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Portfolio (Quarterly) Guide ↗

ACIMA PRIVATE WEALTH, LLC

· CIK 0001761961
13F Portfolio $322M AUM 176 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 176 New
Page 8 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CARR CARRIER GLOBAL CORPORATION COM Industrials 967.0 $51K 0.02% NEW $52.84 +21.5%
142 VZ VERIZON COMMUNICATIONS INC COM Communication Services 1,040.0 $42K 0.01% NEW $40.73 +17.8%
143 DHR DANAHER CORPORATION COM Healthcare 185.0 $42K 0.01% NEW $228.92 -21.2%
144 BAC BANK AMERICA CORP COM Financial Services 706.0 $39K 0.01% NEW $55.00 -7.7%
145 BP BP PLC SPONSORED ADR Energy 1,058.0 $37K 0.01% NEW $34.73 +19.1%
146 XLE ENERGY SELECT SECTOR SPDR ETF 816.0 $36K 0.01% NEW $44.71 +27.4%
147 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 728.0 $31K 0.01% NEW $42.69 +5.0%
148 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 196.0 $30K 0.01% NEW $155.12 +12.2%
149 SOLV SOLVENTUM CORP COM SHS Healthcare 300.0 $24K 0.01% NEW $79.24 -3.5%
150 GLD SPDR GOLD SHARES Financial Services 50.0 $20K 0.01% NEW $396.32 +4.3%
151 VWO VANGUARD FTSE EMERGING MARKETS ETF 365.0 $20K 0.01% NEW $53.76 +11.6%
152 ESGV VANGUARD ESG U.S. STOCK ETF 158.0 $19K 0.01% NEW $120.96 +10.4%
153 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 195.0 $18K 0.01% NEW $91.21 -3.3%
154 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 188.0 $18K 0.01% NEW $94.16 +2.4%
155 SCHW SCHWAB CHARLES CORP COM Financial Services 169.0 $17K 0.01% NEW $99.91 -15.1%
156 USB US BANCORP DEL COM NEW Financial Services 252.0 $13K 0.00% NEW $53.36 +1.9%
157 AMT AMERICAN TOWER CORP NEW COM Real Estate 75.0 $13K 0.00% NEW $175.57 +6.9%
158 DUK DUKE ENERGY CORP NEW COM NEW Utilities 110.0 $13K 0.00% NEW $117.21 +6.0%
159 D DOMINION ENERGY INC COM Utilities 213.0 $12K 0.00% NEW $58.59 +16.1%
160 ADI ANALOG DEVICES INC COM Technology 44.0 $12K 0.00% NEW $271.20 +54.4%
Page 8 of 9  ·  176 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 28.2%
Financial Services 21.3%
Consumer Cyclical 12.6%
Healthcare 12.3%
Industrials 10.4%
Consumer Defensive 5.9%
Basic Materials 3.0%
Energy 3.0%
Communication Services 2.6%
Utilities 0.7%