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Portfolio (Quarterly) Guide ↗

Aventura Private Wealth, LLC

· CIK 0002074418
13F Portfolio $326M AUM 986 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 199 New 280 Added 168 Reduced 72 Exited
Page 8 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 REXR REXFORD INDL RLTY INC COM Real Estate 84.0 $3K 0.00% NEW $33.50 +10.6%
142 RNP COHEN & STEERS REIT & PFD & COM Financial Services 137.0 $3K 0.00% NEW $20.27 -0.6%
143 AXIA ENERGIA SA SPONSORED ADR 263.0 $3K 0.00% NEW $10.56
144 UI UBIQUITI INC COM Technology 5.0 $3K 0.00% NEW $534.00 +9.9%
145 ILMN ILLUMINA INC COM Healthcare 15.0 $3K 0.00% NEW $175.80 +17.8%
146 BIRKENSTOCK HOLDING PLC COM SHS 61.0 $3K 0.00% NEW $43.03
147 BKSY BLACKSKY TECHNOLOGY INC CL A NEW Technology 94.0 $3K 0.00% NEW $27.91 -23.2%
148 RELX RELX PLC SPONSORED ADR Communication Services 82.0 $3K 0.00% NEW $31.67 +12.7%
149 NXE NEXGEN ENERGY LTD COM Energy 270.0 $3K 0.00% NEW $9.39 +5.8%
150 J JACOBS SOLUTIONS INC COM Industrials 20.0 $3K 0.00% NEW $126.00 +16.1%
151 VIST VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS Energy 39.0 $2K 0.00% NEW $63.79 +17.1%
152 URG UR-ENERGY INC COM Energy 1,800.0 $2K 0.00% NEW $1.36 -1.5%
153 RIG TRANSOCEAN LTD REGISTERED SHS Energy 500.0 $2K 0.00% NEW $4.89 +21.1%
154 BE BLOOM ENERGY CORP COM CL A Industrials 8.0 $2K 0.00% NEW $302.75 -29.4%
155 MGRC MCGRATH RENTCORP COM Industrials 20.0 $2K 0.00% NEW $121.05 -8.4%
156 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 48.0 $2K 0.00% NEW $50.42 +7.6%
157 DB DEUTSCHE BK AG NAMEN AKT Financial Services 71.0 $2K 0.00% NEW $33.76 +17.2%
158 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 138.0 $2K 0.00% NEW $17.36 +13.6%
159 CCEP COCA-COLA EUROPACIFIC PARTNERS SHS Consumer Defensive 23.0 $2K 0.00% NEW $100.09 +7.5%
160 CENX CENTURY ALUM CO COM Basic Materials 50.0 $2K 0.00% NEW $46.02 +1.7%
Page 8 of 10  ·  199 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 48.2%
Financial Services 12.1%
Consumer Cyclical 9.1%
Industrials 7.6%
Healthcare 7.0%
Communication Services 6.6%
Consumer Defensive 3.5%
Utilities 2.4%
Basic Materials 1.5%
Energy 1.5%