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Portfolio (Quarterly) Guide ↗

ACIMA PRIVATE WEALTH, LLC

· CIK 0001761961
13F Portfolio $319M AUM 177 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 10 Added 15 Reduced 3 Exited
Page 6 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BERKSHIRE HATHAWAY INC DEL CL B NEW 679.0 $325K 0.10% $479.20
102 CVX CHEVRON CORPORATION COM Energy 1,521.0 $315K 0.10% -667.0 -30.5% $206.90 -11.5%
103 GXC STATE STREET SPDR S&P CHINA ETF 3,315.0 $309K 0.10% $93.12 -0.9%
104 VO VANGUARD MID-CAP ETF 1,007.0 $289K 0.09% $287.18 -72.6%
105 INTC INTEL CORP COM Technology 6,297.0 $278K 0.09% $44.13 +173.0%
106 IDXX IDEXX LABS INC COM Healthcare 493.0 $277K 0.09% $561.89 +1.1%
107 DOV DOVER CORP COM Industrials 1,250.0 $261K 0.08% $208.45 +1.6%
108 SYY SYSCO CORP COM Consumer Defensive 3,500.0 $250K 0.08% $71.33 +6.0%
109 UFOX DEFIANCE CONNECTIVE TECHNOLOGIES ETF 3,473.0 $237K 0.07% $68.18 +50.9%
110 AFL AFLAC INC COM Financial Services 2,148.0 $236K 0.07% $109.71 +3.0%
111 MO ALTRIA GROUP INC COM Consumer Defensive 3,501.0 $231K 0.07% $65.99 +8.8%
112 BDX BECTON DICKINSON & CO COM Healthcare 1,400.0 $220K 0.07% $157.23 -6.4%
113 HEICO CORP NEW CL A 994.0 $210K 0.07% $211.09
114 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,123.0 $186K 0.06% $165.34 +8.5%
115 PPG PPG INDS INC COM Basic Materials 1,667.0 $178K 0.06% $106.88 +6.2%
116 AFG AMERICAN FINANCIAL GROUP INC COM Financial Services 1,371.0 $175K 0.06% $127.71 +3.8%
117 CL COLGATE PALMOLIVE CO COM Consumer Defensive 2,000.0 $170K 0.05% $85.23 +7.7%
118 BIIB BIOGEN INC COM Healthcare 916.0 $168K 0.05% $183.33 +7.7%
119 AEP AMERICAN ELEC PWR CO INC COM Utilities 1,224.0 $160K 0.05% $131.08 -2.8%
120 NEE NEXTERA ENERGY INC COM Utilities 1,592.0 $148K 0.05% $92.88 -5.7%
Page 6 of 9  ·  177 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 24.7%
Financial Services 23.2%
Healthcare 12.4%
Consumer Cyclical 11.6%
Industrials 11.3%
Consumer Defensive 6.3%
Energy 4.0%
Basic Materials 3.2%
Communication Services 2.5%
Utilities 0.8%