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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 9 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PEP PEPSICO INC Consumer Defensive 2,839.0 $384K 0.03% +475.0 +20.1% $135.41 +3.5%
162 KMB CALL KIMBERLY-CLARK CORP Consumer Defensive 3,500.0 $384K 0.03% +2K +94.4% $109.77 -1.9%
163 EIX EDISON INTL Utilities 4,898.0 $365K 0.03% +695.0 +16.5% $74.45 -1.0%
164 NBTB NBT BANCORP INC Financial Services 7,359.0 $363K 0.03% +70.0 +1.0% $49.37 +7.2%
165 MCD MCDONALDS CORP Consumer Cyclical 1,320.0 $357K 0.03% +335.0 +34.0% $270.24 -1.2%
166 OKE ONEOK INC NEW Energy 4,095.0 $356K 0.03% +221.0 +5.7% $86.95 +11.6%
167 HYD VANECK ETF TRUST 6,829.0 $352K 0.03% $51.51 -2.7%
168 NET CLOUDFLARE INC Technology 1,424.0 $349K 0.03% +215.0 +17.8% $245.28 +22.9%
169 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 702.0 $335K 0.03% $477.63 -13.4%
170 SPYV SPDR SERIES TRUST 5,514.0 $335K 0.03% -593.0 -9.7% $60.79 +4.3%
171 KHC KRAFT HEINZ CO Consumer Defensive 13,891.0 $328K 0.03% NEW $23.62 +5.1%
172 TWLO TWILIO INC Communication Services 1,560.0 $322K 0.03% NEW $206.33 +12.5%
173 HOOD CALL ROBINHOOD MKTS INC Financial Services 3,200.0 $321K 0.03% +2K +166.7% $100.28 -8.7%
174 DCO DUCOMMUN INC DEL Industrials 1,728.0 $320K 0.03% $185.21 +10.3%
175 KLAC KLA CORP Technology 1,055.0 $318K 0.03% NEW $301.71 -35.4%
176 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,393.0 $315K 0.03% +17.0 +0.7% $131.56 +3.6%
177 WRBY WARBY PARKER INC Healthcare 10,150.0 $308K 0.03% NEW $30.34 -15.6%
178 KO COCA COLA CO Consumer Defensive 3,748.0 $305K 0.03% NEW $81.27 +9.3%
179 POWL POWELL INDS INC Industrials 1,060.0 $303K 0.03% NEW $286.30 -28.9%
180 TFC TRUIST FINL CORP Financial Services 6,051.0 $301K 0.03% NEW $49.82 +5.2%
Page 9 of 14  ·  266 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%