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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 18 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 2,620.0 $201K 0.01% $76.88 +3.3%
342 SUPN SUPERNUS PHARMACEUTICALS Healthcare 4,330.0 $201K 0.01% $46.51 +4.4%
343 LIBERTY GLOBAL LTD 17,200.0 $189K 0.01% $11.00
344 AMC ENTMT HLDGS INC 49,864.0 $95K 0.00% +24K +94.5% $1.90
345 TDOC TELADOC HEALTH INC Healthcare 10,552.0 $89K 0.00% $8.48 -21.5%
346 TREKOR METALS LTD 12,000.0 $83K 0.00% NEW $6.88
347 RXT RACKSPACE TECHNOLOGY INC Technology 11,000.0 $72K 0.00% NEW $6.53 -47.6%
348 TMC TMC THE METALS COMPANY INC Basic Materials 15,938.0 $71K 0.00% -3K -16.7% $4.43 -10.4%
349 ACH ACCENDRA HEALTH INC Healthcare 18,684.0 $64K 0.00% $3.42 -61.4%
350 AIFF FIREFLY NEUROSCIENCE INC Technology 12,000.0 $15K 0.00% $1.21 -10.7%
Page 18 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%