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Portfolio (Quarterly) Guide ↗

Segment Wealth Management, LLC

· CIK 0001575581
13F Portfolio $1.7B AUM 309 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 113 Added 103 Reduced 38 Exited
Page 15 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ISHARES TR 9,490.0 $245K 0.01% $25.83
282 IBMQ ISHARES TR 9,500.0 $243K 0.01% $25.53 -0.2%
283 CSX CSX CORP Industrials 5,824.0 $239K 0.01% -3K -31.4% $41.05 +10.9%
284 TPYP TORTOISE CAPITAL SERIES TRUS 5,570.0 $236K 0.01% NEW $42.36 +4.2%
285 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,554.0 $236K 0.01% +64.0 +2.6% $92.31 -0.6%
286 IBHH ISHARES TR 9,980.0 $234K 0.01% NEW $23.47 +0.2%
287 AMAT APPLIED MATLS INC Technology 685.0 $234K 0.01% NEW $341.79 +26.4%
288 VDE VANGUARD WORLD FD 1,350.0 $234K 0.01% NEW $173.04 -2.9%
289 JCI JOHNSON CONTROLS INTERNATION Industrials 1,781.0 $233K 0.01% +52.0 +3.0% $130.95 +5.7%
290 ISHARES TR 9,150.0 $233K 0.01% NEW $25.45
291 SCHW SCHWAB CHARLES CORP Financial Services 2,464.0 $232K 0.01% -491.0 -16.6% $93.98 -4.1%
292 IJT ISHARES TR 1,600.0 $232K 0.01% $144.71 +11.9%
293 BSCW INVESCO EXCH TRD SLF IDX FD 11,080.0 $228K 0.01% NEW $20.59 -0.9%
294 GSIE GOLDMAN SACHS ETF TR 5,270.0 $227K 0.01% -4K -40.2% $43.13 +5.8%
295 QCOM QUALCOMM INC Technology 1,759.0 $227K 0.01% +146.0 +9.1% $128.78 +84.9%
296 DTE DTE ENERGY CO Utilities 1,525.0 $223K 0.01% -219.0 -12.6% $146.22 -0.6%
297 IVE ISHARES TR 1,054.0 $223K 0.01% $211.15 +8.0%
298 ITA ISHARES TR 1,000.0 $219K 0.01% $218.75 +3.0%
299 MMM 3M CO Industrials 1,462.0 $212K 0.01% +112.0 +8.3% $145.23 +5.0%
300 UAMY UNITED STATES ANTIMONY CORP Basic Materials 24,300.0 $212K 0.01% $8.73 -3.6%
Page 15 of 16  ·  309 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 26.0%
Financial Services 19.8%
Industrials 11.6%
Energy 9.4%
Consumer Cyclical 8.3%
Healthcare 6.4%
Utilities 5.9%
Communication Services 5.2%
Consumer Defensive 4.8%
Basic Materials 2.3%