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Portfolio (Quarterly) Guide ↗

BINGHAM PRIVATE WEALTH, LLC

· CIK 0002063211
13F Portfolio $145M AUM 178 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 178 New
Page 3 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MA MASTERCARD INCORPORATED Financial Services 1,946.0 $999K 0.69% NEW $513.52 +15.9%
42 BAC BANK OF AMER CORP Financial Services 16,693.0 $951K 0.66% NEW $56.98 +9.4%
43 KLAC KLA CORP Technology 3,150.0 $950K 0.65% NEW $301.71 -41.8%
44 C CITIGROUP INC Financial Services 6,637.0 $929K 0.64% NEW $139.96 -5.1%
45 DELL DELL TECHNOLOGIES INC Technology 2,151.0 $928K 0.64% NEW $431.46 +5.7%
46 MRK MERCK & CO INC Healthcare 7,105.0 $913K 0.63% NEW $128.53 +15.4%
47 RACE FERRARI N V Consumer Cyclical 2,443.0 $910K 0.63% NEW $372.29 +13.0%
48 ABNB AIRBNB INC Consumer Cyclical 6,174.0 $883K 0.61% NEW $143.10 +32.4%
49 NEE NEXTERA ENERGY INC Utilities 9,768.0 $857K 0.59% NEW $87.77 -6.8%
50 LNG CHENIERE ENERGY INC Energy 3,534.0 $845K 0.58% NEW $239.01 +18.1%
51 AMAT APPLIED MATLS INC Technology 1,167.0 $844K 0.58% NEW $723.00 -36.1%
52 VZ VERIZON COMMUNICATIONS INC Communication Services 19,781.0 $838K 0.58% NEW $42.38 +18.2%
53 UNH UNITEDHEALTH GROUP INC Healthcare 1,987.0 $826K 0.57% NEW $415.65 -5.5%
54 CB CHUBB LIMITED Financial Services 2,391.0 $815K 0.56% NEW $340.74 -0.2%
55 FDX FEDEX CORP Industrials 2,600.0 $814K 0.56% NEW $313.13 +5.7%
56 SLB SLB LIMITED Energy 17,468.0 $812K 0.56% NEW $46.49 +23.3%
57 AMD ADVANCED MICRO DEVICES INC Technology 1,377.0 $800K 0.55% NEW $580.91 -19.9%
58 RTX RTX CORPORATION Industrials 4,175.0 $792K 0.55% NEW $189.73 +11.6%
59 AZN ASTRAZENECA PLC Healthcare 4,104.0 $778K 0.54% NEW $189.62 -14.2%
60 KO COCA COLA CO Consumer Defensive 9,501.0 $772K 0.53% NEW $81.27 +10.3%
Page 3 of 9  ·  178 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 30.0%
Financial Services 16.8%
Healthcare 10.2%
Consumer Cyclical 9.3%
Industrials 8.9%
Consumer Defensive 6.8%
Communication Services 6.6%
Energy 4.5%
Utilities 3.3%
Basic Materials 2.3%