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Portfolio (Quarterly) Guide ↗

PINKERTON WEALTH, LLC

· CIK 0001536446
13F Portfolio $976M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 138 New
Page 3 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EIX EDISON INTL Utilities 93,031.0 $5.6M 0.57% NEW $60.02 +17.9%
42 BERKSHIRE HATHAWAY INC DEL 11,074.0 $5.6M 0.57% NEW $502.65
43 WM WASTE MGMT INC DEL Industrials 24,976.0 $5.5M 0.56% NEW $219.71 -1.6%
44 SCHE SCHWAB STRATEGIC TR 166,628.0 $5.5M 0.56% NEW $32.75 +11.3%
45 UPS UNITED PARCEL SERVICE INC Industrials 54,589.0 $5.4M 0.56% NEW $99.19 +7.4%
46 OMC OMNICOM GROUP INC Communication Services 66,647.0 $5.4M 0.55% NEW $80.75 -8.9%
47 CVX CHEVRON CORP NEW Energy 34,892.0 $5.3M 0.55% NEW $152.41 +20.0%
48 MET METLIFE INC Financial Services 66,964.0 $5.3M 0.54% NEW $78.94 +4.2%
49 MCD MCDONALDS CORP Consumer Cyclical 17,224.0 $5.3M 0.54% NEW $305.62 -9.0%
50 ABT ABBOTT LABS Healthcare 41,893.0 $5.2M 0.54% NEW $125.29 -31.4%
51 UNILEVER PLC 79,152.0 $5.2M 0.53% NEW $65.40
52 AMZN AMAZON COM INC Consumer Cyclical 22,332.0 $5.2M 0.53% NEW $230.82 +17.0%
53 TXN TEXAS INSTRS INC Technology 29,104.0 $5.0M 0.52% NEW $173.49 +83.9%
54 COP CONOCOPHILLIPS Energy 53,838.0 $5.0M 0.52% NEW $93.61 +22.5%
55 WBD WARNER BROS DISCOVERY INC Communication Services 174,293.0 $5.0M 0.52% NEW $28.82 -6.2%
56 GPC GENUINE PARTS CO Consumer Cyclical 40,425.0 $5.0M 0.51% NEW $122.96 -19.9%
57 IP INTERNATIONAL PAPER CO Consumer Cyclical 124,995.0 $4.9M 0.51% NEW $39.39 -15.8%
58 IQVIA HLDGS INC 21,647.0 $4.9M 0.50% NEW $225.41
59 ADP AUTOMATIC DATA PROCESSING IN Industrials 18,658.0 $4.8M 0.49% NEW $257.23 -14.8%
60 PG PROCTER AND GAMBLE CO Consumer Defensive 33,453.0 $4.8M 0.49% NEW $143.31 +2.1%
Page 3 of 7  ·  138 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
Financial Services 35.5%
Technology 26.3%
Industrials 9.1%
Healthcare 7.3%
Energy 5.6%
Consumer Cyclical 4.7%
Communication Services 4.3%
Consumer Defensive 3.5%
Basic Materials 2.6%
Utilities 1.2%