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Portfolio (Quarterly) Guide ↗

SVB WEALTH LLC

· CIK 0001626116
13F Portfolio $1.5B AUM 1,500 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 74 Added 262 Reduced 31 Exited
Page 6 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PANW PALO ALTO NETWORKS INC COM USD Technology 9,969.0 $1.6M 0.10% -182.0 -1.8% $160.32 +60.7%
102 MCK MCKESSON CORP Healthcare 1,756.0 $1.5M 0.10% -29.0 -1.6% $865.38 -12.4%
103 EOG EOG RESOURCES INC Energy 10,218.0 $1.5M 0.10% -5K -30.7% $144.56 -4.9%
104 SDY SPDR S&P Dividend ETF 10,015.0 $1.5M 0.10% -128.0 -1.3% $145.94 +2.9%
105 CI THE CIGNA GROUP COM Healthcare 5,365.0 $1.4M 0.09% -1K -17.4% $266.74 +5.2%
106 AXP AMERICAN EXPRESS CO COM USD0.2 Financial Services 4,667.0 $1.4M 0.09% -591.0 -11.2% $302.48 +2.6%
107 C CITIGROUP INC Financial Services 12,324.0 $1.4M 0.09% -287.0 -2.3% $113.41 +10.7%
108 TDY TELEDYNE TECHNOLOGIE Technology 2,225.0 $1.3M 0.09% -300.0 -11.9% $604.88 +3.6%
109 SLB SLB LIMITED Energy 25,333.0 $1.3M 0.09% -9K -26.2% $51.39 +13.8%
110 MPC MARATHON PETROLEUM CORP COM US Energy 5,317.0 $1.3M 0.09% -255.0 -4.6% $244.13 +4.5%
111 STX SEAGATE TECHNOLOGY HLDGS PUB L Technology 3,286.0 $1.3M 0.09% -61.0 -1.8% $391.78 +118.8%
112 DE DEERE & CO Industrials 2,273.0 $1.3M 0.08% -120.0 -5.0% $563.34 -6.4%
113 GUNR FLEXSHARES TRUST MORNINGSTAR G 23,203.0 $1.3M 0.08% -3K -10.0% $55.16 -1.3%
114 PM PHILIP MORRIS INTERNATIONAL IN Consumer Defensive 7,741.0 $1.3M 0.08% -717.0 -8.5% $165.33 +10.2%
115 ANET Arista Networks Inc Technology 10,417.0 $1.3M 0.08% -2K -13.9% $122.79 +29.8%
116 XLC COMM SERVICES SELECT SECTOR 11,461.0 $1.3M 0.08% -595.0 -4.9% $110.86 +4.3%
117 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,844.0 $1.3M 0.08% -217.0 -7.1% $446.38 -2.1%
118 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,575.0 $1.3M 0.08% -390.0 -13.2% $491.55 -8.5%
119 SBUX STARBUCKS CORP COM USD0.001 Consumer Cyclical 13,936.0 $1.2M 0.08% -5K -27.2% $89.59 +13.0%
120 CDNS CADENCE DESIGN SYSTEMS INC COM Technology 4,308.0 $1.2M 0.08% -35.0 -0.8% $277.90 +37.1%
Page 6 of 14  ·  262 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
Technology 33.4%
Financial Services 14.6%
Healthcare 9.8%
Communication Services 9.4%
Consumer Cyclical 9.4%
Industrials 7.4%
Consumer Defensive 5.9%
Energy 4.8%
Utilities 3.1%
Real Estate 1.1%