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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 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABCB AMERIS BANCORP Financial Services 2,681.0 $242K 0.13% NEW $90.26 -5.2%
42 MPWR MONOLITHIC PWR SYS INC Technology 174.0 $241K 0.13% NEW $1382.36 -9.1%
43 DIHP DIMENSIONAL ETF TRUST 6,773.0 $231K 0.12% NEW $34.13 +3.6%
44 MO ALTRIA GROUP INC Consumer Defensive 3,206.0 $231K 0.12% NEW $71.95 -4.6%
45 CRS CARPENTER TECHNOLOGY CORP Industrials 372.0 $229K 0.12% NEW $616.84 -22.8%
46 IGSB ISHARES TR 4,353.0 $228K 0.12% NEW $52.41 -0.6%
47 MTDR MATADOR RES CO Energy 4,526.0 $225K 0.12% NEW $49.78 +13.3%
48 HCA HCA HEALTHCARE INC Healthcare 572.0 $223K 0.12% NEW $389.89 +7.2%
49 BK BANK OF NY MELLON CORP Financial Services 1,534.0 $222K 0.12% NEW $144.61 -1.9%
50 WELL WELLTOWER INC Real Estate 972.0 $221K 0.12% NEW $226.97 +4.9%
51 PINNACLE FINL PARTNERS INC 2,164.0 $218K 0.12% NEW $100.88
52 WSO WATSCO INC Industrials 516.0 $215K 0.12% NEW $416.73 -25.4%
53 RSG REPUBLIC SVCS INC Industrials 1,006.0 $214K 0.12% NEW $213.08 +4.2%
54 ROST ROSS STORES INC Consumer Cyclical 998.0 $212K 0.11% NEW $212.85 +7.4%
55 ADP AUTOMATIC DATA PROCESSING IN Industrials 938.0 $210K 0.11% NEW $223.95 +28.4%
56 CW CURTISS WRIGHT CORP Industrials 276.0 $209K 0.11% NEW $757.76 -21.3%
57 PSX PHILLIPS 66 Energy 1,233.0 $208K 0.11% NEW $169.05 +44.3%
58 COLB COLUMBIA BKG SYS INC Financial Services 6,488.0 $208K 0.11% NEW $32.05 -6.2%
59 WBD WARNER BROS DISCOVERY INC Communication Services 7,733.0 $206K 0.11% NEW $26.66 +7.9%
60 ESE ESCO TECHNOLOGIES INC Technology 586.0 $205K 0.11% NEW $350.04 -20.9%
Page 3 of 4  ·  66 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%