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Portfolio (Quarterly) Guide ↗

Stronghold Wealth Management L.L.C.

· CIK 0002107257
13F Portfolio $66M AUM 228 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 49 Added 39 Reduced 10 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WPC WP CAREY INC COM Real Estate 5,704.0 $388K 0.59% -35.0 -0.6% $67.96 +7.9%
22 MRK MERCK & CO INC COM Healthcare 3,155.0 $380K 0.57% -190.0 -5.7% $120.29 +4.3%
23 COP CONOCOPHILLIPS COM Energy 2,861.0 $378K 0.57% -325.0 -10.2% $132.00 -19.4%
24 CAT CATERPILLAR INC COM Industrials 531.0 $376K 0.57% -113.0 -17.6% $708.46 +49.2%
25 PH PARKER-HANNIFIN CORP COM Industrials 414.0 $371K 0.56% -47.0 -10.2% $895.24 +10.6%
26 PEP PEPSICO INC COM Consumer Defensive 2,271.0 $353K 0.53% -33.0 -1.4% $155.29 -10.2%
27 SO SOUTHERN CO COM Utilities 3,557.0 $343K 0.52% -93.0 -2.5% $96.52 -0.6%
28 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 2,865.0 $340K 0.51% -61.0 -2.1% $118.62 -5.9%
29 VPU VANGUARD UTILITIES ETF 1,702.0 $337K 0.51% -158.0 -8.5% $198.14 +0.0%
30 VZ VERIZON COMMUNICATIONS INC COM Communication Services 6,614.0 $332K 0.50% -544.0 -7.6% $50.20 -8.2%
31 KO COCA COLA CO COM Consumer Defensive 3,965.0 $302K 0.46% -36.0 -0.9% $76.05 +5.7%
32 AER AERCAP HOLDINGS NV SHS Industrials 2,124.0 $291K 0.44% -166.0 -7.2% $137.18 +9.4%
33 APH AMPHENOL CORP CL A Technology 2,207.0 $279K 0.42% -500.0 -18.5% $126.35 +30.7%
34 KMI KINDER MORGAN INC DEL COM Energy 7,792.0 $261K 0.40% -210.0 -2.6% $33.53 -1.6%
35 EFA ISHARES MSCI EAFE ETF 2,427.0 $236K 0.36% -159.0 -6.2% $97.13 +6.2%
36 BUI BLACKROCK UTILS INFRASTRUCTURE COM Financial Services 8,661.0 $228K 0.34% -77.0 -0.9% $26.38 +8.7%
37 MOOG INC CL A 780.0 $228K 0.34% -92.0 -10.6% $292.64
38 IYK ISHARES U.S. CONSUMER STAPLES ETF 3,194.0 $224K 0.34% -121.0 -3.6% $70.03 +4.1%
39 PRU PRUDENTIAL FINL INC COM Financial Services 2,083.0 $203K 0.31% -74.0 -3.4% $97.69 +9.6%
Page 2 of 2  ·  39 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
Financial Services 39.9%
Technology 18.5%
Healthcare 8.4%
Communication Services 7.1%
Consumer Defensive 5.6%
Industrials 5.4%
Real Estate 4.7%
Energy 4.5%
Consumer Cyclical 4.2%
Utilities 0.8%