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Portfolio (Quarterly) Guide ↗

Connecticut Wealth Management, LLC

· CIK 0001689829
13F Portfolio $2.4B AUM 327 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 87 Added 126 Reduced 18 Exited
Page 7 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWO ISHARES TR 4,862.0 $1.5M 0.06% -426.0 -8.1% $313.84 +23.5%
122 MCD MCDONALDS CORP Consumer Cyclical 4,878.0 $1.5M 0.06% -426.0 -8.0% $310.79 -12.6%
123 CVX CHEVRON CORPORATION Energy 7,228.0 $1.5M 0.06% -483.0 -6.3% $206.90 -14.9%
124 BAC BANK AMERICA CORP Financial Services 30,281.0 $1.5M 0.06% -269.0 -0.9% $48.75 +18.8%
125 IWD ISHARES TR 6,791.0 $1.5M 0.06% +670.0 +10.9% $213.67 +12.8%
126 DFAC DIMENSIONAL ETF TRUST 37,123.0 $1.4M 0.06% $38.86 +12.2%
127 IWR ISHARES TR 14,469.0 $1.4M 0.06% $97.23 +10.9%
128 DHR DANAHER CORP DEL Healthcare 7,031.0 $1.3M 0.06% -775.0 -9.9% $189.60 -5.6%
129 RPV INVESCO EXCHANGE TRADED FD T 11,947.0 $1.3M 0.05% $107.39 +5.4%
130 PGR PROGRESSIVE CORP Financial Services 6,457.0 $1.3M 0.05% +60.0 +0.9% $198.24 +8.8%
131 PH PARKER-HANNIFIN CORP Industrials 1,427.0 $1.3M 0.05% +62.0 +4.5% $895.24 +5.8%
132 BX BLACKSTONE INC Financial Services 11,069.0 $1.3M 0.05% -568.0 -4.9% $114.99 +4.4%
133 ROK ROCKWELL AUTOMATION INC Industrials 3,445.0 $1.2M 0.05% $358.88 +27.2%
134 XLC SELECT SECTOR SPDR TR 11,031.0 $1.2M 0.05% +378.0 +3.5% $110.86 -3.2%
135 FAST FASTENAL CO Industrials 25,807.0 $1.2M 0.05% -411.0 -1.6% $46.40 -1.7%
136 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,653.0 $1.2M 0.05% $446.54 +4.5%
137 ITW ILLINOIS TOOL WKS INC Industrials 4,540.0 $1.2M 0.05% -645.0 -12.4% $260.29 +0.5%
138 MRK MERCK & CO INC Healthcare 9,776.0 $1.2M 0.05% +562.0 +6.1% $120.29 -0.6%
139 HUBB HUBBELL INC Industrials 2,374.0 $1.2M 0.05% $490.74 +3.9%
140 CSCO CISCO SYS INC Technology 14,857.0 $1.2M 0.05% -2K -10.9% $77.59 +56.1%
Page 7 of 17  ·  327 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 29.2%
Technology 23.4%
Industrials 19.1%
Healthcare 7.6%
Communication Services 6.3%
Consumer Cyclical 5.8%
Consumer Defensive 4.1%
Energy 2.1%
Utilities 1.5%
Basic Materials 0.7%