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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 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NEE NEXTERA ENERGY INC Utilities 12,538.0 $1.2M 0.94% $92.88 -3.0%
22 AVDE AMERICAN CENTY ETF TR 13,616.0 $1.2M 0.93% +131.0 +1.0% $84.84 +5.6%
23 PLTR PALANTIR TECHNOLOGIES INC Technology 7,584.0 $1.1M 0.89% -2K -18.0% $146.28 -8.0%
24 VOO VANGUARD INDEX FDS 1,822.0 $1.1M 0.88% +65.0 +3.7% $597.43 +13.3%
25 DGRO ISHARES TR 13,906.0 $976K 0.79% -2K -13.5% $70.18 +5.2%
26 PNC PNC FINL SVCS GROUP INC Financial Services 4,447.0 $925K 0.74% $208.09 +3.2%
27 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 841.0 $838K 0.67% -659.0 -43.9% $996.89 +9.7%
28 PANW PALO ALTO NETWORKS INC Technology 5,000.0 $802K 0.65% $160.32 +51.2%
29 TSLA TESLA INC Consumer Cyclical 1,912.0 $711K 0.57% +154.0 +8.8% $371.75 +8.0%
30 JEPI J P MORGAN EXCHANGE TRADED F 11,493.0 $651K 0.52% +3K +40.9% $56.68 -0.8%
31 PG PROCTER & GAMBLE CO Consumer Defensive 4,442.0 $642K 0.52% -98.0 -2.2% $144.43 -1.8%
32 SBUX STARBUCKS CORP Consumer Cyclical 7,161.0 $642K 0.52% -184.0 -2.5% $89.59 +20.0%
33 VGT VANGUARD WORLD FD 899.0 $627K 0.50% -61.0 -6.3% $697.57 -84.0%
34 VV VANGUARD INDEX FDS 1,982.0 $592K 0.48% -34.0 -1.7% $298.85 +13.3%
35 GLW CORNING INC Technology 4,266.0 $580K 0.47% NEW $135.98 +30.1%
36 ABBV ABBVIE INC Healthcare 2,567.0 $558K 0.45% +14.0 +0.6% $217.51 -1.3%
37 AMD ADVANCED MICRO DEVICES INC Technology 2,667.0 $543K 0.44% +61.0 +2.3% $203.43 +106.2%
38 EPD ENTERPRISE PRODS PARTNERS L Energy 13,399.0 $507K 0.41% $37.84 +5.4%
39 VZ VERIZON COMMUNICATIONS INC Communication Services 9,780.0 $491K 0.40% $50.20 -5.4%
40 PDT HANCOCK JOHN PREM DIVID FD Financial Services 37,265.0 $488K 0.39% +606.0 +1.6% $13.10 -2.6%
Page 2 of 5  ·  96 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%