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Portfolio (Quarterly) Guide ↗

Institute for Wealth Management, LLC.

· CIK 0001533954
13F Portfolio $1.1B AUM 1,770 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1239 New 87 Added 269 Reduced 12 Exited
Page 7 of 62  ·  1,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AAOI APPLIED OPTOELECTRONICS INC Technology 831.0 $123K 0.01% NEW $148.16 -11.3%
122 ODDITY TECH LTD 8,111.0 $123K 0.01% NEW $15.13
123 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 1,913.0 $122K 0.01% NEW $64.02 +13.5%
124 ENB ENBRIDGE INC Energy 2,223.0 $121K 0.01% NEW $54.21 -5.2%
125 VEU VANGUARD INTL EQUITY INDEX F 1,435.0 $120K 0.01% NEW $83.75 +0.8%
126 IWM CALL ISHARES TR 400.0 $120K 0.01% NEW $300.45 -0.1%
127 NEE NEXTERA ENERGY INC Utilities 1,369.0 $120K 0.01% NEW $87.77 -1.8%
128 DCI DONALDSON INC Industrials 1,333.0 $120K 0.01% NEW $89.75 +4.7%
129 GIS GENERAL MILLS INC Consumer Defensive 3,420.0 $119K 0.01% NEW $34.80 +9.4%
130 O REALTY INCOME CORP Real Estate 1,910.0 $118K 0.01% NEW $61.96 +0.4%
131 LAZ LAZARD INC Financial Services 2,808.0 $118K 0.01% NEW $41.94 +5.1%
132 HFWA HERITAGE FINL CORP WASH Financial Services 3,971.0 $118K 0.01% NEW $29.62 -0.6%
133 FITB FIFTH THIRD BANCORP Financial Services 2,086.0 $118K 0.01% NEW $56.37 +1.6%
134 ET ENERGY TRANSFER L P Energy 6,124.0 $117K 0.01% NEW $19.12 +12.0%
135 CBOE CBOE GLOBAL MKTS INC Financial Services 480.0 $117K 0.01% NEW $242.79 +19.9%
136 DOV DOVER CORP Industrials 516.0 $116K 0.01% NEW $224.28 -9.5%
137 GWW WW GRAINGER INC Industrials 85.0 $116K 0.01% NEW $1360.40 -3.4%
138 VMC VULCAN MATLS CO Basic Materials 391.0 $115K 0.01% NEW $295.01 -7.9%
139 GAM GENERAL AMERN INVS CO INC Financial Services 1,809.0 $115K 0.01% NEW $63.75 +6.8%
140 MRSH MARSH & MCLENNAN COS INC Financial Services 691.0 $115K 0.01% NEW $166.72 +11.8%
Page 7 of 62  ·  1,239 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 46.9%
Financial Services 13.8%
Consumer Cyclical 10.0%
Industrials 9.5%
Communication Services 7.1%
Healthcare 6.0%
Consumer Defensive 2.4%
Energy 2.3%
Utilities 0.9%
Real Estate 0.7%