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Portfolio (Quarterly) Guide ↗

Focused Wealth Management, Inc

· CIK 0001586052
13F Portfolio $1.1B AUM 266 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 73 New 126 Added 39 Reduced 35 Exited
Page 5 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SMCI SUPER MICRO COMPUTER INC Technology 21,531.0 $632K 0.06% +286.0 +1.4% $29.33 +30.5%
82 HD HOME DEPOT INC Consumer Cyclical 1,789.0 $631K 0.06% +150.0 +9.2% $352.66 -4.2%
83 O REALTY INCOME CORP Real Estate 10,119.0 $627K 0.06% +2K +26.3% $61.96 +0.7%
84 OKLO OKLO INC Utilities 11,281.0 $590K 0.05% +7K +176.6% $52.33 -16.1%
85 VIG VANGUARD SPECIALIZED FUNDS 2,435.0 $576K 0.05% +56.0 +2.4% $236.60 +3.3%
86 SNOW SNOWFLAKE INC Technology 2,204.0 $561K 0.05% +602.0 +37.6% $254.50 +29.7%
87 ISHARES TR 24,992.0 $559K 0.05% +2K +7.2% $22.37
88 DUK DUKE ENERGY CORP NEW Utilities 4,386.0 $555K 0.05% +110.0 +2.6% $126.57 -2.4%
89 NFLX NETFLIX INC. Communication Services 7,351.0 $525K 0.05% +159.0 +2.2% $71.40 +6.5%
90 UNP UNION PAC CORP Industrials 1,918.0 $522K 0.04% +88.0 +4.8% $272.06 +10.2%
91 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,492.0 $493K 0.04% +505.0 +12.7% $109.76 -1.7%
92 CVX CHEVRON CORPORATION Energy 2,928.0 $485K 0.04% +673.0 +29.8% $165.77 +22.3%
93 ED CONSOLIDATED EDISON INC Utilities 4,378.0 $484K 0.04% +589.0 +15.5% $110.63 -1.5%
94 TRV TRAVELERS COMPANIES INC Financial Services 1,424.0 $470K 0.04% +304.0 +27.1% $330.21 +10.4%
95 PULS PGIM ETF TR 9,405.0 $466K 0.04% +98.0 +1.1% $49.55 +0.2%
96 VO VANGUARD INDEX FDS 5,491.0 $442K 0.04% +4K +299.9% $80.57 +4.3%
97 AON AON PLC Financial Services 1,332.0 $442K 0.04% +88.0 +7.1% $331.69 +4.7%
98 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,585.0 $437K 0.04% +2K +39.4% $57.62 +12.2%
99 NULG NUSHARES ETF TR 3,491.0 $409K 0.04% +1K +51.9% $117.06 +0.3%
100 WELL WELLTOWER INC Real Estate 1,794.0 $407K 0.04% +269.0 +17.6% $226.95 +3.7%
Page 5 of 7  ·  126 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 45.2%
Technology 22.4%
Communication Services 8.3%
Consumer Cyclical 6.2%
Healthcare 4.6%
Industrials 4.2%
Consumer Defensive 2.6%
Utilities 2.3%
Energy 1.8%
Real Estate 1.3%