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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 2 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PH PARKER-HANNIFIN CORP Industrials 2,165.0 $2.1M 1.53% +70.0 +3.3% $978.07 +1.7%
22 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,928.0 $2.0M 1.42% +112.0 +2.9% $501.33 +24.1%
23 CTAS CINTAS CORP Industrials 11,395.0 $1.9M 1.40% $170.08 +20.0%
24 MCD MCDONALDS CORP Consumer Cyclical 7,106.0 $1.9M 1.39% $270.32 -2.0%
25 NEE NEXTERA ENERGY INC Utilities 21,795.0 $1.9M 1.38% $87.77 -6.8%
26 TMUS T-MOBILE US INC Communication Services 11,159.0 $1.9M 1.35% +443.0 +4.1% $167.73 +8.1%
27 JPM JPMORGAN CHASE & CO Financial Services 5,392.0 $1.8M 1.27% +189.0 +3.6% $327.36 +9.2%
28 TJX TJX COS INC NEW Consumer Cyclical 11,026.0 $1.7M 1.21% +325.0 +3.0% $151.50 -10.8%
29 SHYG ISHARES TR 38,722.0 $1.6M 1.19% +490.0 +1.3% $42.41 -0.3%
30 XOM EXXON MOBIL CORP Energy 11,713.0 $1.6M 1.16% +136.0 +1.2% $136.72 +14.6%
31 BERKSHIRE HATHAWAY INC DEL 3,041.0 $1.5M 1.10% +139.0 +4.8% $500.39
32 SPGI S&P GLOBAL INC Financial Services 3,653.0 $1.5M 1.07% +134.0 +3.8% $407.21 +8.8%
33 CORZ CORE SCIENTIFIC INC NEW Technology 48,808.0 $1.2M 0.90% -260K -84.2% $25.59 -35.5%
34 AWK AMERICAN WTR WKS CO INC NEW Utilities 9,476.0 $1.2M 0.90% +57.0 +0.6% $131.58 +5.1%
35 HYG ISHARES TR 15,204.0 $1.2M 0.88% +2K +17.9% $79.97 -0.3%
36 EMB ISHARES TR 10,870.0 $1.0M 0.76% $96.44 -1.6%
37 KLAC KLA CORP Technology 3,472.0 $1.0M 0.76% +3K +918.2% $301.69 -41.8%
38 GOOG ALPHABET INC 2,906.0 $1.0M 0.74% +463.0 +18.9% $353.29
39 NOC NORTHROP GRUMMAN CORP Industrials 1,931.0 $983K 0.71% +19.0 +1.0% $509.19 +7.1%
40 FTSL FIRST TR EXCHANGE-TRADED FD 21,671.0 $970K 0.70% $44.75 +0.3%
Page 2 of 6  ·  103 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%