Portfolio (Quarterly) Guide ↗

Box Hill Private Wealth LLC

· CIK 0002094120

13F Portfolio $125M AUM 67 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 30 Added 17 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,714	$251K	0.25%	SOLD
2	ISRG	INTUITIVE SURGICAL INC	Healthcare	522	$241K	0.24%	SOLD
3	CVX	CHEVRON CORP NEW	Energy	1,063	$220K	0.22%	SOLD
4	XLE	SELECT SECTOR SPDR TR	—	3,493	$214K	0.21%	SOLD
5	XAR	SPDR SERIES TRUST	—	810	$206K	0.20%	SOLD
6	—	NYXOAH S A	—	15,214	$44K	0.04%	SOLD

Sector Allocation

Technology 39.5%

Financial Services 31.5%

Consumer Cyclical 10.8%

Communication Services 8.3%

Industrials 3.8%

Healthcare 2.5%

Consumer Defensive 2.5%

Energy 1.1%