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Portfolio (Quarterly) Guide ↗

Sandro Wealth Management LLC

· CIK 0002107860
13F Portfolio $138M AUM 103 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 75 Added 11 Reduced 5 Exited
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC Industrials 504.0 $537K 0.39% +49.0 +10.8% $1065.50 -24.9%
42 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,996.0 $530K 0.38% +85.0 +2.2% $132.52 +4.6%
43 PEP PEPSICO INC Consumer Defensive 3,909.0 $529K 0.38% +177.0 +4.7% $135.41 +4.2%
44 LMT LOCKHEED MARTIN CORP Industrials 1,017.0 $518K 0.37% +60.0 +6.3% $509.44 +10.7%
45 CFG CITIZENS FINL GROUP INC Financial Services 7,207.0 $505K 0.36% +203.0 +2.9% $70.07 -0.5%
46 LLY ELI LILLY & CO Healthcare 415.0 $498K 0.36% +59.0 +16.6% $1198.81 -2.2%
47 KO COCA COLA CO Consumer Defensive 6,025.0 $490K 0.35% +107.0 +1.8% $81.27 +10.3%
48 MPC MARATHON PETE CORP Energy 1,882.0 $481K 0.35% +74.0 +4.1% $255.73 +44.2%
49 AEP AMERICAN ELEC PWR CO INC Utilities 3,361.0 $460K 0.33% +299.0 +9.8% $136.83 -10.6%
50 WMB WILLIAMS COS INC Energy 6,179.0 $459K 0.33% +36.0 +0.6% $74.33 -0.8%
51 MO ALTRIA GROUP INC Consumer Defensive 6,213.0 $447K 0.32% +516.0 +9.1% $71.95 -4.6%
52 PAYX PAYCHEX INC Industrials 4,546.0 $447K 0.32% +83.0 +1.9% $98.32 +29.2%
53 MDT MEDTRONIC PLC Healthcare 5,691.0 $445K 0.32% +879.0 +18.3% $78.23 +16.6%
54 EOG EOG RES INC Energy 3,344.0 $434K 0.31% +436.0 +15.0% $129.71 +10.5%
55 DVY ISHARES TR 2,666.0 $417K 0.30% +332.0 +14.2% $156.30 +4.8%
56 SRLN SSGA ACTIVE ETF TR 10,173.0 $410K 0.30% +506.0 +5.2% $40.29 +1.2%
57 ENTERGY CORP NEW 3,428.0 $394K 0.28% +19.0 +0.6% $114.86
58 NXPI NXP SEMICONDUCTORS N V Technology 1,396.0 $392K 0.28% +33.0 +2.4% $281.03 -20.4%
59 ABBV ABBVIE INC Healthcare 1,532.0 $385K 0.28% +114.0 +8.0% $251.60 +1.5%
60 COF CAPITAL ONE FINL CORP Financial Services 1,920.0 $385K 0.28% +324.0 +20.3% $200.66 +7.5%
Page 3 of 4  ·  75 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 31.9%
Financial Services 12.2%
Healthcare 11.4%
Industrials 10.4%
Communication Services 9.3%
Consumer Cyclical 9.3%
Consumer Defensive 7.1%
Utilities 4.9%
Energy 2.9%
Basic Materials 0.7%