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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
Page 7 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SATS ECHOSTAR CORP Technology 2,993.0 $325K 0.03% $108.70 +12.7%
122 ROIV ROIVANT SCIENCES LTD Healthcare 14,775.0 $321K 0.03% $21.70 +36.3%
123 ELAN ELANCO ANIMAL HEALTH INC Healthcare 13,936.0 $315K 0.03% $22.63 +4.7%
124 SCHG SCHWAB STRATEGIC TR 9,464.0 $309K 0.03% $32.62 +6.0%
125 PEP PEPSICO INC Consumer Defensive 1,952.0 $280K 0.03% NEW $143.52 +2.9%
126 IWR ISHARES TR 2,878.0 $277K 0.03% $96.27 +10.8%
127 IBM INTERNATIONAL BUSINESS MACHS Technology 933.0 $276K 0.03% $296.11 -13.8%
128 IEF ISHARES TR 2,738.0 $263K 0.02% +432.0 +18.7% $96.16 -1.9%
129 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 3,171.0 $241K 0.02% $75.91 -24.5%
130 FNV FRANCO NEV CORP Basic Materials 1,143.0 $237K 0.02% $207.28 +7.7%
131 ZION ZIONS BANCORPORATION N A Financial Services 4,004.0 $234K 0.02% $58.54 +7.2%
132 TT TRANE TECHNOLOGIES PLC Industrials 584.0 $227K 0.02% $389.20 +17.6%
133 IVV ISHARES TR 329.0 $225K 0.02% $684.94 +10.1%
134 CW CURTISS WRIGHT CORP Industrials 400.0 $221K 0.02% $551.27 +34.7%
135 XLK SELECT SECTOR SPDR TR 1,522.0 $219K 0.02% $143.97 +28.1%
136 IYM ISHARES TR 1,402.0 $216K 0.02% +90.0 +6.9% $153.96 +19.9%
137 PM PHILIP MORRIS INTL INC Consumer Defensive 1,322.0 $212K 0.02% $160.40 +13.5%
138 META META PLATFORMS INC Communication Services 318.0 $210K 0.02% $660.12 -3.8%
Page 7 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 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%