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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 12 of 13  ·  253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CATH GLOBAL X FDS 3,632.0 $284K 0.02% NEW $78.14 +14.6%
222 IBM INTERNATIONAL BUSINESS MACHS Technology 1,150.0 $279K 0.02% +375.0 +48.4% $242.39 +3.4%
223 OEF ISHARES TR 873.0 $278K 0.02% $318.25 +17.3%
224 NVO NOVO-NORDISK A S Healthcare 7,465.0 $274K 0.02% +1K +17.7% $36.75 +20.2%
225 DIS DISNEY WALT CO Communication Services 2,843.0 $274K 0.02% +499.0 +21.3% $96.37 +7.2%
226 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,445.0 $270K 0.02% NEW $60.65 -4.3%
227 TJX TJX COS INC NEW Consumer Cyclical 1,684.0 $269K 0.02% NEW $159.72 -0.5%
228 ISRG INTUITIVE SURGICAL INC Healthcare 580.0 $267K 0.02% +116.0 +25.0% $460.99 -5.3%
229 TAGG T ROWE PRICE ETF INC 6,162.0 $263K 0.02% -36.0 -0.6% $42.60 -0.9%
230 MRSH MARSH & MCLENNAN COS INC Financial Services 1,506.0 $261K 0.02% NEW $173.45 -6.6%
231 DEO DIAGEO PLC Consumer Defensive 3,409.0 $254K 0.02% -19.0 -0.6% $74.45 +14.2%
232 KKR KKR & CO INC Financial Services 2,741.0 $254K 0.02% +1K +60.5% $92.50 +2.7%
233 JCI JOHNSON CONTROLS INTERNATION Industrials 1,899.0 $249K 0.02% NEW $130.95 +7.1%
234 IAU ISHARES GOLD TR Financial Services 2,803.0 $247K 0.02% $88.16 -3.8%
235 IVW ISHARES TR 2,168.0 $245K 0.02% $113.11 +22.3%
236 MINT PIMCO ETF TR 2,435.0 $245K 0.02% +253.0 +11.6% $100.56 +0.1%
237 DCI DONALDSON INC Industrials 2,884.0 $245K 0.02% $84.87 -0.1%
238 BP BP PLC Energy 5,086.0 $239K 0.01% NEW $47.00 -9.3%
239 AKAM AKAMAI TECHNOLOGIES INC Technology 2,068.0 $238K 0.01% NEW $114.85 +29.0%
240 SYK STRYKER CORPORATION Healthcare 712.0 $234K 0.01% NEW $328.59 -4.7%
Page 12 of 13  ·  253 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%