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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 9 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LOW LOWES COS INC Consumer Cyclical 1,178.0 $260K 0.14% +179.0 +17.9% $220.49 -5.6%
162 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,404.0 $254K 0.14% NEW $74.72 +0.5%
163 TMO THERMO FISHER SCIENTIFIC INC Healthcare 505.0 $253K 0.14% NEW $501.36 +24.1%
164 JBL JABIL INC Technology 655.0 $252K 0.14% NEW $385.48 -21.8%
165 ADI ANALOG DEVICES INC Technology 630.0 $250K 0.13% NEW $397.17 -8.9%
166 SLB SLB LIMITED Energy 5,290.0 $246K 0.13% +527.0 +11.1% $46.49 +23.3%
167 VIRT VIRTU FINL INC Financial Services 4,119.0 $245K 0.13% NEW $59.57 +11.4%
168 XLE SELECT SECTOR SPDR TR 4,600.0 $244K 0.13% $53.11 +18.0%
169 AVUV AMERICAN CENTY ETF TR 1,953.0 $244K 0.13% NEW $124.76 +0.6%
170 ABCB AMERIS BANCORP Financial Services 2,681.0 $242K 0.13% NEW $90.26 -5.2%
171 MPWR MONOLITHIC PWR SYS INC Technology 174.0 $241K 0.13% NEW $1382.36 -9.1%
172 GPC GENUINE PARTS CO Consumer Cyclical 2,001.0 $236K 0.13% $117.98 +16.6%
173 ISRG INTUITIVE SURGICAL INC Healthcare 587.0 $233K 0.12% +89.0 +17.9% $397.68 -6.3%
174 DIHP DIMENSIONAL ETF TRUST 6,773.0 $231K 0.12% NEW $34.13 +3.6%
175 MO ALTRIA GROUP INC Consumer Defensive 3,206.0 $231K 0.12% NEW $71.95 -4.6%
176 CRS CARPENTER TECHNOLOGY CORP Industrials 372.0 $229K 0.12% NEW $616.84 -22.8%
177 IGSB ISHARES TR 4,353.0 $228K 0.12% NEW $52.41 -0.6%
178 MTDR MATADOR RES CO Energy 4,526.0 $225K 0.12% NEW $49.78 +13.3%
179 HCA HCA HEALTHCARE INC Healthcare 572.0 $223K 0.12% NEW $389.89 +7.2%
180 BK BANK OF NY MELLON CORP Financial Services 1,534.0 $222K 0.12% NEW $144.61 -1.9%
Page 9 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%