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Portfolio (Quarterly) Guide ↗

1900 WEALTH MANAGEMENT LLC

· CIK 0001791996
13F Portfolio $1.6B AUM 253 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 79 Added 71 Reduced 12 Exited
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EOG EOG RES INC Energy 6,710.0 $970K 0.06% NEW $144.57 -5.2%
2 COP CONOCOPHILLIPS Energy 4,479.0 $591K 0.04% NEW $132.00 -11.7%
3 INFQ INFLEQTION INC Technology 47,914.0 $470K 0.03% NEW $9.81 +65.7%
4 GEV GE VERNOVA INC Utilities 517.0 $451K 0.03% NEW $872.90 +23.3%
5 FITB FIFTH THIRD BANCORP Financial Services 7,843.0 $368K 0.02% NEW $46.86 +6.4%
6 IBDV ISHARES TR 15,609.0 $342K 0.02% NEW $21.89 -0.5%
7 TRV TRAVELERS COMPANIES INC Financial Services 1,114.0 $325K 0.02% NEW $291.68 +4.5%
8 FCX FREEPORT MCMORAN INC Basic Materials 5,274.0 $310K 0.02% NEW $58.78 +9.2%
9 CATH GLOBAL X FDS 3,632.0 $284K 0.02% NEW $78.14 +14.6%
10 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,445.0 $270K 0.02% NEW $60.65 -4.0%
11 TJX TJX COS INC NEW Consumer Cyclical 1,684.0 $269K 0.02% NEW $159.72 -0.5%
12 MRSH MARSH & MCLENNAN COS INC Financial Services 1,506.0 $261K 0.02% NEW $173.45 -6.2%
13 JCI JOHNSON CONTROLS INTERNATION Industrials 1,899.0 $249K 0.02% NEW $130.95 +6.5%
14 BP BP PLC Energy 5,086.0 $239K 0.01% NEW $47.00 -9.6%
15 AKAM AKAMAI TECHNOLOGIES INC Technology 2,068.0 $238K 0.01% NEW $114.85 +29.5%
16 SYK STRYKER CORPORATION Healthcare 712.0 $234K 0.01% NEW $328.59 -4.6%
17 AMAT APPLIED MATLS INC Technology 680.0 $232K 0.01% NEW $341.71 +32.5%
18 IBHG ISHARES TR 10,359.0 $229K 0.01% NEW $22.13 +0.0%
19 IBHI ISHARES TR 9,817.0 $229K 0.01% NEW $23.28 +0.7%
20 IBHH ISHARES TR 9,711.0 $228K 0.01% NEW $23.47 +0.3%
Page 1 of 2  ·  24 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 30.8%
Energy 17.4%
Financial Services 13.6%
Industrials 9.4%
Consumer Cyclical 8.4%
Healthcare 7.7%
Communication Services 6.2%
Consumer Defensive 4.7%
Basic Materials 1.2%
Utilities 0.7%