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Portfolio (Quarterly) Guide ↗

Segment Wealth Management, LLC

· CIK 0001575581
13F Portfolio $1.7B AUM 317 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 317 New
Page 12 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ATEC ALPHATEC HLDGS INC Healthcare 22,945.0 $483K 0.03% NEW $21.04 -60.7%
222 EXC EXELON CORP Utilities 10,990.0 $479K 0.03% NEW $43.59 +6.1%
223 XEL XCEL ENERGY INC Utilities 6,385.0 $472K 0.03% NEW $73.86 +9.8%
224 AFL AFLAC INC Financial Services 4,271.0 $471K 0.03% NEW $110.27 +6.9%
225 PM PHILIP MORRIS INTL INC Consumer Defensive 2,907.0 $466K 0.03% NEW $160.40 +17.8%
226 RTX RTX CORPORATION Industrials 2,525.0 $463K 0.03% NEW $183.40 -3.5%
227 CMS CMS ENERGY CORP Utilities 6,553.0 $458K 0.03% NEW $69.93 +6.6%
228 ARCC ARES CAPITAL CORP Financial Services 22,555.0 $456K 0.03% NEW $20.23 -8.1%
229 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 19,383.0 $452K 0.03% NEW $23.32 +7.3%
230 FANG DIAMONDBACK ENERGY INC Energy 2,892.0 $435K 0.03% NEW $150.33 +33.5%
231 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 5,141.0 $413K 0.02% NEW $80.30 -1.0%
232 BSJU INVESCO EXCH TRD SLF IDX FD 15,650.0 $409K 0.02% NEW $26.10 -1.5%
233 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,430.0 $405K 0.02% NEW $283.31 -24.2%
234 VBK VANGUARD INDEX FDS 1,340.0 $405K 0.02% NEW $302.11 +14.9%
235 SYY SYSCO CORP Consumer Defensive 5,433.0 $400K 0.02% NEW $73.69 +3.5%
236 BLK BLACKROCK INC Financial Services 374.0 $400K 0.02% NEW $1070.34 +0.2%
237 SCZ ISHARES TR 4,930.0 $382K 0.02% NEW $77.53 +9.8%
238 VNOM VIPER ENERGY INC Energy 9,829.0 $380K 0.02% NEW $38.63 +21.4%
239 TECHNIPFMC PLC 8,500.0 $379K 0.02% NEW $44.56
240 GSIE GOLDMAN SACHS ETF TR 8,820.0 $379K 0.02% NEW $42.94 +6.3%
Page 12 of 16  ·  317 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 28.4%
Financial Services 23.0%
Industrials 11.6%
Consumer Cyclical 8.4%
Healthcare 7.1%
Energy 6.4%
Communication Services 5.0%
Consumer Defensive 4.2%
Utilities 4.1%
Basic Materials 1.3%