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Portfolio (Quarterly) Guide ↗

Coquina Private Wealth LLC

· CIK 0002103792
13F Portfolio $124M AUM 96 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 33 Added 27 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLW CORNING INC Technology 4,266.0 $580K 0.47% NEW $135.98 +31.3%
2 VOT VANGUARD INDEX FDS 974.0 $251K 0.20% NEW $257.44 +9.4%
3 MU MICRON TECHNOLOGY INC Technology 700.0 $236K 0.19% NEW $337.84 +101.7%
4 ARM ARM HOLDINGS PLC Technology 1,500.0 $227K 0.18% NEW $151.28 +47.5%
5 MO ALTRIA GROUP INC Consumer Defensive 3,428.0 $226K 0.18% NEW $65.99 +11.7%
6 ETN EATON CORP PLC Industrials 616.0 $220K 0.18% NEW $357.59 +6.8%
7 JEPQ J P MORGAN EXCHANGE TRADED F 3,961.0 $220K 0.18% NEW $55.52 +7.3%
8 GEV GE VERNOVA INC Utilities 252.0 $220K 0.18% NEW $871.63 +16.1%
9 SGOV ISHARES TR 2,049.0 $206K 0.17% NEW $100.66 -0.1%
10 ASTS AST SPACEMOBILE INC Technology 2,465.0 $204K 0.16% NEW $82.87 +6.3%

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 38.0%
Financial Services 23.8%
Communication Services 12.8%
Consumer Cyclical 10.0%
Consumer Defensive 6.7%
Utilities 3.5%
Energy 2.4%
Healthcare 1.7%
Industrials 1.1%