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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 2 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TFC TRUIST FINL CORP Financial Services 6,051.0 $301K 0.03% NEW $49.82 +5.4%
22 NULV NUSHARES ETF TR 6,014.0 $301K 0.03% NEW $49.99 +6.6%
23 PG CALL PROCTER & GAMBLE CO Consumer Defensive 2,000.0 $293K 0.03% NEW $146.64 -2.4%
24 MDLZ MONDELEZ INTL INC Consumer Defensive 5,044.0 $292K 0.03% NEW $57.83 +7.5%
25 OXY CALL OCCIDENTAL PETE CORP Energy 6,000.0 $291K 0.03% NEW $48.57 +21.6%
26 VLO VALERO ENERGY CORP Energy 1,115.0 $290K 0.03% NEW $260.44 +33.3%
27 ITW ILLINOIS TOOL WKS INC Industrials 1,045.0 $283K 0.03% NEW $270.47 +6.2%
28 AAOI CALL APPLIED OPTOELECTRONICS INC Technology 1,900.0 $282K 0.02% NEW $148.16 +4.5%
29 IBM CALL INTERNATIONAL BUSINESS MACHS Technology 1,000.0 $281K 0.02% NEW $281.21 -18.6%
30 CMI CUMMINS INC Industrials 363.0 $259K 0.02% NEW $713.21 -10.1%
31 BK BANK OF NY MELLON CORP Financial Services 1,723.0 $249K 0.02% NEW $144.65 -0.6%
32 CCJ PUT CAMECO CORP Energy 1,700.0 $246K 0.02% NEW $144.56 -31.8%
33 PRU PRUDENTIAL FINL INC Financial Services 2,262.0 $244K 0.02% NEW $107.94 +15.4%
34 WPC WP CAREY INC Real Estate 3,393.0 $243K 0.02% NEW $71.50 +0.0%
35 LRCX LAM RESEARCH CORP Technology 543.0 $235K 0.02% NEW $433.48 -20.7%
36 SPGI S&P GLOBAL INC Financial Services 578.0 $235K 0.02% NEW $406.93 +0.9%
37 WDC WESTERN DIGITAL CORP Technology 363.0 $232K 0.02% NEW $638.72 -16.1%
38 EXC EXELON CORP Utilities 4,910.0 $229K 0.02% NEW $46.62 -2.2%
39 DDOG DATADOG INC Technology 871.0 $227K 0.02% NEW $260.36 -5.0%
40 DOCN DIGITALOCEAN HLDGS INC Technology 1,443.0 $227K 0.02% NEW $157.03 -13.9%
Page 2 of 4  ·  73 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%