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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 8 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MMM 3M CO Industrials 1,808.0 $293K 0.16% +229.0 +14.5% $161.91 +7.7%
142 NVS NOVARTIS AG Healthcare 1,861.0 $292K 0.16% $156.72 -1.9%
143 MAREX GROUP PLC 4,762.0 $290K 0.15% $60.95
144 VLO VALERO ENERGY CORP Energy 1,107.0 $288K 0.15% +68.0 +6.5% $260.44 +35.3%
145 ATI ATI INC Industrials 1,462.0 $288K 0.15% +35.0 +2.5% $197.10 +6.9%
146 DDOG DATADOG INC Technology 1,103.0 $287K 0.15% NEW $260.36 -9.0%
147 CNI CANADIAN NATL RY CO Industrials 2,400.0 $286K 0.15% $119.24 +5.7%
148 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,592.0 $284K 0.15% NEW $178.24 +15.4%
149 ABT ABBOTT LABORATORIES Healthcare 3,114.0 $283K 0.15% +162.0 +5.5% $90.74 +23.9%
150 XEL XCEL ENERGY INC Utilities 3,515.0 $282K 0.15% NEW $80.30 -4.8%
151 INNOVATOR ETFS TRUST 9,273.0 $282K 0.15% NEW $30.38
152 DISV DIMENSIONAL ETF TRUST 6,887.0 $276K 0.15% +355.0 +5.4% $40.13 +11.1%
153 SYY SYSCO CORP Consumer Defensive 3,282.0 $274K 0.15% +105.0 +3.3% $83.58 -2.0%
154 MGK VANGUARD WORLD FD 3,105.0 $273K 0.15% +2K +400.0% $87.91 +2.5%
155 MCK MCKESSON CORP Healthcare 352.0 $266K 0.14% +52.0 +17.3% $755.60 +18.2%
156 EAT BRINKER INTL INC Consumer Cyclical 1,580.0 $265K 0.14% NEW $168.00 +37.0%
157 GLW CORNING INC Technology 1,033.0 $264K 0.14% NEW $255.43 -41.7%
158 APH AMPHENOL CORP Technology 1,493.0 $263K 0.14% NEW $176.32 -10.5%
159 INTU INTUIT Technology 1,008.0 $263K 0.14% +535.0 +113.1% $261.00 +37.2%
160 AIG AMERICAN INTL GROUP INC Financial Services 3,498.0 $261K 0.14% NEW $74.53 +3.2%
Page 8 of 10  ·  199 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%