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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 3 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPY STATE STR SPDR S&P 500 ETF T Financial Services 696.0 $453K 0.36% +64.0 +10.1% $650.34 +12.8%
42 RJF RAYMOND JAMES FINL INC Financial Services 3,064.0 $444K 0.36% $144.79 +6.7%
43 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 27,175.0 $439K 0.35% +481.0 +1.8% $16.17 -4.0%
44 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 706.0 $435K 0.35% $616.76 +5.7%
45 VEA VANGUARD TAX-MANAGED FDS 6,785.0 $435K 0.35% +1K +23.9% $64.08 +7.7%
46 GLD SPDR GOLD TR Financial Services 965.0 $415K 0.33% $430.29 -2.8%
47 T AT&T INC Communication Services 13,890.0 $403K 0.32% $28.99 -15.7%
48 VB VANGUARD INDEX FDS 1,532.0 $401K 0.32% -24.0 -1.5% $261.87 +6.5%
49 RSP INVESCO EXCHANGE TRADED FD T 2,052.0 $394K 0.32% $191.92 +5.1%
50 ORCL ORACLE CORP Technology 2,646.0 $389K 0.31% +138.0 +5.5% $147.13 +26.8%
51 XOM EXXON MOBIL CORP Energy 2,220.0 $377K 0.30% +116.0 +5.5% $169.67 -5.4%
52 USA LIBERTY ALL STAR EQUITY FD Financial Services 65,353.0 $363K 0.29% -12K -15.6% $5.55 +3.2%
53 MCD MCDONALDS CORP Consumer Cyclical 1,165.0 $362K 0.29% -16.0 -1.4% $310.91 -9.1%
54 AVLV AMERICAN CENTY ETF TR 4,381.0 $353K 0.28% $80.61 +8.5%
55 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 19,986.0 $342K 0.28% $17.12 +16.5%
56 JFR NUVEEN FLOATING RATE INCOME Financial Services 44,406.0 $334K 0.27% -1K -2.3% $7.52 +0.0%
57 GOOGL ALPHABET INC Communication Services 1,161.0 $334K 0.27% +55.0 +5.0% $287.56 +38.0%
58 BAC BANK AMERICA CORP Financial Services 6,830.0 $333K 0.27% -394.0 -5.5% $48.75 +4.0%
59 AVUV AMERICAN CENTY ETF TR 2,990.0 $330K 0.27% $110.47 +6.1%
60 DUK DUKE ENERGY CORP NEW Utilities 2,489.0 $326K 0.26% -174.0 -6.5% $130.94 -6.2%
Page 3 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%