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Portfolio (Quarterly) Guide ↗

Box Hill Private Wealth LLC

· CIK 0002094120
13F Portfolio $101M AUM 66 positions Filed Apr 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 21 Added 17 Reduced 4 Exited
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FBND FIDELITY MERRIMACK STR TR 27,371.0 $1.2M 1.23% +5K +22.8% $45.62 -0.6%
22 GOOGL ALPHABET INC Communication Services 4,322.0 $1.2M 1.23% $287.55 +34.8%
23 CHAT TIDAL TRUST II 19,762.0 $1.2M 1.21% +694.0 +3.6% $61.85 +43.5%
24 AMZN AMAZON COM INC Consumer Cyclical 5,145.0 $1.1M 1.06% +403.0 +8.5% $208.27 +28.9%
25 IJH ISHARES TR 14,634.0 $988K 0.98% -4K -22.5% $67.53 +7.9%
26 COST COSTCO WHSL CORP NEW Consumer Defensive 945.0 $941K 0.93% $996.01 +5.5%
27 META META PLATFORMS INC Communication Services 1,641.0 $939K 0.93% +22.0 +1.4% $571.98 +6.2%
28 VTI VANGUARD INDEX FDS 2,092.0 $671K 0.66% $320.79 +13.8%
29 JPM JPMORGAN CHASE & CO. Financial Services 1,828.0 $538K 0.53% $294.24 +3.0%
30 VNQ VANGUARD INDEX FDS 5,921.0 $525K 0.52% -11K -65.1% $88.70 +9.0%
31 NFLX NETFLIX INC Communication Services 5,436.0 $523K 0.52% -594.0 -9.8% $96.15 -7.1%
32 QUAL ISHARES TR 2,531.0 $485K 0.48% NEW $191.78 +10.9%
33 LLY ELI LILLY & CO Healthcare 503.0 $463K 0.46% $919.94 +13.2%
34 HYG ISHARES TR 5,770.0 $459K 0.45% -756.0 -11.6% $79.56 +0.4%
35 XOM EXXON MOBIL CORP Energy 2,676.0 $454K 0.45% -82.0 -3.0% $169.66 -7.9%
36 ETN EATON CORP PLC Industrials 1,252.0 $448K 0.44% $357.67 +6.7%
37 V VISA INC Financial Services 1,480.0 $447K 0.44% -132.0 -8.2% $302.34 +9.4%
38 IWF ISHARES TR 969.0 $413K 0.41% NEW $426.53 -70.8%
39 AOR ISHARES TR 5,919.0 $381K 0.38% NEW $64.35 +6.7%
40 IWD ISHARES TR 1,772.0 $379K 0.37% NEW $213.72 +9.8%
Page 2 of 4  ·  66 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 31.0%
Financial Services 29.2%
Communication Services 15.5%
Consumer Cyclical 12.3%
Industrials 3.5%
Healthcare 3.1%
Consumer Defensive 3.1%
Energy 2.2%