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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 Chg Shares Chg % Period Price ① Since Period ①
1 GAMESTOP CORP 37,969.0 $838K 0.67% NEW $22.08
2 AMD ADVANCED MICRO DEVICES INC Technology 775.0 $450K 0.36% NEW $580.91 -18.5%
3 INTC INTEL CORP Technology 2,869.0 $401K 0.32% NEW $139.63 -34.6%
4 SOXX ISHARES TR 580.0 $372K 0.30% NEW $640.76 -18.6%
5 AMAT APPLIED MATLS INC Technology 502.0 $363K 0.29% NEW $723.62 -34.0%
6 ATCL REX ETF TR 13,506.0 $335K 0.27% NEW $24.82 -0.8%
7 LMT LOCKHEED MARTIN CORP Industrials 428.0 $218K 0.17% NEW $509.51 +11.0%

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 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%