BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Ducere Wealth Management LLC

· CIK 0002083656
13F Portfolio $333M AUM 135 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 34 New 55 Added 39 Reduced 29 Exited
Page 3 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MPWR MONOLITHIC PWR SYS INC Technology 1,519.0 $2.1M 0.63% +174.0 +12.9% $1381.98 -8.3%
42 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,200.0 $2.1M 0.62% +698.0 +46.5% $935.39 +0.9%
43 IESC IES HOLDINGS INC Industrials 2,466.0 $1.8M 0.55% NEW $734.66 -58.8%
44 HYS PIMCO ETF TR 18,956.0 $1.8M 0.53% NEW $93.52 -0.5%
45 GEV GE VERNOVA INC Utilities 1,494.0 $1.8M 0.53% +1K +293.2% $1175.12 -23.5%
46 SCHW SCHWAB CHARLES CORP Financial Services 18,813.0 $1.7M 0.52% +13K +203.9% $92.27 +19.0%
47 CRWD CROWDSTRIKE HLDGS INC Technology 2,243.0 $1.7M 0.52% NEW $190.78 +21.1%
48 DELL DELL TECHNOLOGIES INC Technology 3,874.0 $1.7M 0.50% NEW $431.46 +6.0%
49 APP APPLOVIN CORP Technology 3,203.0 $1.7M 0.50% +1K +80.5% $515.23 -39.4%
50 ANET ARISTA NETWORKS INC Technology 9,280.0 $1.6M 0.47% +3K +43.2% $169.88 +15.2%
51 VANGUARD CALIF TAX FREE FDS 15,212.0 $1.5M 0.46% +194.0 +1.3% $100.60
52 GSLC GOLDMAN SACHS ETF TR 10,401.0 $1.5M 0.44% -8K -44.6% $141.88 +3.1%
53 GE GE AEROSPACE Industrials 3,947.0 $1.5M 0.44% +3K +320.8% $373.70 -10.2%
54 SE SEA LTD Consumer Cyclical 14,867.0 $1.4M 0.43% NEW $95.83 +18.4%
55 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,950.0 $1.4M 0.42% +2K +298.6% $477.57 -13.0%
56 LNG CHENIERE ENERGY INC Energy 5,816.0 $1.4M 0.42% NEW $239.01 +22.0%
57 WCMI FIRST TR EXCHANGE-TRADED FD 69,319.0 $1.4M 0.41% $19.57 +0.7%
58 HUDSON PACIFIC PROPERTIES IN 87,063.0 $1.3M 0.40% +10K +13.2% $15.19
59 CENCORA INC 4,556.0 $1.3M 0.39% -3K -35.6% $282.98
60 MEDP MEDPACE HLDGS INC Healthcare 2,403.0 $1.3M 0.38% -540.0 -18.4% $529.59 +12.2%
Page 3 of 7  ·  135 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 53.0%
Industrials 13.2%
Financial Services 11.4%
Consumer Cyclical 9.1%
Healthcare 4.6%
Energy 2.3%
Consumer Defensive 2.2%
Communication Services 1.9%
Utilities 1.4%
Basic Materials 0.5%