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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 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABBV ABBVIE INC Healthcare 993.0 $250K 0.20% +16.0 +1.6% $251.71 +2.5%
62 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 5,000.0 $249K 0.20% $49.86 +7.1%
63 SPHY SPDR SERIES TRUST 10,173.0 $238K 0.19% +104.0 +1.0% $23.44 -0.4%
64 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 7,750.0 $234K 0.19% $30.17 +15.8%
65 LMT LOCKHEED MARTIN CORP Industrials 428.0 $218K 0.17% NEW $509.51 +10.6%
66 MA MASTERCARD INCORPORATED Financial Services 423.0 $217K 0.17% -21.0 -4.7% $513.69 +15.1%
67 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 5,572.0 $209K 0.17% $37.58 +39.1%
Page 4 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%