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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
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK & CO INC Healthcare 2,414.0 $290K 0.23% -32.0 -1.3% $120.31 -5.0%
22 CVX CHEVRON CORPORATION Energy 1,378.0 $285K 0.23% -17.0 -1.2% $206.90 -4.7%
23 XLF SELECT SECTOR SPDR TR 5,467.0 $270K 0.22% -3K -36.7% $49.37 +4.6%
24 AXP AMERICAN EXPRESS CO Financial Services 840.0 $254K 0.20% -128.0 -13.2% $302.48 +2.4%
25 C CITIGROUP INC Financial Services 2,058.0 $233K 0.19% -58.0 -2.7% $113.41 +10.0%
26 IHI ISHARES TR 4,014.0 $214K 0.17% -2K -31.5% $53.35 -4.6%
27 PUTNAM ETF TRUST 24,179.0 $189K 0.15% -8K -24.3% $7.80
Page 2 of 2  ·  27 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 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%