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Portfolio (Quarterly) Guide ↗

Maloon Powers Pitre Higgins & Dennehy, LLC

· CIK 0002149656
13F Portfolio $291M AUM 147 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 147 New
Page 6 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PEP PEPSICO INC Consumer Defensive 2,896.0 $392K 0.14% NEW $135.42 +4.2%
102 AMGN AMGEN INC Healthcare 1,076.0 $390K 0.13% NEW $362.20 +20.9%
103 SCHA SCHWAB STRATEGIC TR 10,171.0 $367K 0.13% NEW $36.13 -6.0%
104 GILD GILEAD SCIENCES INC Healthcare 2,859.0 $361K 0.12% NEW $126.35 +18.2%
105 VAW VANGUARD WORLD FD 4,550.0 $359K 0.12% NEW $78.93 +200.1%
106 SLV ISHARES SILVER TR Financial Services 6,553.0 $350K 0.12% NEW $53.47 +9.8%
107 F FORD MTR CO Consumer Cyclical 24,811.0 $345K 0.12% NEW $13.90 +0.2%
108 RDN RADIAN GROUP INC Financial Services 9,000.0 $339K 0.12% NEW $37.67 -3.3%
109 DGRO ISHARES TR 4,458.0 $338K 0.12% NEW $75.79 +4.4%
110 BA BOEING CO Industrials 1,536.0 $332K 0.11% NEW $216.47 -3.3%
111 EMR EMERSON ELEC CO Industrials 2,318.0 $332K 0.11% NEW $143.15 +3.7%
112 LRCX LAM RESEARCH CORP Technology 764.0 $331K 0.11% NEW $433.33 -33.5%
113 AVGO BROADCOM INC Technology 869.0 $328K 0.11% NEW $377.81 -2.3%
114 NSC NORFOLK SOUTHN CORP Industrials 1,021.0 $321K 0.11% NEW $314.46 +5.3%
115 BND VANGUARD BD INDEX FDS 4,341.0 $319K 0.11% NEW $73.41 -2.2%
116 SCHG SCHWAB STRATEGIC TR 9,359.0 $317K 0.11% NEW $33.84 +4.4%
117 WM WASTE MGMT INC DEL Industrials 1,404.0 $313K 0.11% NEW $222.89 -1.4%
118 IEFA ISHARES TR 3,200.0 $309K 0.11% NEW $96.58 +3.2%
119 IDXX IDEXX LABS INC Healthcare 576.0 $303K 0.10% NEW $526.44 +3.0%
120 NOC NORTHROP GRUMMAN CORP Industrials 578.0 $294K 0.10% NEW $509.31 +3.5%
Page 6 of 8  ·  147 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 49.8%
Financial Services 17.4%
Communication Services 8.1%
Consumer Cyclical 6.3%
Healthcare 5.9%
Consumer Defensive 4.7%
Industrials 4.1%
Energy 2.4%
Utilities 1.4%