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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 9 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WPC WP CAREY INC Real Estate 12,041.0 $861K 0.03% $71.50 +1.2%
162 NOC NORTHROP GRUMMAN CORP Industrials 1,687.0 $859K 0.03% $509.31 +11.4%
163 GTEK GOLDMAN SACHS ETF TR 13,425.0 $844K 0.03% $62.88 -9.2%
164 TMP TOMPKINS FINL CORP Financial Services 8,841.0 $836K 0.03% $94.52 +3.0%
165 PFE PFIZER INC Healthcare 34,603.0 $833K 0.03% $24.08 +16.4%
166 ABT ABBOTT LABORATORIES Healthcare 8,999.0 $817K 0.03% -2K -20.4% $90.74 +26.3%
167 APH AMPHENOL CORP Technology 4,625.0 $815K 0.03% $176.32 -12.5%
168 EFV ISHARES TR 10,649.0 $815K 0.03% $76.55 +6.3%
169 VHT VANGUARD WORLD FD 2,713.0 $811K 0.03% $299.01 +8.8%
170 ITOT ISHARES TR 4,937.0 $811K 0.03% -25.0 -0.5% $164.27 +1.9%
171 LOW LOWES COS INC Consumer Cyclical 3,669.0 $809K 0.03% +88.0 +2.5% $220.49 -2.2%
172 CANADIAN PACIFIC KANSAS CITY 9,183.0 $796K 0.03% $86.65
173 AMT AMERICAN TOWER CORP Real Estate 4,854.0 $794K 0.03% -300.0 -5.8% $163.57 +8.3%
174 TROW PRICE T ROWE GROUP INC Financial Services 6,884.0 $783K 0.03% -620.0 -8.3% $113.69 -0.9%
175 UNILEVER PLC 12,893.0 $775K 0.03% -2K -14.9% $60.12
176 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 15,080.0 $770K 0.03% +2K +12.8% $51.05 +23.9%
177 MS MORGAN STANLEY Financial Services 3,644.0 $762K 0.03% $209.04 +0.4%
178 DVY ISHARES TR 4,845.0 $757K 0.03% $156.30 +5.7%
179 VFH VANGUARD WORLD FD 5,715.0 $752K 0.03% +36.0 +0.6% $131.60 +6.5%
180 MU MICRON TECHNOLOGY INC Technology 651.0 $751K 0.03% NEW $1154.29 -17.7%
Page 9 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%