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Portfolio (Quarterly) Guide ↗

Waldron Private Wealth LLC

· CIK 0001598180
13F Portfolio $2.9B AUM 350 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 82 Added 94 Reduced 18 Exited
Page 14 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SLYG SPDR SERIES TRUST 3,250.0 $387K 0.01% $119.13 -1.9%
262 RSG REPUBLIC SVCS INC Industrials 1,817.0 $387K 0.01% NEW $213.08 +3.7%
263 GD GENERAL DYNAMICS CORP Industrials 1,091.0 $386K 0.01% +23.0 +2.1% $354.24 +10.8%
264 ACWX ISHARES TR 5,031.0 $383K 0.01% $76.11 +1.5%
265 SNX TD SYNNEX CORPORATION Technology 1,411.0 $377K 0.01% $267.34 -5.8%
266 DIA STATE STR SPDR DOW JONES IND Financial Services 721.0 $377K 0.01% -66.0 -8.4% $522.39 +2.3%
267 ARKW ARK ETF TR 2,578.0 $373K 0.01% $144.85 +4.1%
268 VNQI VANGUARD INTL EQUITY INDEX F 8,248.0 $370K 0.01% $44.85 +1.4%
269 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,240.0 $364K 0.01% +161.0 +14.9% $293.18 +3.4%
270 COF CAPITAL ONE FINL CORP Financial Services 1,799.0 $361K 0.01% -43.0 -2.3% $200.62 +10.0%
271 TMO THERMO FISHER SCIENTIFIC INC Healthcare 704.0 $353K 0.01% +296.0 +72.5% $501.36 +22.4%
272 IDCC INTERDIGITAL INC Technology 1,234.0 $349K 0.01% $283.13 +21.8%
273 PVAL PUTNAM ETF TRUST 6,784.0 $346K 0.01% NEW $50.94 +6.8%
274 CARR CARRIER GLOBAL CORPORATION Industrials 4,678.0 $343K 0.01% $73.35 -16.6%
275 BE BLOOM ENERGY CORP Industrials 1,117.0 $338K 0.01% NEW $302.70 -31.7%
276 NUE NUCOR CORP Basic Materials 1,504.0 $335K 0.01% $222.75 +11.7%
277 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,875.0 $334K 0.01% +2K +1873.7% $178.24 +19.5%
278 DIS DISNEY WALT CO Communication Services 3,464.0 $333K 0.01% -84.0 -2.4% $96.25 +11.1%
279 GLW CORNING INC Technology 1,284.0 $328K 0.01% -210.0 -14.1% $255.43 -40.3%
280 IJJ ISHARES TR 2,218.0 $328K 0.01% $147.73 +0.8%
Page 14 of 18  ·  350 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 32.3%
Technology 26.1%
Healthcare 12.0%
Communication Services 9.5%
Industrials 6.5%
Consumer Cyclical 4.4%
Consumer Defensive 4.1%
Energy 3.2%
Utilities 0.9%
Basic Materials 0.6%