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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
Page 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWF ISHARES TR 3,880.0 $482K 0.39% +3K +300.4% $124.16 -0.3%
42 AMD ADVANCED MICRO DEVICES INC Technology 775.0 $450K 0.36% NEW $580.91 -18.5%
43 IWD ISHARES TR 1,778.0 $431K 0.35% $242.42 +6.3%
44 MGC VANGUARD WORLD FD 1,508.0 $413K 0.33% $273.55 +3.2%
45 INTC INTEL CORP Technology 2,869.0 $401K 0.32% NEW $139.63 -34.6%
46 HYG ISHARES TR 4,915.0 $393K 0.32% -855.0 -14.8% $79.97 -0.2%
47 XOM EXXON MOBIL CORP Energy 2,725.0 $373K 0.30% +49.0 +1.8% $136.72 +14.5%
48 SOXX ISHARES TR 580.0 $372K 0.30% NEW $640.76 -18.6%
49 COPX GLOBAL X FDS 4,768.0 $367K 0.29% $76.97 +25.1%
50 AOR ISHARES TR 5,234.0 $364K 0.29% -685.0 -11.6% $69.50 +0.9%
51 AMAT APPLIED MATLS INC Technology 502.0 $363K 0.29% NEW $723.62 -34.0%
52 NFLX NETFLIX INC. Communication Services 5,076.0 $362K 0.29% -360.0 -6.6% $71.40 +12.1%
53 GE GE AEROSPACE Industrials 924.0 $345K 0.28% +60.0 +6.9% $373.74 -8.4%
54 ATCL REX ETF TR 13,506.0 $335K 0.27% NEW $24.82 -0.8%
55 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,804.0 $322K 0.26% +2K +2305.3% $178.29 +13.6%
56 FALN ISHARES TR 11,635.0 $317K 0.25% -999.0 -7.9% $27.24 -0.5%
57 IVES WEDBUSH SER TR 8,281.0 $316K 0.25% -4K -34.8% $38.10 +4.1%
58 UBER UBER TECHNOLOGIES INC Technology 3,967.0 $286K 0.23% $72.16 +6.4%
59 SPYM SPDR SERIES TRUST 3,207.0 $282K 0.23% $87.88 +3.2%
60 CB CHUBB LTD SWITZ Financial Services 814.0 $277K 0.22% -45.0 -5.2% $340.64 -0.6%
Page 3 of 4  ·  67 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 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%