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Portfolio (Quarterly) Guide ↗

Ponta Wealth Partners, LLC

· CIK 0002107740
13F Portfolio $187M AUM 199 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 66 New 106 Added 10 Reduced 5 Exited
Page 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 INTU INTUIT Technology 1,008.0 $263K 0.14% +535.0 +113.1% $261.00 +37.2%
102 LOW LOWES COS INC Consumer Cyclical 1,178.0 $260K 0.14% +179.0 +17.9% $220.49 -5.6%
103 SLB SLB LIMITED Energy 5,290.0 $246K 0.13% +527.0 +11.1% $46.49 +23.3%
104 ISRG INTUITIVE SURGICAL INC Healthcare 587.0 $233K 0.12% +89.0 +17.9% $397.68 -6.3%
105 IDXX IDEXX LABS INC Healthcare 418.0 $220K 0.12% +48.0 +13.0% $526.44 +5.4%
106 HAL HALLIBURTON CO Energy 5,896.0 $200K 0.11% +448.0 +8.2% $33.95 +6.6%
Page 6 of 6  ·  106 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 44.5%
Financial Services 15.3%
Industrials 9.0%
Consumer Cyclical 7.7%
Healthcare 7.0%
Communication Services 5.4%
Consumer Defensive 4.1%
Energy 3.7%
Utilities 1.9%
Basic Materials 1.2%