Portfolio (Quarterly) Guide ↗

PINKERTON WEALTH, LLC

· CIK 0001536446

13F Portfolio $1.1B AUM 138 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 51 Added 62 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SHV	ISHARES TR	—	1,854	$204K	0.02%	SOLD

Sector Allocation

Financial Services 38.5%

Technology 25.5%

Industrials 8.5%

Healthcare 6.8%

Energy 5.2%

Consumer Cyclical 4.3%

Communication Services 4.1%

Consumer Defensive 3.3%

Basic Materials 2.6%

Utilities 1.1%