology 10.0 $4K 0.00% NEW $375.30 -7.4%
274 MDLZ MONDELEZ INTL INC Consumer Defensive 62.0 $4K 0.00% NEW $57.84 +7.9%
275 LNG CHENIERE ENERGY INC Energy 15.0 $4K 0.00% NEW $239.00 +17.5%
276 NVO NOVO NORDISK A S Healthcare 68.0 $3K 0.00% NEW $47.94 -3.5%
277 DEM WISDOMTREE TR 60.0 $3K 0.00% NEW $53.78 +3.0%
278 PCAR PACCAR INC Industrials 26.0 $3K 0.00% NEW $120.12 +5.3%
279 APA APA CORPORATION Energy 90.0 $3K 0.00% NEW $32.57 +30.1%
280 IBB ISHARES TR 15.0 $3K 0.00% NEW $190.20 +12.9%
Page 14 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%